Finance Director- Transitions

at CBRE in Oklahoma City, Oklahoma, United States

Job Description

Finance Director- Transitions

Job ID




Service line

GWS Segment

Role type


Areas of Interest



Remote – Canada – Remote – Canada – Canada, Remote – US – Remote – US – United States of America

About us:

Get ready for an exciting career with CBRE!

CBRE is the global leader in commercial real estate services. We have been ranked the industry’s top brand by the Lipsey Company for 15 consecutive years and one of Fortune’s “Most Admired Companies” in the sector for four years running!

Through our values of respect, integrity, service, and excellence, we steadfastly focus on crafting successful outcomes for our clients, employees, and shareholders.

We offer a competitive compensation package with benefits Medical, Dental, Vision, 401(k), Disability, Paid holidays and Vacation.

About the role:

As a Senior-Level Finance Transition Leader, this role will represent GWS Finance during the onboarding of new Global Enterprise clients into CBRE, as well as support existing account expansions. Will own service delivery for all aspects of Finance & Accounting, including ERP system configuration, client billing and financial reporting processes, Corporate PeopleSoft setup, Client budget creation and process development, and team hiring and training.

Transition Administration

+ Carry out all steps required to set up Finance & Accounting systems and processes for a new contract, across multiple regions and various systems. Ensure all Finance transition activities are completed accurately and per scheduled delivery.

+ Lead weekly Finance & Accounting Discovery & Solutioning Calls with both client and internal CBRE teams. Arrange and attend ad hoc meetings as needed.

+ Proactively monitor transition spend activity for all service lines and partner with Transition Leadership to review variances and update forecast on a monthly basis

+ Review all contractual documents to understand terms agreed, scope, deliverables, timeline, and financials. Complete a contract abstract for distribution to other Transition resources and dedicated account team.

+ Partner with junior members of the Finance transition team to provide transition oversight and training. Act as a mentor to new Transition Leads and assist Finance Transition Director with training opportunities and initiatives for the team.

Financial System Configuration

+ Ensure ERP and P2P Systems are optimally configured to align with client needs and contract requirements. Includes set up of CBRE-managed locations, chart of accounts mapping, delegation of authority and user roles, and client-directed cost centers and chargebacks

+ Initiate new client/contract set up in Corporate system (PeopleSoft).

+ Collaborate with other lines of business (Sourcing, Operations, IT) to establish optimum CMMS and P2P processes and workflows across all regions. Identify and resolve potential business risks as they arise.

+ Assist with set up of additional tools such as Adaptive Planning budget software, ValueTrack (cost savings), and Vantage Analytics dashboards

+ Participate in system testing prior to account Go-Live

Finance Processes, Procedures and Reporting

+ Establish finance & accounting processes for new clients using CBRE standard procedures and best practices. For multi-region accounts, ensure global consistency and optimization.

+ Develop monthly financial report for each client per contract requirements, customizing where needed to satisfy clients.

+ Build Year One Operational Budget, to be agreed with client, and establish budget/forecasting timing and processes going forward

+ Document standard operating procedures and ensure Finance Transition playbooks are available and kept up to date.

Finance Staffing & Training

+ Identify and interview candidates for new Finance positions. Assist with onboarding of new hires.

+ Conduct Finance team training and hand-off of established processes.

This role does not currently have direct reports but may be asked to manage and supervise the work of other team members. Direct reports may be added in the near term.

Candidate should lead by example and display behaviors that are consistent with the company’s values.

What you’ll need:

To perform this job successfully, an individual should be able to perform each 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.

Bachelor’s degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of eight years related experience to include at least three years in a lead or supervisory capacity. Public accounting experience preferred.

CPA or MBA (graduate degree) preferred, but not required (depending on experience).

Excellent written and verbal skills are critical as this role will require heavy client contact, as well as frequent collaboration with internal leaders and peers. Candidates should feel comfortable leading meetings and hosting training sessions, both in person and via Zoom video.

Experience working with global teams preferred.

Ability to provide efficient, timely, reliable and courteous service to clients and internal team members.

Ability to respond effectively to sensitive issues and work collaboratively with business partners, key employees, top management, and client groups on various projects.

Requires in-depth knowledge of financial terms and principles. Ability to forecast and prepare budgets. This position conducts financial/business analysis, including the preparation of sophisticated reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience desired (depending on the specific finance role).

Ability to solve problems and take care of a variety of options in situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Ability to problem-solve, both independently and working as a team. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.

Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired (particularly HFM Consolidation, PeopleSoft Financials and Cognos Planning). Knowledge of real estate service industry and terminology is helpful. Ability to plan and manage multiple projects and work streams. Strong work ethic and adaptable.

Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting department goals. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.

CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the position is $120,000 annually and the maximum salary for the position is $160,000 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.

The application window is anticipated to close on February 13th and may be extended as needed. Or to express interest in similar roles, visit

CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment oppor

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Job Posting: JC255142766

Posted On: Feb 10, 2024

Updated On: Mar 09, 2024

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