Description
JOB SUMMARY
Performs routine analysis of processes and metrics to identify areas where team productivity and efficiencies can be improved within the financial operations team using Lean Six Sigma tools including time/motion studies and other techniques. Manages projects, implementations and training sessions related to process improvements, Business Continuity and Disaster Recovery for financial operations team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Gathers data on transactional activities and functions including vendor invoice processing, 1009 and tax processing, lease administration and cash receipt applications. Performs analysis for identified process improvement initiatives and provides results to leadership. May make recommendations to management based on information gathered.
Troubleshoots and resolves complex inquiries and requests from internal customers related to analysis and metrics collected. Responds to inquiries from internal customers who are given instruction on action to take related to a process improvement initiative.
Analyzes and troubleshoots issues related to internal and external processes. Implements process improvements by utilizing Lean Six Sigma methodology and time/motion studies.
Trains staff on new approved business processes (e.g. Manual bill upload initiative, etc.).
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers. May coordinate work and assign tasks.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
High school diploma or General education degree (GED) required. Associate's degree with concentration in Business or Finance preferred. Minimum of four years experience in administrative or financial transaction support; or equivalent combination of education and relevant experience.
CERTIFICATES and/or LICENSES
Lean Six Sigma formal training preferred.
COMMUNICATION SKILLS
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.
FINANCIAL KNOWLEDGE
Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
REASONING ABILITY
Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Intermediate to advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Must work well under pressure with proactive approach to routine and non-routine occurrences. Advanced organizational skills and attention to detail. Ability to work in multiple accounting software applications.
SCOPE OF RESPONSIBILITY
Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
*Colorado Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Financial Operations Analyst position is $75,000 annually and the maximum salary for the Financial Operations Analyst is $80,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.
Performs routine analysis of processes and metrics to identify areas where team productivity and efficiencies can be improved within the financial operations team using Lean Six Sigma tools including time/motion studies and other techniques. Manages projects, implementations and training sessions related to process improvements, Business Continuity and Disaster Recovery for financial operations team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Gathers data on transactional activities and functions including vendor invoice processing, 1009 and tax processing, lease administration and cash receipt applications. Performs analysis for identified process improvement initiatives and provides results to leadership. May make recommendations to management based on information gathered.
Troubleshoots and resolves complex inquiries and requests from internal customers related to analysis and metrics collected. Responds to inquiries from internal customers who are given instruction on action to take related to a process improvement initiative.
Analyzes and troubleshoots issues related to internal and external processes. Implements process improvements by utilizing Lean Six Sigma methodology and time/motion studies.
Trains staff on new approved business processes (e.g. Manual bill upload initiative, etc.).
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers. May coordinate work and assign tasks.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
High school diploma or General education degree (GED) required. Associate's degree with concentration in Business or Finance preferred. Minimum of four years experience in administrative or financial transaction support; or equivalent combination of education and relevant experience.
CERTIFICATES and/or LICENSES
Lean Six Sigma formal training preferred.
COMMUNICATION SKILLS
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.
FINANCIAL KNOWLEDGE
Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
REASONING ABILITY
Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Intermediate to advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Must work well under pressure with proactive approach to routine and non-routine occurrences. Advanced organizational skills and attention to detail. Ability to work in multiple accounting software applications.
SCOPE OF RESPONSIBILITY
Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
*Colorado Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Financial Operations Analyst position is $75,000 annually and the maximum salary for the Financial Operations Analyst is $80,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.
This job is no longer active.