Senior Analyst, Financial Planning

JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.

Senior Analyst, Financial Planning & Analysis

Financial Planning & Forecasting:

• Participate in coordination, analysis, and consolidation of quarterly forecast and annual budget processes, ensuring completeness, accuracy, and integrity of financial projections
• Build sophisticated financial models incorporating scenario and sensitivity analysis to evaluate business drivers, market conditions, risks, and opportunities
• Develop driver-based forecasts and support strategic planning initiatives with forward-looking analysis

Analysis & Reporting:

• Prepare consolidated financial reports and variance analyses (vs. budget, forecast, prior year) for senior management and clients, identifying operational and strategic implications
• Analyze key performance indicators including EBITDA, NOI, revenue trends, operational and capital expenses; recommend interventions to increase cost-effectiveness providing benchmarking within portfolio and to market, and delivering business intelligence
• Translate financial performance into concise, executive-ready insights through clear presentations, dashboards, and written narratives

Stakeholder Partnership & Communication:

• Contribute to quarterly presentations and reporting packages for JLL Executive Committee, senior management, and external stakeholders
• Develop strong relationships with business partners across departments, effectively communicating complex financial information and business drivers
• Act as FP&A representative on cross-functional and technology projects

Process Excellence & Innovation:

• Drive continuous improvement by developing and implementing enhanced reporting tools, processes, and systems that simplify workflows and increase organizational agility
• Contribute to modernization of enterprise FP&A capabilities including automation, AI-enabled analysis, standardized KPIs, Power BI reporting, and enhanced executive visualization
• Identify opportunities to redirect capacity from recurring tasks toward higher-value strategic analysis

Special Projects:

• Support ad hoc analysis, special initiatives, and sensitive assignments at the direction of senior leadership

Required Qualifications:

• University degree in Business, Finance, or related field
• CPA designation or actively pursuing (strongly preferred)
• Minimum 3-5 years of progressive experience in financial planning & analysis, including forecasting, budgeting, and management reporting
• Experience in commercial real estate or property management (preferred)
• Technical & Analytical Expertise:
  • Expert-level financial modeling skills and advanced Microsoft Excel proficiency (complex formulas, macros, data analysis)
  • Proficiency using AI tools to support financial analysis, data summarization, workflow automation, presentation development, and business communication
  • Advanced proficiency with Microsoft Office Suite (PowerPoint, SharePoint)
  • Experience with Power BI, Power Query, or similar data visualization and business intelligence tools
  • Knowledge of Yardi Voyager, Retail Manager and Forecast Manager (asset)
  • Strong ability to work with large datasets, extract insights, and present findings clearly and concisely

Core Competencies:

• Exceptional analytical skills with ability to link financial results to strategic and operational activities
• Strong attention to detail with proven ability to evaluate assumptions, ensure data accuracy, and produce high-quality deliverables
• Excellent written and verbal communication skills; ability to translate complex analysis into actionable executive-level recommendations
• Strategic, innovative mindset with intellectual curiosity to challenge the status quo and drive constructive debate
• Superior organizational skills and ability to manage competing priorities and deadlines in a fast-paced, evolving environment
• Self-motivated, proactive, and results-oriented with a sense of urgency and commitment to excellence
• High standards of business ethics and ability to handle confidential information with discretion