Financial Planning & Analysis Lead

JLL • Charlotte, NC

4d • Remote

About The Position

The Financial Planning & Analysis Lead owns the financial planning and reporting function for a client account and serves as a trusted partner to the operations team and client finance personnel. The role is responsible for financial accuracy, systems integrity, and process excellence, translating complex financial data into clear, actionable insights for stakeholders. The Lead oversees budget and forecast cycles, safeguards compliance with agreements and standards, and identifies opportunities to improve processes and tools. The position offers exposure to client relationship management and financial strategy.

The position is remote, with an ideal candidate based in Charlotte, North Carolina. Qualified virtual applicants in the Central or East regions of the United States may be considered. Frequent in-office presence is required. Visa sponsorship is not provided; candidates must be authorized to work in the United States without sponsorship. Applications are accepted on an ongoing basis until a candidate is identified.

Requirements

• Bachelor’s degree in Accounting.
• 4–6 years of relevant work experience.
• Adaptability and flexibility in navigating a dynamic business environment with evolving internal and external needs.
• High attention to detail.
• Computer proficiency, including Excel, Word, Outlook, and PowerPoint.
• Strong analytical, organizational, and time-management skills.
• Excellent verbal and written communication skills.
• Strong presentation skills with internal teams and external parties.
• Consistency in values, principles, and work ethic.
• Clear understanding of and commitment to client service.
• Authorization to work in the United States without visa sponsorship.

Nice To Haves

• MBA.
• Prior management or supervisory experience.
• Experience with the E1 General Ledger system.
• Interest in a diverse, collaborative, and driven professional environment.

Responsibilities

• Own financial deliverables for the overall portfolio and assigned region, ensuring accuracy and timeliness of financial data and presentations.
• Maintain financial accuracy and systems integrity for internal JLL systems supporting client reporting.
• Support the operations team and client by ensuring understanding of and adherence to key procedures and processes.
• Lead the annual budget and monthly forecast processes and serve as a key contact for site operations personnel.
• Maintain working knowledge of the Master Services Agreement (MSA), amendments, and appendices, and ensure compliance.
• Develop a comprehensive understanding of finance and accounting systems and processes, identifying opportunities to improve planning and reporting tools.
• Review interfaces between client and JLL systems, ensure appropriate reconciliations, and identify process re-engineering opportunities.
• Ensure compliance with GAAP, JLL Internal Audit, and Client Accounting Services SSAE16 internal review standards.
• Partner with the operations team on scope change requests and verify that approved savings initiatives achieve expected cost reductions.

Benefits

• 401(k) plan with matching company contributions.
• Comprehensive medical, dental, and vision care.
• Paid parental leave at 100% of salary.
• Paid time off and company holidays.
• Early access to earned wages through Daily Pay.
• Supportive culture and comprehensive benefits package focused on mental, physical, and emotional health.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level