CBRE Limited_香港商世邦魏理仕有限公司台灣分公司

職務名稱: 財務分析師, 不動產管理 工作概要: 本職位負責支援物業管理團隊, 處理和核對帳務交易, 並準備和維護租金收款, 支付, 租金保證金, 管理費用, 和用電費用等相關記錄。另外, 候選人還負責記錄租賃物業的檔案。這個職位的關鍵部分是利用Salesforce軟體, 來簡化業務流程並維護準確的記錄。 主要職責和責任: • 解決付款差異, 並收集相關付款交易, 租賃條款和其他相關資訊。 • 計算和處理租金付款, 和其他租賃相關付款。 • 與財務, 付款部門合作, 來確保日常付款 (e.g. 租金, 管理費用) 的支付。 • 追蹤與租賃相關的付款, 利用資料庫處理租金清單, 並準備匯出檔案, 送交會計部門進行付款處理。 • 準備和發佈定期和臨時報告, 並確保及時, 精確的報告。設計報告, 利用各種報表工具, Excel, Word, 和/或 Access。 • 進行年度營運費用核對, 監控審計窗口, 和審計要求, 並記錄在租賃文件中。 • 創建和維護客戶租賃檔案, 並確保檔案中包含最新, 精確的資訊。 • 檢查和審核同事的工作, 來確保數據的質量和準確性。 • 可能提供和/或協助預算和預測活動。 • 可能進行財務分析/會計, 包括付款, 租金清單, 和預算, 依據所需的會計原則 (GAAP, 稅務, 現金, 等等)。 • 建立良好的客戶, 房東, 其他功能和供應商的關係。 • 租賃管理: 使用Salesforce軟體, 來記錄和維護租賃摘要, 並確保所有關鍵租賃條款 (e.g. 租金, 時間, 條款) 都更新和可用於報告和分析。 • 物業管理: 支援企業服務人員, 包括設施管理團隊和工作場所 -------------------------------------------------------------------------------- Job Title: Finance Analyst, Estate Management, Taiwan JOB SUMMARY The role is to support the Estate Management Team to prepare, processes and reconciles AP transactions, prepare journal, prepare and maintain accurate and up-to-date trackers and reports for fund receipts, payments, rent deposits, management fees, and utilities expenses. In addition, the candidate is responsible for the documentation of a portfolio of leased properties. A key component of this position involves leveraging technology, including Salesforce software, to streamline operations and maintains accurate records. ESSENTIAL DUTIES AND RESPONSIBILITIES • Resolves payment variances by researching and gathering information about payment transactions, lease terms and other relevant items. • Calculates and processes rent payments, and all other lease related payments. • Collaborate with teams (e.g., Finance, Account Payable) to align BAU payments (e.g., rental, management fee) • Tracks payables associated with the leases in portfolio. Processes client rent rolls utilizing the database. Prepares export files and sends to accounting for payables processing. • Prepares and distributes periodic and ad hoc reports in a timely, accurate manner. Designs reports utilizing various report writers, Excel, Word, and/or Access. • Performs annual operating expense reconciliations, monitors audit windows and audit requirements contained in the lease documents. • Creates and maintains client lease files ensuring they contain current, accurate information. • Cross-checks and reviews work of peers to ensure quality and accuracy of data. • May provide and/or assist with budgeting and forecasting activities. • May conduct financial analysis/accounting as appropriate, including AP, rent rolls, and budgets in accordance with required accounting principles (GAAP, Tax, Cash, etc.). • Develop good working relationship with clients, landlords, other functions and supply partners • Lease Management: Document and maintain accurate lease abstracts via Salesforce software, ensuring all critical lease terms (e.g., rent, duration, clauses) are updated and accessible for reporting and analysis. • Property Management: Support Corporate Services staff, including Facility Management Team and Workplace and Construction Management Team, to achieve operational goals (e.g., maintenance, repairs, and building due diligence) • Performs other duties as assigned.

1.客戶開發-估價業務發展策略制定與計畫執行、獨立開發潛在客戶。 2.客戶關係維持-定期拜訪及聯繫客戶，維持穩定客戶關係。 3.接案階段-深入了解客戶需求，分析案件執行成本與風險，提供各類案件詢、報價服務，並協助委託契約製作。 4.執行階段-控管估價各案件執行進度，協助客戶意見溝通，確保符合案件進度規劃。 5.市場資訊蒐集-蒐集、整理、分析市場訊息，制定業務發展策略。 6.業績匯報-制定業務發展報表，並定期匯報計畫執行成效。 7.部門合作-協助辦理跨部門大型會議、行銷活動及記者會等。

SUMMARY The Real Estate Manager will be responsible for day to day management of our client's portfolio, managing the returning/handover of leased sites to Landlords, processing associated documentation, negotiating new licences and easements, arranging lease renewals with the landlord, undertaking lease surrenders at the expiry of the lease, working with the CBRE Strategy and Transaction Management teams to undertake portfolio optimization initiatives and keeping and storing accurate files. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: ▪ Lease renewal or extension of current contracts without rent challenge or negotiation ▪ Sublease Renewal where no marketing and only minor negotiation required ▪ Lease termination (lease disposal which does not involve negotiation with landlord for e.g. executing end of term termination, executing a right to terminate) ▪ Monitoring all lease critical dates to ensure that all client's contractual obligations are met ▪ Working with Country Lead to develop initiatives at country level ▪ Managing the handover of client's assets on owned and leased property with support of FM ▪ Performing site inspections (as needed) ▪ Prepare business approval documents and related financial analysis ▪ Support Country/ Sub-regional Lead in preparation of budget and forecast exercises ▪ Support Country/ Sub-regional Lead in audits, reporting, portfolio planning and finance management ▪ Build good relationship with client's landlords/ tenants and resolve any issues ▪ Document activities with designated software or reporting formats ▪ Ensure payments are as per contract obligations ▪ Other duties may be assigned. ESSENTIAL SKILLS include the following: ▪ Accounting / budgeting ▪ Proactively managing customer relationships ▪ Full financial analysis skills ▪ Demonstrates excellent understanding of customer needs ▪ Commercial acumen ▪ Excellent presentation skills ▪ Multi-tasking and sensitive to cross-cultural exposures ▪ Organizing and prioritizing a large and varied workload ▪ Strong Communication (verbal & written) and Negotiation skills EDUCATION and EXPERIENCE ▪ Bachelors Degree or equivalent ▪ Degree in Real Estate, Facilities Management, Engineering or related discipline ▪ 5 + years in the real estate industry ▪ Account/client management skills ▪ More experienced candidates will be considered for a Senior Manager position. COMMUNICATION SKILLS ▪ Ability to comprehend, analyses and interpret complex business documents. ▪ Ability to respond effectively to highly sensitive issues. ▪ Ability to write reports and articles using distinctive style. ▪ Ability to make effective and persuasive presentations on complex topics to employees and clients. ▪ Ability to motivate and negotiate effectively with key employees, management, and client groups to take desired action. ▪ Fluency in English and local language ▪ Must be able to act as client's representative in sensitive discussions with local authorities