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FP&A Clerk/Coord

Company: CBRE
Location: Milwaukee
Posted on: April 2, 2024

Job Description:

FP&A Clerk/Coord

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Milwaukee - Wisconsin - United States of America

Full Spectrum Lab Services from CBRE offers a professional suite of services to a variety of clients in the life sciences industry, including those in pharmaceuticals, biotech, medical devices, and genomics, as well as contract research organizations (CROs) and contract manufacturing organizations (CMOs).

Our comprehensive range of services includes laboratory consulting, real estate services, instrumentation repair and maintenance, full asset management, and more-covering the entire spectrum of life sciences facilities. With expertise across various life sciences categories, CBRE is a leader in managing highly-regulated spaces within the industry.

As a CBRE Financial Planning & Analysis Clerk/Coordinator, you will be responsible for performing a variety of routine and non-routine financial operational activities, preparing simple standard financial analyses, and performing ad hoc finance projects.

What you'll do

  • Complete data entry and follow-up procedures to support a variety of accounts receivable and/or accounts payable transactions in accordance with established timeframes.
  • Prepare and submit MIP and Recurring Invoices, Manage AR Aging and Customer Collections
  • Conduct peer review of various financial operation accounting transactions to follow department policies and procedures.
  • Prepare standard financial analysis and ad hoc finance projects.
  • Provide support and assistance in compiling budgetary and fiscal data received from assigned departments.
  • Monitor, troubleshoot, and respond to internal and external inquiries through financial operations shared mailboxes or other established methods.
  • Complete updates to applicable trackers and processing manuals for a portfolio of assigned work.
  • Participate in internal and external audits as needed.
  • Use existing procedures to solve straightforward problems while having a limited opportunity to exercise discretion.
  • Impact through clearly defined duties, methods, and tasks are described in detail
  • Deliver own output by following defined procedures and processes under close supervision and guidance.

    What you'll need

    • High School Diploma or GED with up to 2 years of job-related experience.
    • Ability to follow basic work routines and standards in the application of work.
    • Communication skills to exchange straightforward information.
    • Working knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
    • Strong organizational skills with an inquisitive mindset.
    • Basic math skills. Ability to calculate simple figures such as percentages, discounts, and markups.

      Communication skills

      Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.

      Ability to respond effectively to sensitive issues.

      Financial knowledge

      Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.

      Reasoning ability

      Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires analytical and quantitative skills.


      Intermediate skills with Desktop publishing, Microsoft Office Suite and Online Help.

      Why CBRE?

      We offer comprehensive benefits such as health, vision and life insurance, 401k, personal time off, among others.

      Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

      CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

      NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

Keywords: CBRE, Milwaukee , FP&A Clerk/Coord, Other , Milwaukee, Wisconsin

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