Financial Operations Coordinator
Job ID
234152
Posted
27-Aug-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
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
Why CBRE
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. 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. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
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
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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