Financial Analyst - Order to Cash (OTC)
CBRE
Financial Analyst - Order to Cash (OTC)
Job ID
244240
Posted
24-Oct-2025
Service line
Corporate Segment
Role type
Full-time
Areas of Interest
Accounting/Finance, Administrative
Location(s)
Kuala Lumpur - Wilayah Persekutuan Kuala Lumpur - Malaysia
**Office Location :** CBRE KL BSO, Bangsar South
**About the role:**
You will be part of a newly set-up support team under a global finance migration project, offering a unique opportunity to learn, grow, and gain hands-on experience across the full end-to-end Order-to-Cash (OTC) process in Microsoft Dynamics 365, including lead and opportunity management, customer setup, project contract setup, billing, cash application, and reporting.
**What You’ll Do:**
+ Maintain accurate and up-to-date records for customers, projects, and transactions in the system.
+ Support invoice generation and payment tracking to ensure timely billing and cash application.
+ Help reconcile customer accounts and investigate discrepancies such as unapplied or misapplied payments.
+ Collaborate with internal teams across regions (APAC, EMEA & NAM)
+ Ensure timely and accurate processing of all requests and transactions in compliance with SLA and KPI requirements.
+ Participate in knowledge transfer, training, and team activities as part of a newly established support team.
+ Assist in preparing documentation for audits or internal reviews.
+ Maintain strict adherence to company policies and SOX compliance requirements.
**What You’ll need:**
+ Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field is preferred.
+ Up to 3 years of relevant experience in OTC or Accounts Receivable is a plus.
+ Fresh graduates are welcome to apply.
+ Basic knowledge of Excel (e.g., SUMIF, VLOOKUP, CONCATENATE, Pivot Tables, Conditional Formatting…)
+ Able to read, write, and speak in English for business communication.
+ Familiarity with Microsoft Dynamics 365 (Sales, Project Operations, or Finance) is an advantage.
+ Flexible with working hours and willing to support overtime during month-end closing and peak periods.
**_Why CBRE_**
_When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. 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. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants._
**_Applicant AI Use Disclosure_**
_We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process._
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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