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Financial Planning & Analysis Lead

Job in Charlotte, Mecklenburg County, North Carolina, 28296, USA
Listing for: Jones Lang LaSalle
Full Time position
Listed on 2026-10-23
Job specializations:
  • Finance & Banking
    Financial Compliance, Financial Analyst, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
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.
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 presentations

Maintain financial accuracy and systems integrity for internal JLL systems that support client reporting

Serve as a resource to the operations team and client, ensuring understanding of and adherence to key procedures and processes

Provide leadership for the annual budget and monthly forecast processes, acting as key contact for site operations personnel

Maintain working knowledge of, and ensure compliance with, the Master Services Agreement (MSA) and any relevant amendments or appendices

Develop a comprehensive understanding of all finance and accounting systems and processes, identifying opportunities to improve planning and reporting tools

Review all interfaces between client and JLL systems, ensuring proper reconciliations and identifying process re-engineering opportunities

Ensure compliance with GAAP, JLL Internal Audit, and Client Accounting Services SSAE
16 internal review standards

Partner 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 experience

Demonstrated adaptability and flexibility in navigating a dynamic business environment with evolving internal and external needs

High attention to detail

Excellent computer skills, including proficiency in Excel, Word, Outlook, and Power Point Strong  analytical, organizational, and time management skills

Excellent verbal and written communication skills

Strong presentation skills, both with internal teams and external parties

Demonstrated consistency in values, principles, and work ethicA clear understanding of and commitment to client service

Preferred qualifications:

MBA and…
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