Jefferies
Finance Business Partner – Facilities & Real Estate
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Global Investment Bank
We are seeking a Finance Business Partner – Facilities & Real Estate to join our dynamic, results-driven team in a fast-paced, global investment bank. This is a hands-on, detail-oriented role requiring a part qualified accountant (CIMA preferred or equivalent) with experience in commercial Real Estate and Facilities Management.
The ideal candidate will be responsible for end-to-end financial management of real estate and facilities costs, acting as a critical bridge between the Finance Department and the Corporate Division, and ensuring accurate reporting, budgeting, and forecasting of real estate expenditures.
Key Responsibilities
Lease Accounting & Cost Management
- Ensure accurate accounting for lease costs, including reconciliation of service charges and CPI increases.
- Manage timely rent payments, liaising with landlords and resolving any queries.
- Monitor and report on real estate financial performance, ensuring alignment with lease agreements.
Budgeting, Forecasting & Financial Reporting
- Support budgeting and forecasting processes for real estate and facilities costs.
- Prepare and analyze month-end accruals, ensuring accuracy and completeness.
- Provide financial insights to senior stakeholders to support decision-making.
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Project Management
- Work closely with project teams, quantity surveyors, and project managers to monitor project budgets against actuals.
- Identify and mitigate risks of project overspending, ensuring on-time and on-budget delivery.
Stakeholder Engagement & Business Partnering
- Act as a liaison between Finance, Real Estate, Facilities, and Corporate Services.
- Partner with non-finance teams, ensuring financial insights are clearly communicated and understood.
- Build strong relationships with landlords, subcontractors, and internal stakeholders to optimize financial operations.
Key Requirements
Qualifications & Experience
- Part qualified CIMA, ACCA, or ACA accountant.
- Experience in real estate finance and facilities management.
- Awareness of commercial real estate market.
- Banking experience is a plus but not essential.
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Skills & Attributes
- Exceptional attention to detail with the ability to reconcile complex financial data.
- Highly proficient in Excel (macros not required but strong financial modeling and analysis skills needed).
- Deadline-driven and results-oriented, able to perform under pressure in a fast-paced environment.
- Excellent stakeholder management skills, particularly in working with non-finance teams.
- A proactive, hands-on approach, with a passion for understanding how corporate services functions within a bank works.
- Knowledge of Tririga, PeopleSoft, and Qlik Sense would be beneficial.
Why Join Us?
This is a high-impact role within a fast-growing, global organization. You will gain hands-on experience across all aspects of real estate finance, work closely with senior stakeholders, and play a crucial part in ensuring financial efficiency in our corporate real estate operations. If you’re looking for a fast-paced, commercially focused role where you can make a real difference, we’d love to hear from you.
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