Finance Analyst
ID Công việc
272731
Đã đăng
27-Tháng 4-2026
Đường dây dịch vụ
Corporate Segment
Loại vai trò
Toàn thời gian
(Các) Địa điểm
Hyderabad - Telangana - India
Why CBRE Business Services Organization (BSO):
When you join CBRE Business services Organization (BSO), you become part of a global leader in commercial real estate and investment services that help businesses and people thrive.
At CBRE- Business services Organization (BSO), We are dynamic problem solvers and forward-thinking professionals who create significant impact.
CBRE Business Services Organization (BSO), Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people and you have the opportunity to realize your full potential.
Job Title – Finance Analyst
About the Role:
The BSO Finance Analyst is responsible for the accurate and timely execution of day-to-day operational processes supporting the UK Advisory business. Working within the BSO team, this role delivers core services including CRM job setup, invoice generation through Finishline and PeopleSoft, and ongoing data maintenance to ensure the integrity of all operational records.
This is a detail-oriented execution role, ideal for a motivated professional looking to build a career in finance operations within a global real estate services environment. You will work to defined SLAs and standard operating procedures, with clear pathways for development into senior analyst and specialist positions.
What You’ll Do:
- CRM Operations & Job Setup
- Manage opportunities in the core CRM system (Salesforce/ClientIQ) using the correct instalment method or cloning approach for the relevant financial year
- Enter team member allocations, fee share information, and PeopleSoft Project IDs for both one off and regular opportunities
- Update opportunity instalments to invoiced status, enter invoice numbers, and close opportunities upon completion
- Maintain data accuracy across all CRM fields including naming conventions, close dates, currency, fees, IDAs, expenses, and contract information
- Finance Operations & Invoice Processing
- Generate invoices through FinishLine and PeopleSoft and submit for approval in line with established procedures
- Raise requests for accruals through Smartsheet and manage moving these requests to invoicing with required back up when ready and instructed they are ready for release
- Process credits and re bills
- Match intercompany invoices in MyBuy (voucher coding)
- Support the weekly debtor report review process, flagging items as directed
- Data Integrity, SLA Adherence & Exception Identification
- Run regular data integrity reports to ensure all opportunity information is current and accurate on a monthly basis
- Identify and flag data discrepancies and lost opportunities for review by the Senior Finance Analyst or Operations Manager
- Maintain operational records and documentation in accordance with standard operating procedures
- Ensure all tasks are completed within agreed SLA timelines, escalating risks or blockers promptly
- Exception Identification & Escalation
The Finance Analyst operates as the first point of exception identification within the BSO escalation framework. Exceptions that cannot be resolved within standard operating procedures must be escalated to the Senior Finance Analyst (Level 1) for investigation and resolution.
- Identify and document exceptions encountered during day-to-day processing across CRM, compliance, invoicing, and data management activities
- Monitor outputs from automated billing and revenue recognition system integrations (e.g. FinishLine to PeopleSoft, CRM to ERP data flows) and flag errors, mismatches, or failed transactions for investigation
- Attempt resolution of straightforward exceptions within the boundaries of documented SOPs, recording actions taken and outcomes
- Escalate all exceptions that fall outside standard procedures, require judgement, or involve potential financial or compliance risk to the Senior Finance Analyst (Level 1) with a clear description of the issue and any initial findings
- Log all identified exceptions in the team exception tracker, ensuring accurate categorisation, timestamps, and status updates
- Support the Senior Finance Analyst in gathering additional data or documentation required to resolve escalated exceptions
Your KPIs:
- Task completion within SLA timelines (target: 98%+)
- Invoice processing accuracy rate (target: 99%+)
- CRM data entry accuracy and completeness
- Compliance check turnaround time adherence
- Error and rework rates (target: minimal)
- Exception identification timeliness and quality of escalation documentation
- Automation exception flagging rate (proportion of system errors identified proactively)
- Responsiveness to stakeholder queries
What You'll Need:
- Essential Requirements
- Degree educated in Finance, Accounting, Business Administration, or a related discipline
- 0 to 2 years of experience in finance operations, shared services, or administrative support roles
- Proficiency in Microsoft Office including Excel (pivot tables, VLOOKUPs), Word, and Outlook
- Strong attention to detail with a methodical and accurate approach to data entry and processing
- Good analytical and numerical skills
- Excellent communication skills (written and oral) with the confidence to liaise with stakeholders
- Fluency in English (written and spoken) is essential
- Highly organised with the ability to meet strict and competing deadlines
- A proactive team player with a willingness to learn and develop
- Desirable Requirements
- Experience with Salesforce or equivalent CRM platforms
- Familiarity with PeopleSoft or similar ERP systems
- Interest in commercial real estate or professional services
Company Perks and benefits:
- Health Care: Health Insurance to Self, Immediate family & Parents/In-laws
- Accident & Term life Insurance for all employees Accident & Term life Insurance for all employees.
- Food & Snacks: Free Meals & snacks are provided in all shifts.
- Mental Wellbeing: A confidential service that provides facility of counselling to keep you emotionally & mentally well while dealing with the challenges.
- Child Care: We partner with Klay day care and CBRE employees get 100% waiver on admission fee. This Day school is in our HYD campus.
- Entertainment: On floor - Chess, Carrom board, Table tennis, Foosball.
Our Values in Hiring:
At CBRE, we are committed to fostering a culture where everyone feels they belong.
We value diverse perspectives and experiences, and we welcome all applications.
CBRE Business Services Organisation (BSO) is a part of CBRE Group, Inc. (NYSE:CBRE):
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of 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. Please visit our website at www.cbre.com. We routinely post important information on our website, including corporate and investor presentations and financial information. We intend to use our website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Such disclosures will be included in the Investor Relations section of our website at https://ir.cbre.com. Accordingly, investors should monitor such portion of our website, in addition to following our press releases, Securities and Exchange Commission filings and public conference calls and webcasts.
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