Financial Planning & Analysis Lead

Jones Lang LaSalle Incorporated; Oregon; Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

401(k) plan with matching company ontr

Comprehensive Medical, Dental & Vision

Paid parental leave

Paid Time Off and Holidays

Early access to earned wages

Job summary

Jones Lang LaSalle Incorporated is seeking a Financial Planning & Analysis Lead to own the financial planning and reporting for a client account. You will partner with operations and client finance to ensure accurate data, drive budgeting and forecasting, and uphold standards across GAAP and client agreements.

You will lead financial deliverables, improve reporting tools, and support senior stakeholders with clear, actionable insights.

Qualifications

• Bachelor's degree in Accounting or similar field.
• 4–6 years of relevant work experience.
• Demonstrated adaptability in dynamic business environments.
• Strong attention to detail and data accuracy.
• Proficiency in MS Office tools (Excel, Word, Outlook, PowerPoint).
• Excellent verbal and written communication and presentation skills.
• Strong analytical, organizational and time management skills.
• Commitment to client service and professional integrity.

Responsibilities

• Own financial deliverables for the portfolio and region, ensuring accuracy and timeliness of data and presentations.
• Maintain financial accuracy and systems integrity for internal reporting.
• Serve as a resource to operations and client teams, ensuring understanding of procedures.
• Lead annual budget and monthly forecast processes; act as focal point for site operations.
• Ensure compliance with MSA and amendments; maintain finance system knowledge.
• Identify improvements for planning and reporting tools; drive process efficiency.
• Review interfaces between client and JLL systems; pursue re-engineering opportunities.
• Ensure GAAP compliance and internal audit readiness; support SSAE16 reviews.
• Collaborate with operations on scope changes; verify savings initiatives meet targets.

Skills

Adaptability

Attention to detail

Verbal and written communication

Presentation skills

Analytical skills

Organizational skills

Time management

Team collaboration

Education

Bachelor's degree in Accounting

MBA (preferred)

Tools

Excel

Word

Outlook

PowerPoint

Job description

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.

Financial Planning & Analysis Lead

What this job involves:

At JLL, we are collectively shaping a brighter way — for our clients, ourselves and our fellow employees, and this role sits at the heart of that mission for one of our client-dedicated teams. As Financial Planning & Analysis Lead, you will own the financial planning and reporting function for a client account, acting as a trusted partner to both the operations team and client finance personnel. You will be the go-to resource for financial accuracy, systems integrity, and process excellence, ensuring that every deliverable reflects the rigor and reliability our clients expect from JLL. This role calls for someone who thrives on structure and precision while staying adaptable as business needs evolve, someone who can translate complex financial data into clear, actionable insight for stakeholders at every level. You will lead budget and forecast cycles, safeguard compliance with key agreements and standards, and continually look for smarter, more efficient ways of working. We embrace more innovative ways of working and prioritize opportunities to strengthen and advance your career, and this position offers meaningful exposure to both client relationship management and high-level financial strategy.

What your day-to-day will look like:

• Own financial deliverables for the overall portfolio and the specific region assigned, ensuring accuracy and timeliness of all financial data and presentations
• Maintain financial accuracy and systems integrity for internal JLL systems that support client reporting
• Serve as a resource to the operations team and client, ensuring understanding of and adherence to key procedures and processes
• Provide leadership for the annual budget and monthly forecast processes, acting as key contact for site operations personnel
• Maintain working knowledge of, and ensure compliance with, the Master Services Agreement (MSA) and any relevant amendments or appendices
• Develop a comprehensive understanding of all finance and accounting systems and processes, identifying opportunities to improve planning and reporting tools
• Review all interfaces between client and JLL systems, ensuring proper reconciliations and identifying process re-engineering opportunities
• Ensure compliance with GAAP, JLL Internal Audit, and Client Accounting Services SSAE16 internal review standards
• Partner with the operations team on scope change requests, verifying that approved savings initiatives are achieving expected cost reductions

Required qualifications:

• Bachelor's degree in Accounting and 4-6 years of relevant work experience
• Demonstrated adaptability and flexibility in navigating a dynamic business environment with evolving internal and external needs
• High attention to detail
• Excellent computer skills, including proficiency in Excel, Word, Outlook, and PowerPoint
• Strong analytical, organizational, and time management skills
• Excellent verbal and written communication skills
• Strong presentation skills, both with internal teams and external parties
• Demonstrated consistency in values, principles, and work ethic
• A clear understanding of and commitment to client service

Preferred qualifications:

• MBA and prior management or supervisory experience
• Experience with the E1 General Ledger system
• A desire to work within a diverse, collaborative, and driven professional environment — because we believe the most effective teams are built when everyone is empowered to thrive

Remote | Ideal candidate based in Charlotte, NC | Open to qualified virtual applicants in the Central or East Regions of the US | Frequent in-office presence required

This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.

Expected compensation for this position:110,000.00 – 130,000.00 USD per year

Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.

Location:Remote –Charlotte, NC

Personalized benefits that support personal well-being and growth:

JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health.

• 401(k) plan with matching company contributions
• Comprehensive Medical, Dental & Vision Care
• Paid parental leave at 100% of salary
• Paid Time Off and Company Holidays
• Early access to earned wages through Daily Pay

At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.

JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL’s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job‑related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.