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 agile 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 – FP&A; Senior Analyst

About the Role: The FP&A; Senior 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 FP&A; 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 You’ll Do:

CRM Operations & Job Management

Conduct AML for new customers and change request for existing customers.

Set up Customer in Peoplesoft

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 in Finishline, 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

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 FP&A; 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 FP&A; Senior Analyst serves as the first level of exception escalation within the BSO tiered operating model. FP&A; Analysts escalate exceptions that fall outside standard operating procedures to the FP&A; Senior Analyst for assessment and resolution.



Where exceptions exceed the FP&A; Senior Analyst's 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 FP&A; 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 FP&A; 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 FP&A; Manager/Team Leader

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

Key Performance Indicators:

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 in Finishline

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 You'll Need:

Essential Requirements

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

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 world’s 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.

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📌 FP&A Senior Analyst (Hyderabad)
🏢 Cbre
📍 Hyderabad