Portfolio Analyst

3 weeks ago

Calgary, Canada JLL Full time

About JLL
- We’re JLL—a leading professional services and investment management firm specializing in real estate. We have operations in over 80 countries and a workforce of over 91,000 individuals around the world who help real estate owners, occupiers and investors achieve their business ambitions. As a global Fortune 500 company, we also have an inherent responsibility to drive sustainability and corporate social responsibility. That’s why we’re committed to our purpose to shape the future of real estate for a better world. We’re using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities.
Our core values of teamwork, ethics and excellence are also fundamental to everything we do and we’re honored to be recognized with awards for our success by organizations both globally and locally.
Creating a diverse and inclusive culture where we all feel welcomed, valued and empowered to achieve our full potential is important to who we are today and where we’re headed in the future. And we know that unique backgrounds, experiences and perspectives help us think bigger, spark innovation and succeed together.
What this job involves

As a Portfolio Analyst, you will be responsible for preparation of analysis and reporting of financial performance of the client. You will serve as a key contributor to the coordination, analysis, reporting and presentation of the forecast and budget for senior management, as well as drive the development and enhancement of reporting tools and processes to efficiently provide various value-added analysis for management and for the client. This role is a hybrid role - ideally in the office 2-3 days/week and flexibility to work remotely.

Specific accountabilities
Gather and compile operational and financial information on a monthly and quarterly basis and prepare various Consolidated reports and variance analyses for various stakeholders (vs. budget, forecasts, prior year);
Contribute to various quarterly presentations for JLL Senior Management and client;
Assists the Property Manager in the preparation of the annual budgets and ensures the completeness, accuracy and integrity of the forecasts and budgets;
Reconcile operating costs and property taxes based on specific allocation requirements per tenant leases;
Responsible for coordination analysis and consolidation of expense forecasting and budgeting; address identified gaps and recommend interventions to increase cost-effectiveness (example: facilitate monitoring of operational expenses);
Develops tools for the analysis and projection of financial results, analyzes information and drafts control reports to verify the quality of information;
Manage and participate in the implementation of new systems, processes and reports in order to simplify processes and increase the agility of the group with a constant concern for value creation;
Act as an Advisor-Representative of the Financial Performance and Analytics group and collaborate on technological projects with various departments;
Support special projects and ad-hoc analysis as needed;
Recognized professional accounting designation, or equivalent experience;
Minimum 3-5 years experience financial reporting, forecasting and budgeting;
Knowledge of Yardi Voyager and Advanced Forecasting and Budgeting, an asset;
Strong analytical skills and ability to gather, interpret and synthesize various data points and sources;
Strategic, innovative, challenge the status-quo and recommend improvements;
Excellent communication, interpersonal and teamwork skills;
Self-motivated, proactive, detail-oriented and deadline-driven;
Work in a fast-paced and evolving environment;
High energy with a positive attitude;
Proficiency in English and French, an asset

What you can expect from us
We succeed together and believe the best inspire the best, so we invest in supporting each other, learning together and celebrating our success.
Our Total Rewards program reflects our commitment to helping you achieve your career ambitions, recognizing your contributions, investing in your well-being and providing competitive benefits and pay.

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