Financial Operations Coordinator Job ID 217401 Posted 06-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative Location(s) London - England - United Kingdom of Great Britain and Northern Ireland LONDON VALUATION Financial Operations Coordinator **Role Purpose** The Financial Operations Coordinator will perform operational tasks contributing to the high quality and efficient service delivery for UK/International mandates. The role will report to the Financial Operations Manager and will be responsible for collaborating with the Hyderabad team. **Key Responsibilities** Finance + Act as the first point of contact for any billing queries from clients, valuers and Finance team. + Set up the billing process between the client and valuers. + Manage client purchase orders, currency information, billing frequency and billing entity info for upcoming invoicing and collaborate with Hyderabad to ensure this is embedded in invoice processing. + Send all invoices to clients. + Prepare intercompany agreement forms and documenting fee splits - IDAs in the UK on behalf of the valuers. + Prepare billing schedules for review and approval by valuers. + Monitor monthly forecast and ensure timely billing by Hyderabad team. + Gather and process monthly accruals. + Monitor and report on debt and collaborate with Finance to establish effective debt management and collection. + Process intercompany invoice requests and disbursements. + Processing Supplier Invoices through MyBuy - External suppliers only - non project related invoices CRM & QRM + Monitor ClientIQ opportunities and ensure data integrity and governance is followed by Hyderabad and London Valuation teams. + Manage the onboarding of clients and funds, including receiving client information, structure charts and all required documents to set up and onboard a fund/job. + Coordinate and assist with client due diligence questionnaires. + Manage the asset level RICS rotation tracker for their dedicated teams. + Manage and update the fund tracker (rotation tracker for whole of VAS) with signatory, contract, personnel changes. Also keep the fund property information up to date for pitches. + Manage the payment and coordination of PJM fees every quarter (International Division). + Monitor the client portal/information hub and support valuers with the extraction of documents for the upcoming valuation period + Collate property updates (leases, rent reviews etc.) for funds and distribute to patch valuers. + Maintain valuer database records up to date for their divisions. + Support valuers with change commentary schedules. Compliance & Data Integrity + Monitor the conflict schedule, auditing each fund to ensure asset sale and purchases are kept up to date and are reflected in CIS in collaboration with Hyderabad Data Admin team. + Manage Anti Money Laundering queries between Hyderabad and clients. + Act as a data quality assurance across all operational data to ensure data integrity and accuracy is met including updating expired opportunities (cleanse and organise historic data where required). **Person Specification/Requirements** + Proven experience in administration + Strong analytical skills with high attention to detail + Communicates clearly and professionally, verbally and in writing + Strong organisational and prioritisation skills, with the ability to handle several concurrent tasks and meet deadlines + Uses initiative and identifies solutions when a problem or difficult situation arises + Enjoys working under pressure in a fast paced, dynamic environment + Maintains a positive, proactive and helpful attitude + Team player, keen to support colleagues and clients **Working at CBRE** When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry. Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do—from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing. At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it’s like to work at CBRE, visit Life at CBRE **About CBRE** About CBRE Group, Inc. 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 2024 revenue). The company has more than 140,000 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. **Equal Opportunities** We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: https://www.cbre.co.uk/careers/accommodations 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, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)