Senior Finance Analyst

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 – Senior Finance Analyst
About The Role
The BSO Senior Finance Analyst serves as a subject matter expert within the BSO team, responsible for the accurate and timely execution of complex finance and operational processes supporting the UK Advisory business. This role encompasses end to end management of CRM operations, compliance coordination, invoice processing, accruals management, and data governance, acting as a quality assurance checkpoint and escalation point for the Finance Analyst team.
You will be expected to handle the most complex transactions, mentor junior team members, drive process standardisation, and contribute to continuous improvement initiatives that enhance operational efficiency and service quality.
What Youll Do

CRM Operations & Job Management

Oversee and execute the management of opportunities in the core CRM system (Salesforce/ClientIQ), ensuring correct instalment methods, fee share allocations, and naming conventions

Manage complex multi-currency billing entries, ensuring accurate currency conversion and alignment with PeopleSoft project codes

Conduct regular data integrity audits on CRM records, identifying and resolving discrepancies in close dates, fees, IDAs, expenses, and contract information

Finance Operations & Accruals

Generate invoices through FinishLine and PeopleSoft and manage the approval workflow, ensuring timely submission and stakeholder notification

Process complex billing scenarios including credits, re bills, forex adjustments, and intercompany fee share allocations

Manage accruals processes, ensuring accurate revenue recognition aligned with opportunity instalment schedules

Coordinate intercompany invoice processing and reconciliation, including MyBuy voucher coding

Manage annual PeopleSoft project code closure and creation cycles for each financial year

Review and validate the weekly debtor report, flagging ageing items for escalation

Data Integrity & Exception Reporting

Run monthly data integrity reports across CRM, PeopleSoft, and compliance systems, identifying and remediating data quality issues

Cleanse and organise historic data to support migration, reporting, and audit requirements

Serve as a data quality assurance lead, ensuring accuracy and consistency across all operational systems

Identify lost or misclassified opportunities and ensure timely updates in coordination with UK Ops team

Mentoring & Process Improvement

• Provide day to day guidance and technical support to Finance Analysts, acting as the first point of escalation for operational queries and process exceptions
• Contribute to the development of standard operating procedures, training materials, and knowledge base documentation
• Identify opportunities for further process automation and system integration to reduce manual effort and improve accuracy
• Participate in SLA performance reviews and contribute insights for service improvement plans
• Exception Handling, Process Escalation & Automation Oversight (Level 1)
  
  
  

The Senior Finance Analyst serves as the first level of exception escalation within the BSO tiered operating model. Finance Analysts escalate exceptions that fall outside standard operating procedures to the Senior Finance Analyst for assessment and resolution. Where exceptions exceed the Senior Finance Analysts delegated authority or require cross functional decision making, they are escalated to the BSO Operations Manager (Level 2).

Process Exception Handling

• Receive, triage, and resolve Level 1 exceptions escalated by Finance Analysts across CRM operations, compliance, invoicing, and data integrity processes
• Investigate root causes of process exceptions, applying judgement and subject matter expertise to determine the appropriate resolution pathway
• Document exception resolutions and update standard operating procedures where recurring exceptions indicate a gap in process design or guidance
• Escalate unresolved or high risk exceptions to the BSO Operations Manager (Level 2) with a clear summary of the issue, investigation findings, and recommended resolution options
• Maintain the exception log for the team, ensuring all exceptions are recorded, categorised, tracked to resolution, and closed within SLA timelines
• System Integration & Automation Exception Management
• Act as the first line of investigation and resolution for exceptions generated by automated billing and revenue recognition system integrations, including data flow failures between FinishLine, PeopleSoft, and the CRM (Salesforce/ClientIQ)
• Monitor automated process outputs to identify errors, reconciliation mismatches, duplicate entries, or missing data arising from system-to-system integrations
• Investigate and remediate automation exceptions relating to invoice generation, accruals postings, instalment scheduling, intercompany allocations, and revenue recognition entries
• Coordinate with Technology and Finance Systems teams to report integration defects, validate fixes in test environments, and confirm successful reprocessing of failed transactions
• Identify patterns and recurring automation exceptions, conducting root cause analysis and proposing preventative measures or business rule adjustments to the BSO Operations Manager/Team Lead
• Support user acceptance testing (UAT) for new or updated system integrations affecting billing and revenue recognition workflows, ensuring exception scenarios are adequately tested before go live
• Maintain a working knowledge of integration logic, data mapping rules, and automation triggers across key finance systems to enable effective first line diagnosis
  

Your KPIs

• Invoice processing accuracy and cycle time (target: 99%+ accuracy, 48hr turnaround)
• CRM data integrity scores from monthly audit reports
• Compliance check completion rate within SLA (target: 100% within agreed timelines)
• Accruals accuracy and timely submission rates
• Level 1 exception resolution rate (target: 90%+ resolved without escalation to Level 2)
• Automation exception identification and remediation turnaround time
• Exception log completeness and categorisation accuracy
• Quality gate pass rate for compliance documentation
  

What Youll Need

Essential Requirements

• Degree educated in Finance, Accounting, Business Administration, or a related discipline

• Looking to get Placed? Try our Placement Guarantee Plan

  Get Hired
  3+ years of experience in finance operations, shared services, or GBS environments with a focus on billing, invoicing, and CRM management
• Proficiency in Salesforce (or equivalent CRM), PeopleSoft, and Microsoft Excel (intermediate to advanced: pivot tables, VLOOKUPs, data analysis)
• Solid understanding of Conflict of Interest, AML/KYC compliance processes
• Strong analytical skills with meticulous attention to detail
• Proven ability to investigate and resolve process exceptions, including experience working with system generated errors and reconciliation breaks
• Excellent communication skills (written and oral) with the ability to liaise effectively across functions
• Fluency in English (written and spoken) is essential
• Highly organised with the ability to prioritise competing deadlines in a fast paced environment
• Desirable Requirements
• Experience in commercial real estate or professional services
• Familiarity with FinishLine billing platform and intercompany reconciliation
• Experience mentoring or coaching junior team members
• Knowledge of process improvement methodologies (Lean, Six Sigma)
• Experience supporting UAT or working with system integration testing for finance platforms
• Understanding of data mapping, automation triggers, and reconciliation logic across ERP and CRM systems
  

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 worlds 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.
Service line: Corporate Segment