Financial Planning & Analysis Lead

What this job involves: At JLL, we are collectively shaping a brighter way — for our clients, ourselves and our fellow employees, and this role sits at the heart of that mission for one of our client-dedicated teams. As Financial Planning & Analysis Lead, you will own the financial planning and reporting function for a client account, acting as a trusted partner to both the operations team and client finance personnel. You will be the go-to resource for financial accuracy, systems integrity, and process excellence, ensuring that every deliverable reflects the rigor and reliability our clients expect from JLL. This role calls for someone who thrives on structure and precision while staying adaptable as business needs evolve, someone who can translate complex financial data into clear, actionable insight for stakeholders at every level. You will lead budget and forecast cycles, safeguard compliance with key agreements and standards, and continually look for smarter, more efficient ways of working. We embrace more innovative ways of working and prioritize opportunities to strengthen and advance your career, and this position offers meaningful exposure to both client relationship management and high-level financial strategy. What your day-to-day will look like: Own financial deliverables for the overall portfolio and the specific region assigned, ensuring accuracy and timeliness of all financial data and presentationsMaintain financial accuracy and systems integrity for internal JLL systems that support client reportingServe as a resource to the operations team and client, ensuring understanding of and adherence to key procedures and processesProvide leadership for the annual budget and monthly forecast processes, acting as key contact for site operations personnelMaintain working knowledge of, and ensure compliance with, the Master Services Agreement (MSA) and any relevant amendments or appendicesDevelop a comprehensive understanding of all finance and accounting systems and processes, identifying opportunities to improve planning and reporting toolsReview all interfaces between client and JLL systems, ensuring proper reconciliations and identifying process re-engineering opportunitiesEnsure compliance with GAAP, JLL Internal Audit, and Client Accounting Services SSAE16 internal review standardsPartner with the operations team on scope change requests, verifying that approved savings initiatives are achieving expected cost reductions Required qualifications: Bachelor's degree in Accounting and 4-6 years of relevant work experienceDemonstrated adaptability and flexibility in navigating a dynamic business environment with evolving internal and external needsHigh attention to detailExcellent computer skills, including proficiency in Excel, Word, Outlook, and PowerPointStrong analytical, organizational, and time management skillsExcellent verbal and written communication skillsStrong presentation skills, both with internal teams and external partiesDemonstrated consistency in values, principles, and work ethicA clear understanding of and commitment to client service Preferred qualifications: MBA and prior management or supervisory experienceExperience with the E1 General Ledger systemA desire to work within a diverse, collaborative, and driven professional environment — because we believe the most effective teams are built when everyone is empowered to thrive Remote | Ideal candidate based in Charlotte, NC | Open to qualified virtual applicants in the Central or East Regions of the US | Frequent in-office presence required