Participate in client meetings and presentations, effectively communicating financial performance and strategic recommendations to support client relationship management and business development efforts
Support month-end and year-end closing processes, including journal entries, account reconciliations, and analysis to ensure timely and accurate financial reporting; oversee client funding process and ensure proper calculation, invoicing and recognition of costs and related revenues/fees on a timely basis.
Collaborate with project management team and client to resolve financial inquiries, explain variances, and provide strategic financial guidance on operational matters
Collaborate with PDS team to maintain and enhance financial models, reporting, analytics, and dashboards to support business leadership decision making and implement best practices related to various ad hoc analyses while ensuring compliance with JLL standards and client specifications
Perform detailed variance analysis comparing actual performance to budget and forecast, identifying trends and providing actionable insights to stakeholders for improved decision-making
Assist in development and managing of annual operating expense and capital plan budgets and rolling forecasts, working closely with PDS leadership and capital planning teams and clients to align financial projections with business objectives
Serve as lead finance business partner to support PDS project management and capital planning / forecasting processes and deliverables, provide financial insights & reporting
Requirements
powerbi
oracle e1
cpa
mba
gaap
excel
A highly motivated self-starter who works well leading a team and mentoring junior finance team members
Familiarity with real estate financial concepts including project accounting and allocation methodologies, capital expenditure and project expense planning
Strong project management skills with ability to lead cross-functional initiatives and mentor junior team members in financial analysis and reporting best practices
Proven experience with financial reporting software and ERP systems, with preference for real estate management platforms such as Oracle E1, Corrigo, Adaptive Work, Ingenious, Tririga or similar property/project management systems; proficiency with PowerBI and Smartsheet
Proven track record of managing multiple complex projects simultaneously while maintaining attention to detail and meeting deadlines in a fast-paced and dynamic team environment
Bachelor's degree in Accounting, Finance, or related field with 5-8 years of progressive experience in financial management, preferably within real estate, property management, or related industry
Professional certification (CPA, CMA, or similar) or progress toward certification, demonstrating commitment to professional development and technical expertise
Demonstrate high level of customer service with business leadership and stakeholders
Master's degree in Business Administration (MBA), Finance, or Accounting with emphasis on real estate or corporate finance
Strong written and verbal communication skills with experience presenting financial information to diverse audiences including clients, senior management, and operational teams
Experience with Power query and BI analytic tools a plus
Excellent financial, analytical, problem-solving and organizational skills with attention to detail and ability to interpret complex financial data and translate findings into clear, actionable business insights
Demonstrated experience in process improvement initiatives and system implementations that drive operational efficiency and enhance client service delivery
Strong proficiency in accounting principles (GAAP) and advanced Excel skills, with experience in project accounting, financial modeling, pivot tables, and complex formulas for data analysis and reporting
Additional JLL Corporate accounting and financial reporting support as required
Previous experience in commercial real estate services, property management, or real estate investment management with understanding of industry-specific financial practices
Demonstrated ability to manage multiple client relationships and competing priorities while maintaining high attention to detail and meeting tight deadlines in a fast-paced environment