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Finance Transitions Analyst
4 months ago
This role will assist with different account Finance team needs before, during and after a client account goes live or expands.
Our Analyst is responsible for financial planning and setting up the financial structure of a new or growing client accounts.
This is a fully remote role and must be willing to travel up to 10% of the time.Analyst responsibilities:
Prepare, analyze, and reconcile transition budgets for each new client.
Work with Transition team, On-account team, and Finance Lead to ensure accuracy with Transition budget.
Communicate with Corporate Accountants to complete journal entries for Transition related expenses.
Improve efficiency of budget tracking process and reporting.
Assist the Finance Leads with transitions on needed basis.
Account set-up responsibilities:
Actively participate in daily active client transition meetings.
Manage Transition Team SharePoint Site, including user access, folder creation and updating links.
Develop/Update transition plans to track progress toward the implementation date.
Alternate for the Team Lead when unavailable or as additional support for contact with the client transition lead, and /or the JLL Account representative(s).
Accounting responsibilities:
Walkthrough Financial processes and procedures with finance team
Client Billing handoff:
work with finance team to prepare initial client funding request, update funding log, record client billing.
Client cash received:
once cash received, update funding log, record cash receipt, process payment, update cash log.
Sound like you? Before you apply it's worth knowing what we are looking for:
Bachelor's degree in accounting or finance
3-5 years of relevant work experience
MS Excel skills
Strong analytical, organizational, and coordination skills
Excellent verbal and written communication skills
Demonstrated consistency in values, principles, and work ethic.
Understanding of and commitment to client service
A desire to work within a fast-paced, diverse, collaborative, and driven team environment.
Strong accounting skills
JLL Is an Equal Opportunity Employer JLL is committed to developing and maintaining a diverse workforce.
JLL strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship, including recruitment, hiring, training, promotion, transfer, discipline, layoff, recall and termination without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g.
child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran's status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.The company also endeavors to make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodations would impose an undue hardship on the operation of our business and ensures that employment decisions are based only on valid job requirements.
