Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery.

In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.

About the Role:

As a CBRE Finance Lead, Planning & Analysis, you will be responsible for conducting easy to moderate standard financial analysis and ad hoc finance projects.

This job is responsible for providing financial leadership and analytical support across a portfolio of integrated facilities management accounts. This role partners closely with Operations, Account Leadership, and Corporate Finance to drive forecasting accuracy, budgeting, financial reporting, profitability improvement, and strategic decision-making.

What You’ll Do:

- Lead monthly, quarterly, and annual forecasting processes for assigned client accounts.
- Develop and manage annual operating budgets and long-range financial plans.
- Analyze actual performance against budget and forecast, identifying risks, opportunities, and key business drivers.
- Provide recommendations to improve profitability, cost efficiency, and operational performance.
- Prepare and present detailed financial analyses, including variance reporting, trend analysis,



and business case evaluations.
- Support pricing reviews, contract renewals, and new business opportunities through financial modeling.
- Analyze labor, subcontractor, maintenance, and operating costs to identify savings opportunities.
- Develop KPIs and dashboards to provide actionable insights to business leaders.
- Prepare monthly financial reporting packages and executive-level summaries.
- Ensure compliance with corporate financial policies, accounting standards, and internal controls.
- Support month-end close activities and financial reconciliations.
- Assist with internal and external audits as required.
- Support the monthly and quarterly review of subsegment results including P&L;, capital, KPIs, CAPEX and spending.
- Assist with cost improvement and savings opportunities and collect data supporting commercial assessments.
- Support the annual budget process.
- Help with monthly and quarterly forecasting and strategic planning processes.
- Produce routine and adhoc financial reports, packages and pro forma analyses.
- Work within standardized procedures and practices to achieve objectives and meet deadlines and use existing procedures to solve standard problems.
- Have some knowledge of standard principles with limited practical experience in applying them.
- Lead by example and model behaviors that are consistent with CBRE RISE values.
- Impact the quality of own work.
- Work within standardized procedures and practices to achieve objectives and meet deadlines.
- Exchange straightforward information, asks questions and check for understanding.

📌 Finance Lead, Planning & Analysis (Toronto)
🏢 CBRE Group
📍 Toronto