Commercial Lead Job ID 230082 Posted 05-Aug-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Shanghai - Shanghai - China, Songjiang - Shanghai - China As the Account Commercial Lead, you will be a key financial leader responsible for the commercial performance of a significant CBRE account. You will be a strategic partner to the Operations team, driving financial planning, analysis, and reporting to ensure profitability and client satisfaction. A strong understanding of cost-plus models, advanced reporting capabilities, and financial planning systems is essential for success in this role. This role is part of the Financial Strategy and Operations function. **A typical day may involve:** **Financial Planning & Analysis:** + Lead the development and execution of budgeting, forecasting, and strategic planning processes for the assigned account. + Analyze financial performance, identify key drivers, and provide insights to support strategic decision-making. + Prepare and present financial reports to senior management, highlighting key performance indicators (KPIs) and variances. **Cost-Plus Model Expertise:** + Champion and manage the financial aspects of Cost Plus contracts. This includes in-depth understanding of cost-plus pricing, margin analysis, and expense management within the cost-plus framework. + Experience in transitioning accounts from fixed price to a cost-plus model. This includes the ability to navigate the challenges of transitioning, and a strong focus on ensuring accurate cost tracking and billing within the new model. + Ensure compliance with contractual obligations related to cost-plus pricing. **Reporting & Analytics:** + Oversee the preparation of accurate and timely financial reporting, ensuring compliance with accounting standards and internal policies. + Utilize and leverage the Vantage reporting platform to generate insightful dashboards and reports. + Analyze financial data to identify trends, risks, and opportunities for improvement. **Financial Systems & Tools:** + Utilize Adaptive Planning (CBRE's financial planning software) for budgeting, forecasting, and financial modeling. + Ensure data integrity and system efficiency. **Team Leadership & Management:** + Provide formal supervision to employees. Track the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees. + Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed. **Collaboration & Stakeholder Management:** + Partner with the Operations team to support initiatives, drive efficiency, and improve financial performance. + Collaborate with cross-functional teams to address financial challenges and implement solutions. + Communicate effectively with internal and external stakeholders, including clients. **Process Improvement & Compliance:** + Develop and implement financial policies and procedures to improve efficiency and ensure compliance. + Identify and solve complex operational and organizational problems. + Lead by example and model behaviors that are consistent with CBRE RISE values. **Requirements:** + Bachelor's Degree in Finance, Accounting, or a related field preferred with 8-12 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Significant experience working with cost-plus pricing models, understanding the nuances of cost tracking, margin analysis, and billing within a cost-plus framework. + Proven ability to manage and optimize financial performance within a cost-plus contract. + Experience in transitioning accounts from a fixed price to a cost-plus model is highly preferred. + Proficiency in the Vantage reporting platform is required. + Experience with Adaptive Planning (CBRE's financial planning software) is required. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred. + Ability to lead the exchange of sensitive, complicated, and difficult information, convey performance expectations, and handle problems. + Leadership skills to set, manage and achieve targets with a direct impact on multiple departments results within a function. **Analytical & Communication Skills:** + Expert organizational skills and an advanced inquisitive mindset. + Sophisticated math skills. Ability to calculate mildly complex figures such as percentages, fractions, and other financial-related calculations. + Excellent communication If this sounds like a good fit, we’d love to hear from you! Please submit your up to date resume for consideration, and note that due to high volumes of applications only suitable candidates will be contacted directly. People are the foundation upon which our success is built. Our company is diverse and so are the opportunities for professional and career development. Our people are free to expand their skills and knowledge to drive their careers and reach their full potential. CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)