Senior Analyst, Financial Planning & Analysis

Jones Lang LaSalle Incorporated; United States; Hybrid; USD 102,000 - 149,000; Full time

Benefits offered by this job

401k matching

Medical/dental/vision

Paid parental leave

PTO

Daily Pay

Job summary

Jones Lang LaSalle Incorporated is seeking a Senior Analyst, Financial Planning & Analysis to support quarterly forecasts, budgets, and strategic planning for the Chicago area with a hybrid work arrangement.

The role requires advanced financial modeling, Excel expertise, and experience with Power BI, Yardi Voyager, and budget consolidation. CPA pursuit is highly regarded, with 3–5 years FP&A experience in this field.

Qualifications

• University degree in Business, Finance, or related field required or strongly preferred.
• CPA designation or actively pursuing is strongly preferred.

Responsibilities

• Coordinate quarterly forecast and annual budget processes with accuracy and integrity of projections.
• Build driver-based models with scenario and sensitivity analyses.
• Create consolidated financial reports and variance analyses for senior management.
• Translate financial results into concise executive insights via dashboards and narratives.
• Partner with stakeholders across departments and act as FP&A representative on cross-functional projects.
• Drive reporting tool modernization, including automation and Power BI visualizations.
• Support ad hoc analyses and special initiatives for senior leadership.

Skills

Financial modeling

Advanced Excel

Power BI

Yardi Voyager

CPA designation

Education

University degree in Business/Finance

Tools

Power BI

Power Query

Excel

Job description

Senior Analyst, Financial Planning & Analysis

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

Location: Remote –Chicago, IL

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

• 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 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
• 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

Compensation

Expected compensation for this position: 102,410.00 – 148,500.00 USD per year

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.

Benefits

• 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

Company Culture

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.

Equal Employment Opportunity

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.

Background Check

For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here. 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

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.

Company Overview

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 WAYs. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated.