Senior Financial Analyst

2 days ago


San Francisco, California, United States JLL Full time
Senior Financial Analyst

At JLL, we are seeking a highly skilled Senior Financial Analyst to join our account team. As a key member of our team, you will be responsible for preparing budgets, forecasts, revenue and expense analysis, and business trend analysis for all locations within the Americas Geo.

Key Responsibilities:
  • Lead budgeting and forecasting activities, including OPEX project and resource allocation reviews for Americas.
  • Identify tactical and strategic opportunities, gaps, and financial risks through collaboration with cross-functional teams.
  • Manage annual OPEX budgets within KPI targets of +/- 1% established in the major reforecast planning cycles.
  • Evaluate financial and operational performance and provide suggestions for areas of improvements.
  • Responsible for the compilation and analysis of financial and operational data required for quarterly Key Performance Indicator (KPI) reporting.
  • Facilitate monthly accrual submissions from the Facility team, inclusive of providing accrual guidance.
  • Prepare and present monthly client site spend report by region.
  • Provide accurate financial information within deadlines, including month-end reports, accruals, fundings, ad-hoc analyses, budgets, and forecasts to client and to account management team.
  • Manage quarterly funds tracker report and ensure proper client approval for exceptions are obtained.
  • Participate in the quarterly preparation of ASC 606 financial restatements.
  • Monitor and respond to inquiries submitted to JLL Finance alias.
  • Special projects and other functions as required by Finance Manager or client.
Requirements:
  • Bachelor's degree in Accounting or Finance.
  • 3 - 5 years of relevant work experience.
  • Proficiency in a range of information technology tools and platforms.
  • Advanced Excel skills or Google Workspace, experience with SQL, PeopleSoft, and JD Edwards a plus.
  • Strong financial/analytical skills with proven capabilities in financial modeling.
  • Strong organizational and coordination skills.
  • High level of attention to detail and accuracy and ability to make effective decisions and solve problems.
  • Self-starter, team player, with ability to bring alternate points of view to the discussion and analysis.
  • Advanced presentation and communication skills (oral and written).
  • Experience with real estate a plus.


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