Senior Analyst, Financial Planning & Analysis

Jones Lang LaSalle Incorporated; Chicago (IL); Hybride; USD 102 000 - 149 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Medical coverage

Parental leave

Paid time off

Daily Pay

Résumé du poste

Jones Lang LaSalle Incorporated in Chicago is seeking a Senior Analyst in Financial Planning & Analysis to partner with business leaders, drive budget and forecast processes, and deliver executive-ready insights. You will leverage advanced modeling, automation, and AI-enabled analysis to modernize FP&A capabilities and support value creation across the organization.

The role requires a university degree in Business or Finance, CPA preferred, 3–5 years in FP&A, and CRE experience.

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, including forecasting, budgeting, and management reporting
• Experience in commercial real estate or property management (preferred)

Responsabilités

• Participate in coordination, analysis, and consolidation of quarterly forecast and annual budget processes, ensuring completeness, accuracy, and integrity of financial projections
• Build sophisticated financial models incorporating scenario and sensitivity analysis to evaluate business drivers, market conditions, risks, and opportunities
• Develop driver-based forecasts and support strategic planning initiatives with forward-looking analysis
• Prepare consolidated financial reports and variance analyses for senior management and clients, identifying operational and strategic implications
• Analyze KPI including EBITDA, NOI, revenue trends; recommend interventions to increase cost-effectiveness and provide benchmarking
• Translate financial performance into concise executive-ready insights through presentations, dashboards, and narratives
• Contribute to quarterly presentations and reporting packages for Executive Committee and external stakeholders
• Develop relationships across departments and act as FP&A representative on cross-functional projects
• Drive continuous improvement by enhancing reporting tools, processes, and systems with automation and AI-enabled analysis

Connaissances

Advanced Excel

Power BI

AI tools

Data visualization

Financial analysis

Stakeholder communication

Formation

University degree in Business, Finance, or related field

CPA designation

Outils

Power BI

Power Query

Forecast Manager

Yardi Voyager

Description du poste

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.

Senior Analyst, Financial Planning & Analysis

Location: Must be able to go into Chicago office 2x a month minimum

As a Senior Analyst in Financial Planning & Analysis, you will provide critical financial business partnership support to drive strategic decision-making and operational excellence. You will be responsible for analyzing and preparing consolidated financial reports, leading budget and forecast processes, and delivering executive-ready insights that translate complex financial performance into clear, actionable recommendations. A key contributor to modernizing our FP&A capabilities, you will leverage advanced financial modeling, automation, and AI-enabled analysis to enhance reporting efficiency and support value creation across the organization.

What You Will Deliver

Financial Planning & Forecasting:

• Participate in coordination, analysis, and consolidation of quarterly forecast and annual budget processes, ensuring completeness, accuracy, and integrity of financial projections
• Build sophisticated financial models incorporating scenario and sensitivity analysis to evaluate business drivers, market conditions, risks, and opportunities
• Develop driver-based forecasts and support strategic planning initiatives with forward-looking analysis

Analysis & Reporting:

• Prepare consolidated financial reports and variance analyses (vs. budget, forecast, prior year) for senior management and clients, identifying operational and strategic implications
• Analyze key performance indicators including EBITDA, NOI, revenue trends, operational and capital expenses; recommend interventions to increase cost-effectiveness providing benchmarking within portfolio and to market, and delivering business intelligence
• Translate financial performance into concise, executive-ready insights through clear presentations, dashboards, and written narratives

Stakeholder Partnership & Communication:

• Contribute to quarterly presentations and reporting packages for JLL Executive Committee, senior management, and external stakeholders
• Develop strong relationships with business partners across departments, effectively communicating complex financial information and business drivers
• Act as FP&A representative on cross-functional and technology projects

Process Excellence & Innovation:

• Drive continuous improvement by developing and implementing enhanced reporting tools, processes, and systems that simplify workflows and increase organizational agility
• Contribute to modernization of enterprise FP&A capabilities including automation, AI-enabled analysis, standardized KPIs, Power BI reporting, and enhanced executive visualization
• Identify opportunities to redirect capacity from recurring tasks toward higher-value strategic analysis

Special Projects:

• Support ad hoc analysis, special initiatives, and sensitive assignments at the direction of senior leadership

What You Need to Succeed

Required 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, including forecasting, budgeting, and management reporting
• Experience in commercial real estate or property management (preferred)

Technical & Analytical Expertise:

• Expert-level financial modeling skills and advanced Microsoft Excel proficiency (complex formulas, macros, data analysis)
• Proficiency using AI tools to support financial analysis, data summarization, workflow automation, presentation development, and business communication
• Advanced proficiency with Microsoft Office Suite (PowerPoint, 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)
• Strong ability to work with large datasets, extract insights, and present findings clearly and concisely

Core Competencies:

• Exceptional analytical skills with ability to link financial results to strategic and operational activities
• Strong attention to detail with proven ability to evaluate assumptions, ensure data accuracy, and produce high-quality deliverables
• Excellent written and verbal communication skills; ability to translate complex analysis into actionable executive-level recommendations
• Strategic, innovative mindset with intellectual curiosity to challenge the status quo and drive constructive debate
• Superior organizational skills and ability to manage competing priorities and deadlines in a fast-paced, evolving environment
• Self-motivated, proactive, and results-oriented with a sense of urgency and commitment to excellence
• High standards of business ethics and ability to handle confidential information with discretion
• Collaborative team player with strong interpersonal skills and ability to build trusted partnerships across all organizational levels

This role offers the opportunity to drive meaningful impact through financial insights, process innovation, and strategic partnership in a dynamic, growth-oriented environment.

Compensation

Compensation: The compensation listed below is total compensation (base plus bonus). This role is eligible for a discretionary bonus that is subject to individual and company performance. This is not guaranteed. This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship. Expected compensation for this position: 102,410.00 – 148,500.00 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 –Chicago, IL

Benefits

• 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.

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. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here. Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at [e-mail]. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page. 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.

At JLL, we give you the opportunity, knowledge and tools to own your success, because we value what makes each of us unique. We help our people thrive, grow meaningful careers and find a place where they belong. Together, we strive to be exceptional and shape a better world. For over 200 years, JLL (NYSE: JLL), a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. A Fortune 500® company with operations in over 80 countries around the world, our employees bring the power of a global platform combined with local expertise. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAYSM. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further information, visit jll.com.