Finance Contract Support

CBRE Group, Inc.; Leeds; Hybrid; GBP 28,000 - 34,000; Full time

Job summary

CBRE Group, Inc. is recruiting a Finance Contract Support to join the Leeds team on site five days a week. The role focuses on delivering exceptional customer service while managing the lifecycle of work orders, from inception to completion, including PO creation and invoicing.

You will compile reports, monitor WIP and billing, and support month-end processes to drive profitability and contract compliance within the Global Workplace Solutions unit.

Qualifications

• GCSE English and Maths qualifications are required.
• Proficient in Outlook, Word, Excel, Access and PowerPoint.
• Experience using Coupa and a CAFM system.
• Strong customer focus and promote team spirit within the office.
• Reliable, able to meet deadlines and manage own workload.
• Calm under pressure and able to handle changing priorities.

Responsibilities

• Effectively manage all aspects of the ‘life cycle of work order’ process.
• Understand the Work Order lifecycle from job inception to completion.
• Raising purchase order numbers and invoicing.
• Managing reactive work orders.
• Drive commercial and compliance performance through contracting commitments.
• Compile and provide cyclical and ad hoc reports for data driven decisions.
• Improve quality, service and efficiency by sharing ideas across the team.
• Utilise and develop systems to maximise efficiency for the customer and GWS.
• Support Contract Review meetings and monthly reports.
• Update labour allocations for accurate client reporting.
• Ad-hoc reporting as requested by Business Unit.

Skills

Customer service

Communication

Teamwork

Organisation

Education

GCSE English & Maths

Tools

Outlook

Word

Excel

Access

PowerPoint

Coupa

CAFM system

Job description

Company Profile

CBRE is the global leader in real estate services and leverages the industry's most powerful knowledge base to meet the commercial real estate needs of its clients worldwide. Our vision is to be the preeminent, vertically integrated, globally capable real estate service firm. Globally we employ over 70,000 employees and operate in 48 countries.

Job Title

Finance Contract Support

About the Role

CBRE Global Workplace Solutions is a leading global provider of integrated facilities and corporate real estate management. We are recruiting a Contract Support to join our team based in Leeds. You will be based on site 5 days a week Monday to Friday, working alongside the team.

Role Overview

The main feature of this role will be to provide exceptional customer service and business support in order to contribute to the continued growth and success of the Business Unit. Understanding, anticipating and delivering to customer needs, achieving results within quality and time constraints. Responsible for the management of the ‘lifecycle of a work order’, ensuring work orders are logged, escalated, closed and billed in line with SLAs, and our commercial and contractual requirements.

RESPONSIBILITIES

• Effectively manage all aspects of the ‘life cycle of work order’ process.
• Understand the Work Order lifecycle from job inception to completion as it drives all activities that sit within the role.
• Raising purchase order numbers and invoicing.
• Managing reactive work orders
• Drive high quality commercial and compliance performance through understanding the contractual commitments, ‘better buying’ and the use of preferred suppliers.
• Compile and provide cyclical and ad hoc reports, to enable data driven decision making
• Constantly strive to improve quality, service and efficiency through working innovatively, sharing ideas and best practices across the wider Contract Support team.
• Continually utilise, update and develop systems to maximise efficiency benefits for the customer and GWS.
• Support the preparation and delivery of Contract Review meetings, Contract & Business Unit Review packs and Customer Monthly Management Reports.
• Update labour allocations to ensure accurate client reporting.
• Ad-hoc support including but not limited to reporting as requested by Business Unit or Business/Finance.

Finance

• Driving profitability of each Work Order moving the job from a completed work order through the billing process to ensure profits are maximised.
• Co-ordination of the billing application, calculating margins, raising invoices and submitting to client.
• Management of the regional finance heatmap which includes reports as listed below;
• Creation and review of management reports such as; P&L, WIP, Unbilled Revenue, Debt, OPO's & Invoice Pool, and WebQuotes updates
• Invoice pool monitored to ensure none in the pool longer than 5 days without a query code and all invoices received into the pool not receipted (unless work not complete).
• Ensuring all WIP and OPOs remain under 90 days in age
• Supporting weekly WIP classification (including OOC) and review-
• Support with month-end reconciliations
• Identify and help drive implementation of savings opportunities to ensure customer and GWS financial savings targets are maximised.
• Goods receipting (both materials & supplier invoices), processing supplier invoices and resolving related queries.
• Comprehensive spend tracking
• Drive high quality financial performance to influence P&L result.
• Liaising with the client regarding payment of invoices
• Liaise with Ops Team for data from attendance planner
• Timesheet & expense processing*

Person Specification

• Good basic education to GCSE (or equivalent standard), which will include an English and Maths qualification.
• Very proficient in the use of Outlook, Word, Excel, Access and PowerPoint. Excel skills to include basic functions, v-lookups, etc.
• Ideally some experience of using Coupa and a CAFM system.
• Must demonstrate a strong sense of customer focus and promote a sense of team spirit and good morale within the office.
• Reliable, able to complete work within required time frame and manage own deadline requirements.
• Calm manner, able to work under pressure and against rapidly changing demands and priorities.
• Able to work as part of a multi-disciplinary team, providing support to other areas of the business on occasions, as required.
• Experience of a similar customer facing role in a medium-sized business.
• Well-developed communication skills enabling the individual to work with Senior Managers, clients, suppliers, and staff of all levels and abilities.
• Excellent customer service experience
• Must be detail conscious, accurate and methodical in approach.
• Strong organizational and communication skills
• Able to work systematically and use own initiative.
• Able to work on more than one task at any given time.
• Must demonstrate strong interpersonal skills and be able to work as part of a team as well as independently.