Overview
This role supports enterprise occupier accounts by driving operational performance and account business intelligence. Responsibilities include financial management, KPI governance, executive reporting, continuous improvement, and cross-functional leadership to enhance account performance and client satisfaction.
Responsibilities
Account Governance & Client Delivery
- Lead the development and execution of account governance programs, operational reviews, and executive reporting initiatives.
- Coordinate Quarterly Business Reviews, governance meetings, and performance review discussions with client stakeholders.
- Develop client-facing presentations, executive summaries, performance scorecards, and leadership communications.
- Ensure consistency, accuracy, and alignment across client deliverables, reporting packages, and service line communications.
- Support annual business planning, strategic planning, and account operating plan initiatives.
- Identify operational risks, opportunities, and trends impacting account performance and recommend appropriate actions.
Financial Management & Performance Analysis
- Develop and maintain account financial forecasts, profitability models, and operational performance reporting.
- Monitor EBITDA performance, profitability trends, revenue forecasts, and budget performance through Power BI and related reporting platforms.
- Analyze financial and operational trends to support strategic business decisions and account planning.
- Partner with Finance and Account Leadership to support budgeting, forecasting, accruals, profitability reviews, and financial governance.
- Support purchase order management, invoicing processes, revenue tracking, and financial reconciliations.
- Prepare quarterly and annual financial reviews comparing actual performance against forecasted results.
- Identify opportunities to improve account profitability, operational efficiency, and financial performance.
KPI & Performance Management
- Oversee KPI collection, validation, governance, and reporting across account functions.
- Monitor performance against service level agreements, client objectives, operational commitments, and strategic priorities.
- Develop executive dashboards and performance scorecards that provide meaningful business insights.
- Support development and implementation of performance improvement plans when operational gaps or risks are identified.
- Establish performance measurement frameworks that improve accountability and visibility across service delivery teams.
Business Intelligence & Reporting
- Develop and maintain advanced reporting solutions utilizing Excel, Power BI, and business intelligence tools.
- Consolidate, validate, and analyze data from multiple operational and financial systems.
- Produce monthly, quarterly, and annual reporting packages supporting account leadership and client stakeholders.
- Deliver profitability analysis, savings reporting, portfolio reporting, operational scorecards, and executive dashboards.
- Translate complex data into concise business insights and actionable recommendations.
- Support data governance initiatives that improve reporting accuracy, consistency, and transparency.
Operational Excellence & Continuous Improvement
- Identify opportunities to improve business processes, governance controls, operational consistency, and reporting effectiveness.
- Develop and implement process improvement initiatives across service lines and account functions.
- Create scalable reporting frameworks and standardized operating procedures.
- Lead initiatives focused on workflow optimization, productivity enhancement, and service delivery improvements.
- Support change management efforts related to operational enhancements and strategic initiatives.
Cross-Functional Leadership
- Partner closely with Client Finance, Procurement, Transaction Management, Lease Administration, Project Management, Workplace Strategy, and Occupancy Planning teams.
- Lead operational reviews, KPI discussions, governance meetings, and account performance discussions.
- Present business performance, operational metrics, strategic recommendations, and improvement opportunities to leadership and client stakeholders.
- Influence decision-making across matrixed teams without direct reporting authority.
- Support complex account initiatives, strategic projects, and business transformation efforts.
Supplier Diversity & Strategic Programs
- Lead supplier diversity reporting, governance, and performance monitoring efforts.
- Track diverse supplier participation and identify opportunities to expand engagement.
- Manage supplier diversity reporting platforms and performance metrics.
- Support client diversity, inclusion, sustainability, and responsible procurement initiatives.
- Develop client-facing communications and reporting highlighting program achievements and opportunities.
- Collaborate with suppliers, procurement teams, and client stakeholders to advance strategic program objectives.
Compliance, Controls & Revenue Assurance
- Review transaction, revenue, and operational documentation for compliance and accuracy.
- Support revenue recognition, invoicing governance, and accounts receivable management activities.
- Monitor payment status and support issue resolution where required.
- Assist with revenue recovery initiatives and operational problem resolution.
- Establish and maintain operational controls that improve reporting integrity, financial accuracy, and governance compliance.
- Identify operational risks and implement mitigation strategies to protect client and business interests.
Requirements
- 7-12 years of experience in commercial real estate operations, business operations, finance, consulting, analytics, or related functions.
- Bachelor's degree in Business, Finance, Real Estate, Economics, Analytics, or a related discipline.
- Experience supporting large corporate clients, enterprise accounts, or complex service delivery environments.
- Experience supporting Fortune 500 clients and multi-market portfolios.
- Knowledge of transaction management, lease administration, occupancy planning, project management, procurement, or account operations functions.
- Strong financial analysis, forecasting, reporting, and business intelligence capabilities.
- Advanced proficiency in Power BI, Microsoft Excel, financial modeling, and reporting tools.
- Demonstrated ability to prepare executive-level reports, presentations, and strategic recommendations.
Preferred Qualifications
Compensation & Benefits
Compensation
- Approximate compensation range: $143,977 to $175,000 USD
- Area/Location Specific: Various locations listed above
Bonus
- This position is eligible for an annual bonus, based on company and individual performance.
Benefits
- Employer-subsidized medical benefits including RX, dental, and vision
- Employer-paid basic life/AD&D insurance and short-term/long-term disability
- 401k plan with employer match
- 10 days of sick leave and a minimum of 15-days vacation annually
- Certain senior-level roles are eligible for unlimited time off
- 10 paid holidays plus two personal flex days throughout the calendar year
- Paid parental leave: 12 weeks (for birth parents) and 4 weeks (for non-birth parents, including adoptive/foster parents) after successful completion of 90 days of employment
- Additional or different benefits may be available under applicable state law
Location
- Remote working arrangement out of various locations listed above.
Work Authorization & Other Requirements
- Applicants must be currently authorized to work in the United States on a full-time basis.
- The employer will not sponsor applicants for work visas.
- Direct applicants only; no agencies.
- Applications will be accepted on an ongoing basis.
Equal Opportunity
- The organization is an equal opportunity employer and provides reasonable accommodation to qualified applicants upon request for the job application, pre-employment testing, interviews, or participation in the hiring process.