Sr. Finance Manager (Remote)

CBRE Group, Inc.; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

CBRE Group, Inc. is seeking a Senior Finance Manager to lead the Adaptive Planning Center of Excellence. This role involves overseeing a dedicated team, enhancing financial operations, and driving platform utilization. The ideal candidate will have strong leadership skills and the ability to implement standard processes across client teams.

Qualifications

• Experience in managing finance operations with platform tools like Adaptive Planning and Alteryx.
• Strong leadership skills to guide a high-performing team.
• Ability to foster teamwork and improve platform utilization.

Responsibilities

• Lead the Adaptive Planning COE team and manage implementations.
• Coordinate with finance transition team for accurate implementation activities.
• Resolve transition-related issues and manage Workday relationship components.

Job description

About the Role

As a Senior Finance Manager you will lead the Adaptive Planning Center of Excellence (COE), driving adoption, innovation, and standardization of Adaptive Planning, Alteryx, and Savant. Manage a high-performing team supporting financial operations and scaling analytics capabilities across client-facing teams.

What You’ll Do

Lead the Adaptive Planning COE team, including staff passionate about Adaptive Planning implementations, Alteryx/Savant workflow configurations, and business-as-usual (BAU) support for client-dedicated account teams.

Foster the implementation of standard processes for Adaptive Planning. Promote teamwork between the COE and account teams to drive adoption and improve platform utilization.

Lead the resource planning process, which includes anticipating demand based on projected pipeline, aligning staffing levels accordingly, and assigning the right resources to each project based on abilities, availability, and complexity.

Collaborate with Finance Transition team to ensure all implementation activities are completed accurately and per scheduled delivery.

Resolve any issues related to transition implementations and ongoing support.

Manage various components of the Workday relationship, including purchase order and billing activities, expert assist program, and acting as SPOC for platform improvements, support issues, and strategic alignment initiatives.

Coordinate the rollout and integration of Savant as a new platform in our tech stack, ensuring alignment with existing Alteryx workflows and Adaptive Planning processes.

Lead regularly scheduled team calls to review project statuses, discuss lessons learned, and proactively solve operational challenges.

Lead platform charge-out processes related to COE labor in support of transition or transformation projects, as well as Adaptive planning technology cost allocations.

Assist with implementations and associated workflow configurations.