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A leading real estate services firm seeks a Finance Assistant in London. The role prioritizes improving invoice processes and financial management, requiring strong organizational skills and familiarity with finance principles. Ideal candidates will also be studying towards relevant finance qualifications like CIMA, AAT, or ACCA, and possess excellent Excel and communication abilities.
Role Purpose
CBRE / Turner & Townsend are seeking a London based Finance Assistant to support the London PJM and the finance team; whose primary responsibility will be to improve the up-front activities required in the invoice raising process to ultimately create a more efficient fee raising and debt collection processes. The role will involve supporting on project setup, forecasting, project maintenance and billing. Being the interface with fee earners and the UK finance team as well as supporting with the financial modelling, the distribution of P&L’s and general ledger management.
The Building Consultancy finance team will actively assist the fee earners to ensure that all information is held, prior to raising an invoice. This includes:
a) Anti Money Laundering check
b) Conflict of Interest check
c) Source correct entity and billing details
d) Source correct VAT detail
e) Source the Purchase Order number
f) Source evidence of Fee Agreement to support auditing
Key Responsibilities
Project setup
Project maintenance
Fee forecasting and management
Invoice generation and disbursement/third-party recovery
Provide regular updates with wider team
Monitor incoming transactions to ensure our forecast is correctly reconciled
Attend weekly meetings with the wider UK Finance Team
Person Specification/Requirements
Previous experience within a finance role
PQ/studying CIMA, AAT, ACCA
Debt due diligence and invoice management expertise;
Previous experience using PeopleSoft will be an advantage;
Strong excel skills;
Excellent attention to detail and ability to manage several projects simultaneously;
Excellent organisational skills.
Desired Interpersonal Skills
Strong client facing and communication skills (interacting with both investors and borrowers);
Proactive nature to get ahead on tasks rather than waiting for fee earners to send over instruction;
Team mentality.
Follow the link to learn more about Project Management & Building Consultancy:https://indd.adobe.com/view/3bb8d797-1181-4b63-82b6-ef925fd5607f
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Working at CBRE
When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry.
Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do—from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing.
At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it’s like to work at CBRE, visitLife at CBRE
About CBRE
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.
Equal Opportunities
We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit:https://www.cbre.co.uk/careers/accommodations
Disclaimer:
Please be advised that effective January 1, 2025, CBRE Project Management and Turner & Townsend will be consolidated into a single global business entity. As a candidate applying for a position, you should be aware that while your initial employment may be with CBRE Project Management, you will subsequently transfer to the newly formed entity that encompasses both organizations.