Senior Finance Manager — AI-Driven Forecasting & Reporting

CBRE, Inc.; Plano (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

CBRE, Inc. seeks a Senior Manager to advance financial strategy and operations within the Direct Line Global business. You will partner with the Senior Director to design a robust reporting catalog using CBRE systems and AI tools, improving visibility and detail across finance disciplines.

You will lead development of budgeting, forecasting, and strategic planning models, build client-ready reporting packages, and drive automation of monthly/quarterly narratives for executive leadership.

Qualifications

• Bachelor's degree preferred, with 10+ years of relevant experience.
• Ability to communicate complex information clearly and handle sensitive issues with discretion.
• Leadership skills to influence business partners and peer finance team members.
• In-depth knowledge of Microsoft Office, including Word, Excel, and Outlook.
• Advanced quantitative skills, including calculating percentages and financial figures.
• Experience using AI tools to improve efficiency in financial processes.

Responsibilities

• Apply broad knowledge of the business and how it integrates with other functions to advance objectives.
• Identify and resolve complex technical and operational problems with department-wide impact.
• Improve existing methods, processes and standards within your discipline.
• Develop tools and models for budgeting, forecasting and strategic planning.
• Build reporting packages for operations and sales that senior finance leaders can own.
• Enhance reporting packages and simplify creation and communication.
• Build automated monthly and quarterly reporting models and narratives for senior leadership.

Skills

Leadership

Financial analysis

Communication

Excel/Microsoft Office

AI in finance

Stakeholder management

Discretion

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

CBRE, Inc. seeks a Senior Manager to advance financial strategy and operations within the Direct Line Global business. You will partner with the Senior Director to design a robust reporting catalog using CBRE systems and AI tools, improving visibility and detail across finance disciplines.

You will lead development of budgeting, forecasting, and strategic planning models, build client-ready reporting packages, and drive automation of monthly/quarterly narratives for executive leadership.