SME - Finance Transitions

Jones Lang LaSalle Incorporated; Gurugram District; Hybrid; INR 1,800,000 - 2,800,000; Full time

Job summary

Jones Lang LaSalle Incorporated (JLL) is seeking a Finance Transitions SME to own the financial setup of new client accounts from signing through go-live and into steady state, serving as the senior finance voice during onboarding.

You will prepare and reconcile transition budgets, set up accounting systems, and ensure clean billing and funding before handoff, while guiding Analysts and Team Leads through complex transitions in a fast-paced, client-focused environment.

Qualifications

• Bachelor's degree in Accounting or Finance; MBA, CA, or CPA a plus.
• 7+ years of relevant experience in client or account transitions/onboarding.
• Hands-on experience with an accounting/ERP platform (JD Edwards/E1, SAP, Oracle, or equivalent).
• Strong Excel skills and comfort with reporting/coordination tools (Power BI, Tableau, Azure DevOps, SmartSheet).
• Strong analytical, organizational, and coordination skills; proven ability to guide others through complex, deadline-driven work.
• Excellent verbal and written communication skills; client-facing experience.
• Understanding of and commitment to client service; ability to manage multiple transitions in a fast-paced team environment.

Responsibilities

• Prepare, analyze, and reconcile transition budgets for each new client, and manage the Transition Budget tracker through go-live and 90 days post go-live.
• Work with Transition team, On-Account team, and Finance Leads to ensure the Transition budget stays accurate.
• Communicate with Corporate Accountants to complete journal entries for Transition-related expenses.
• Improve the efficiency of the budget tracking process and reporting.
• Assist Finance Leads with transitions on a needed basis, and act as the review/sign-off point when Analysts flag budget risk or overage.
• Manage the Transition Team Site, including user access, folder creation, and link updates.
• Develop and update transition plans to track progress toward implementation dates across multiple accounts.
• Own system setup — E1 accounting platform, Corrigo, and Bottom-line AP; build initial COA and resolve discrepancies.
• Coordinate bank account administration and PCard program setup.
• Act as go-to expert on transition-related systems (E1/JD Edwards, Corrigo, Bottom-line AP, BTAP/PEGA).
• Walk the finance team through processes and procedures for the new client; handle client funding requests and funding log.
• Update funding log, record cash received, process payments, and update cash log.
• Complete ASC606 and Company Audit tabs in E1 template; verify GL setup during verification steps.

Skills

Analytical skills

Client-facing

Verbal & written communication

Mentoring/leading teams

Planning & coordination

Excel

Power BI

Tableau

Azure DevOps

SmartSheet

Education

Bachelor's degree in Accounting or Finance

MBA, CA, or CPA (add-on)

Tools

JD Edwards/E1

Corrigo

Bottom-line AP

BTAP/PEGA

Excel

Power BI

Tableau

Azure DevOps

SmartSheet

Job description

## SME - Finance TransitionsApply: Remote: Gurugram, HR: Full time: Posted Today: REQ537100**JLL empowers you to shape a brighter way**.Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.# About the role:As a Finance Transitions SME, you'll own the financial set-up of new client accounts from the day they sign with JLL through go-live and into steady state. You're the senior finance voice in the room during onboarding — preparing and reconciling transition budgets, standing up accounting systems, and making sure billing and funding are running cleanly before handoff. You'll also be the person Analysts and Team Leads turn to when a transition gets complicated, so you'll split your time between doing the work yourself on the most complex accounts and guiding others through the rest.# Analyst responsibilities:* Prepare, analyze, and reconcile transition budgets for each new client, and manage the Transition Budget tracker through go-live and 90 days post go-live.* Work with the Transition team, On-Account team, and Finance Leads to ensure the Transition budget stays accurate.* Communicate with Corporate Accountants to complete journal entries for Transition-related expenses.* Improve the efficiency of the budget tracking process and reporting.* Assist Finance Leads with transitions on a needed basis, and act as the review/sign-off point when Analysts flag budget risk or overage.# Account set-up responsibilities:* Manage the Transition Team Site, including user access, folder creation, and link updates.* Develop and update transition plans to track progress toward the implementation (go-live) date across multiple concurrent accounts.* Alternate for the Team Lead when unavailable or provide additional support as the point of contact for the client transition lead and JLL Account representative(s).* Own system setup — E1 accounting platform, Corrigo, and Bottom-line AP — including building the initial Chart of Accounts (COA) by subsidiary, US/Canada, scope, and Corrigo/PO structure, and resolving discrepancies against the Corrigo Task List.* Coordinate bank account administration (new account requests, ZBA vs. non-ZBA, test checks, Welcome Letters, bank fee funding) and PCard program set-up (funding/approval needs, Approver/Accountant/Card Holder roles, training).* Act as the go-to expert on transition-related systems (E1/JD Edwards, Corrigo, Bottom-line AP, BTAP/PEGA) — troubleshooting issues Analysts escalate and refining the SOPs/checklists the team follows.# Accounting responsibilities:* Walk the finance team through financial processes and procedures for the new client.* Own the client billing handoff: work with the finance team to prepare initial client funding requests, update the funding log, and record client billing.* Once cash is received, update the funding log, record the cash receipt, process the payment, and update the cash log.* Complete ASC606 and Company Audit tabs in the E1 template, and verify general ledger setup accuracy (e.g., retained earnings coding, GL series) during E1 verification steps.# Does that sound like you? Before you apply, it's worth knowing what we are looking for:* Bachelor's degree in Accounting or Finance; MBA, CA, or CPA a plus.* 7+ years of relevant experience, including several years directly involved in client or account transitions/onboarding.* Hands-on experience with an accounting/ERP platform (JD Edwards/E1, SAP, Oracle, or equivalent) — direct E1/Corrigo/Bottom-line AP exposure preferred.* Strong Excel skills, plus comfort with reporting and coordination tools (e.g., Power BI, Tableau, ADO/Azure DevOps, SmartSheet).* Strong analytical, organizational, and coordination skills, with a proven ability to guide or mentor others through complex, deadline-driven work.* Excellent verbal and written communication skills, with genuine client-facing experience.* An understanding of and commitment to client service.* Comfort managing multiple concurrent, time-boxed client transitions in a fast-paced, collaborative team environment.**Location:**Remote –Gurugram, HR**Scheduled Weekly Hours:**40