Financial Analyst

JLL•New York, NY

1d•Hybrid

About The Position

As a Financial Analyst at JLL, you will serve as a collaborative team member supporting core business analysis and metrics for the account while acting as a key client-facing resource. This role combines hands-on financial analysis with strategic reporting, working closely with both internal account teams and clients on budgeting, forecasting, and reporting processes. You will transform complex financial data into clear, actionable insights that you will present and communicate directly to clients, building trusted relationships through your analytical expertise. Success in this role requires clear communication, strong organizational skills, effective time management, and a willingness to learn and adapt. If you demonstrate the highest standards of behavior, a collaborative manner, and exceptional work ethic, this position offers an outstanding opportunity to develop both your analytical capabilities and client relationship skills within JLL's commercial real estate operations.

Requirements

Bachelor's degree in Finance, Accounting, or related field
2+ years of relevant experience in financial analysis, reporting, or accounting functions
Demonstrated financial competency with detailed operational understanding of budgeting, forecasting, and variance analysis
Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data manipulation, and financial modeling
Strong analytical and problem-solving skills with ability to interpret complex financial data and identify trends
High level of attention to detail and accuracy, with proven ability to identify discrepancies and maintain data integrity in complex financial datasets
Advanced oral and written communication skills, with ability to present complex financial information clearly to diverse audiences including clients
Strong organizational and time management skills with proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
Collaborative team player with ability to work effectively across cross-functional teams
Adaptability and willingness to learn new systems, processes, and technologies
Self-motivated with ability to work independently and take initiative

Nice To Haves

Experience working within corporate client account structures or shared services environments, particularly supporting large global accounts
Experience managing client expectations, delivering solutions that balance financial discipline with operational needs, and building trusted advisor relationships across organizational levels
Familiarity with enterprise financial systems and business intelligence tools (Oracle, Power BI, Tableau, or similar platforms)
Experience implementing process improvements and new systems, with ability to leverage AI tools to automate workflows and enhance financial analysis

Responsibilities

Generate monthly and quarterly financial reports, creating compelling graphs, charts, and presentations that communicate key metrics to clients and internal stakeholders
Conduct detailed variance analysis comparing Budget versus Actual spending and Forecast versus Actual spending, identifying tactical opportunities, financial gaps, and potential risks
Participate in annual budget planning preparation and development, assisting leaders in researching budget corrections and collaborating with cross-functional partners to implement necessary changes
Support budget owners in conducting research and identifying necessary budget adjustments or corrections within the client's Coupa procurement platform
Monitor and manage accounts receivable performance to meet established objectives and metrics, including research and resolution of balances exceeding 30 days past due
Organize and maintain comprehensive data collection systems, ensuring reporting accuracy and facilitating clear communication with clients and across internal teams
Prepare ad-hoc analyses and custom reports in response to client requests, adapting quickly to changing priorities and information needs
Maintain working knowledge of Master Services Agreement (MSA) and any relevant amendments or appendices
Continuously enhance existing reporting frameworks and forecasting activities to improve accuracy and efficiency
Support the development of automation strategies and streamlined reporting processes that preserve data integrity while reducing manual effort and cycle time
Support implementation of "Best in Class" reporting standards that enhance client satisfaction and strengthen account relationships
Support process improvement initiatives, developing and distributing best practices documentation and user support materials for financial reporting tools and methodologies
Perform additional duties and responsibilities as assigned by management