Under minimal supervision, works directly with internal and external clients and provides analysis and reporting on the various data elements required for setup of a new transition account/client.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Lead calls with internal and external clients to review data collected and follow up on remaining data requirements.
Maintain and publish data tracking report on a routine basis for each transition in order to successfully inform new client and all stakeholders of project status.
Review real estate specific data received from client for completeness. Report deficiencies to Transition Leader and to internal and external clients directly in order to ensure any/all corrective actions are taken and data accuracy persists.
Prepare data templates for upload into various CBRE software tools. Review data loaded for accuracy and completeness.
Assist accounting transition leader with or, as needed, independently complete accounting software setup tasks.
Complete all accounting transition project plan tasks assigned by the transition leader timely and accurately in order to ensure desired service levels are met for new clients/accounts.
Performs other duties as assigned.
EDUCATION and EXPERIENCE
A Bachelor's Degree in Accounting, Finance or related field and 2-4 years of related experience is required. Experience with real estate accounting software, preferred.
CERTIFICATES and/or LICENSES
None.
OTHER SKILLS and ABILITIES
Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Ability to work in multiple accounting software applications.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position.
Internal Number: 21001622
About CBRE
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.
