Lead Account Support - Finance/Accounting

CBRE Group, Inc.; Baltimore (MD); On-site; USD 45,000 - 70,000; Full time

Job summary

CBRE Group, Inc. is seeking a Lead Account Support to provide outstanding customer service and administrative support for a large Business Unit, Facility, or Account. This role is part of Contract Quality Management, ensuring that contractual service delivery meets all requirements.

The candidate will manage billing, cost centers, and monthly reporting, while coordinating with head office and site teams. A strong emphasis on process improvement and compliance with safety standards is expected.

Qualifications

• High School Diploma or GED with 3-4 years of job-related experience.
• Broad knowledge of processes, procedures, systems and concepts within own job function.
• Ability to evaluate and communicate unusual and/or complex content concisely and logically.
• In-depth knowledge of Microsoft Office products (Word, Excel, Outlook).
• Strong organizational skills with an inquisitive mindset.
• Advanced math skills (percentages, discounts, markups).

Responsibilities

• Respond to client inquiries and concerns with timely, quality service delivery.
• Understand contract scope and ensure work aligns with it.
• Champion financial and operational systems; identify cost-saving opportunities.
• Coordinate and onboard vendors for reactive and planned work; manage sub-contractor paperwork.
• Review invoices; manage cost centers, quotations, and purchase orders; liaise with site teams.
• Review and approve maintenance invoices and projects per contracts; ensure core outputs.
• Provide responses on financial reports (A/R, A/P, POs).
• Deliver monthly reporting support for Contract and Business Unit Reviews.
• Assist in Health & Safety compliance and maintain QHSE documentation.
• Gather data to analyze issues and propose new methods.
• Impact related teams and improve existing processes.

Skills

Microsoft Office

Organizational skills

Advanced math

Education

High School Diploma or GED

Tools

MS Office Suite

Job description

Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery.

In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.

About the Role:

As a CBRE Lead Account Support, you will provide exceptional customer service and administrative support to a large Business Unit, Facility, or Account. This job is part of the Contract Quality Management job function. They are responsible for managing the delivery of contractual services to ensure requirements are fulfilled.

What You’ll Do:

• Respond to client inquiries and concerns and ensure timely and quality service delivery and follow-up to ensure satisfaction.
• Understand the scope of the contract and make sure that all work is carried out accordingly.
• Be a financial and operational systems champion. Suggest efforts to put in place cost-saving opportunities to maximize customer and financial savings targets.
• Coordinate and onboard vendors for reactive and planned works and manage sub-contractor paperwork.
• Review processed invoices and ensure accurate cost center coding. Coordinate the billing application, calculating margins, raising invoices, and submitting to clients. Work closely with site teams and head office, ensuring accurate processing of quotations and purchase orders.
• Review and approve maintenance billing invoices and projects as per contracted agreements. Ensure consistent delivery of core operational and financial outputs on the account.
• Respond to inquiries on financial reports for Accounts Receivable, Payable, and open POs.
• Deliver monthly reporting support on Contract and Business Unit Reviews.
• Assist in ensuring compliance with Health & Safety requirements, including HSE reporting and promoting a safe work environment. Maintain QHSE documentation and ensure it is available using company systems.
• Gather and analyze data to identify and solve complex problems that arise with little or no precedent. May recommend new techniques.
• Impact own team and other teams whose work activities are closely related.
• Suggest improvements to existing processes and solutions to improve the efficiency of the team.

What You’ll Need:

• High School Diploma or GED with 3-4 years of job-related experience.
• A comprehensive understanding of a range of processes, procedures, systems, and concepts within own job function is required.
• Ability to evaluate and communicate unusual and/or complex content in a concise and logical way.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Organizational skills with an advanced inquisitive mindset.
• Advanced math skills. Ability to calculate advanced figures such as percentages, discounts, and markups.

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.