Senior Analyst, Financial Planning & Analysis

Jobtailor; Toronto; On-site; CAD 85,000 - 120,000; Full time

Job summary

JLL in Toronto seeks an experienced FP&A professional to coordinate quarterly forecasts and annual budgets, build scenario-based financial models, and support strategic planning. You will deliver executive-ready reports, dashboards, and narratives for senior management and clients.

The role requires 3–5 years in FP&A, advanced Excel and Power BI skills, and knowledge of Yardi/Voyager tools. Strong communication and cross-functional collaboration are essential.

Qualifications

• University degree in Business, Finance, or related field.
• CPA designation or actively pursuing (strongly preferred).
• Minimum 3-5 years of progressive experience in financial planning & analysis.
• Experience in commercial real estate or property management (preferred).
• Expert-level financial modeling skills.
• Advanced Microsoft Excel proficiency, including complex formulas, macros, and data analysis.
• Proficiency using AI tools for financial analysis, data summarization, and automation.
• Advanced proficiency with Power BI, Power Query, or similar BI tools.
• Knowledge of Yardi Voyager, Retail Manager and Forecast Manager (asset).
• Excellent written and verbal communication; ability to present clearly.

Responsibilities

• Coordinate, analyze, and consolidate quarterly forecast and annual budget processes.
• Build financial models with scenario and sensitivity analysis.
• Develop driver-based forecasts and support strategic planning initiatives.
• Prepare consolidated financial reports and variance analyses for senior management.
• Analyze KPIs including EBITDA, NOI, revenue trends, and capital expenses.
• Translate financial performance into executive-ready presentations and dashboards.
• Contribute to FP&A modernization through automation and AI-enabled analysis.
• Build relationships with business partners across departments and communicate complex financial information.
• Represent FP&A on cross-functional and technology projects.

Skills

Financial Modeling

Budgeting

Forecasting

Power BI

Data Analysis

Education

CPA Designation

Tools

Yardi Voyager

Retail Manager

Forecast Manager

Excel

Power Query

Job description

• Coordinate, analyze, and consolidate quarterly forecast and annual budget processes
• Build financial models with scenario and sensitivity analysis
• Develop driver-based forecasts and support strategic planning initiatives
• Prepare consolidated financial reports and variance analyses for senior management and clients
• Analyze KPIs including EBITDA, NOI, revenue trends, operational expenses, and capital expenses
• Recommend interventions to improve cost-effectiveness using portfolio and market benchmarking
• Translate financial performance into executive-ready presentations, dashboards, and written narratives
• Contribute to quarterly presentations and reporting packages for the JLL Executive Committee, senior management, and external stakeholders
• Build relationships with business partners across departments and communicate complex financial information
• Represent FP&A on cross-functional and technology projects
• Develop and implement enhanced reporting tools, processes, and systems
• Contribute to FP&A modernization through automation, AI-enabled analysis, standardized KPIs, Power BI reporting, and executive visualization
• Identify opportunities to shift recurring work toward higher-value strategic analysis
• Support ad hoc analysis, special initiatives, and sensitive assignments at senior leadership’s direction

Requirements

• University degree in Business, Finance, or related field
• CPA designation or actively pursuing (strongly preferred)
• Minimum 3-5 years of progressive experience in financial planning & analysis, including forecasting, budgeting, and management reporting
• Experience in commercial real estate or property management (preferred)
• Expert-level financial modeling skills
• Advanced Microsoft Excel proficiency, including complex formulas, macros, and data analysis
• Proficiency using AI tools for financial analysis, data summarization, workflow automation, presentation development, and business communication
• Advanced proficiency with Microsoft Office Suite, including PowerPoint and SharePoint
• Experience with Power BI, Power Query, or similar data visualization and business intelligence tools
• Knowledge of Yardi Voyager, Retail Manager and Forecast Manager (asset)
• Ability to work with large datasets, extract insights, and present findings clearly and concisely
• Exceptional analytical skills and ability to link financial results to strategic and operational activities
• Strong attention to detail and ability to ensure data accuracy
• Excellent written and verbal communication skills
• Strategic, innovative mindset and intellectual curiosity
• Superior organizational skills and ability to manage competing priorities and deadlines
• Self-motivated, proactive, and results-oriented
• High standards of business ethics and ability to handle confidential information with discretion
• Collaborative team player with strong interpersonal skills
• Bilingual proficiency in English and French, spoken and written (asset)
• Please attach an English version of your résumé

Core Competencies

Demonstrates expertise in financial planning and analysis, including advanced financial modeling, budgeting, and forecasting. Proficient in utilizing tools like Power BI and Microsoft Excel to analyze data and present insights effectively.

Highest-signal resume keywords

• Financial Modeling
• Budgeting
• Forecasting
• Power BI
• CPA Designation

Hard Skills

• Financial Analysis
• KPI Analysis
• Variance Analysis
• Data Analysis
• Scenario Analysis
• Sensitivity Analysis
• Portfolio Benchmarking
• Reporting
• Automation
• Data Visualization

Soft Skills

• Analytical Skills
• Attention to Detail
• Communication Skills
• Organizational Skills
• Interpersonal Skills

Certifications & Qualifications

• CPA Designation

Industry Keywords

• Financial Planning & Analysis
• Commercial Real Estate
• Property Management
• Executive Presentations
• Strategic Planning

Tools & Technologies

• Microsoft Excel
• Microsoft Office Suite
• Power BI
• Yardi Voyager
• Retail Manager
• Forecast Manager
• AI Tools