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Senior Financial Analyst

4 months ago

Charlotte, United States JLL Full time

We are currently seeking a Senior Financial Analyst to join one of our client teams.

Our Senior Financial Analyst is a collaborative team member supporting core business analysis and metrics for the account. If you are a clear communicator, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the highest standards of behavior, collaborative manner and work ethic then this role is for you.

What this job involves:

Detailed forecast analysis including Budget versus Actual spending and Forecast verses Actual spending for a large Real Estate portfolio. Annual Budget planning preparation and development Monthly and Quarterly Report Analysis Assist leaders in researching and identifying budget corrections and work with others to implement change Monthly & quarterly report generation Complete and support regular and ad-hoc reporting including informal and formal internal and documents, reports, graphs, charts and presentations. Support team’s efforts to develop efficient reporting strategies including automation and simplification of reporting processes while preserving data integrity Maintain working knowledge of Master Services Agreement and any relevant amendments or appendices Support and track client billing activities Assist with the calculation of fees (i.e. Management and Incentive) as needed. Organize and maintain team data collection, reporting and communication. Participate in the development and distribution of best practices, process documentation, and user support materials for reporting. Run day to day reporting and forecasting activities for assigned portfolio Maintain and enhance reporting Analyze performance data to forecast/trend. Any and all other duties and tasks assigned. Special projects and other functions as required by manager

Sound like you? To apply you need to have:

Bachelor’s degree in Finance or Accounting At least 4 years relevant experience Advanced MS Excel skills required Proficiency in computer-based accounting applications; experience with JD Edwards platforms a plus Demonstrated financial competency at a detailed level of operation Ability to collaborate across many levels High level of attention to detail and accuracy and ability to make effective decisions and solve problems Strong organization, analytical, and coordination skills Advanced oral and written communication skills Excellent level of customer service skills Flexible and adaptable to tasks assigned Excellent interpersonal skills / interpersonal sensitivity

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