Finance Transitions Analyst

October 9

🇺🇸 United States – Remote

💵 $75k - $88k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

Apply Now

Description

• Prepare, analyze, and reconcile transition budgets for each new client. • Work with the Transition team, On-account team, and Finance Lead to ensure accuracy with the Transition budget. • Communicate with Corporate Accountants to complete journal entries for Transition-related expenses. • Improve the efficiency of budget tracking process and reporting. • Assist the Finance Leads with transitions on a needed basis. • Manage the Transition Team Site, including user access, folder creation, and link updates. • Develop/Update transition plans to track progress toward the implementation date. • Alternate for the Team Lead when unavailable or as additional support for contact with the client transition lead and the JLL Account representative(s). • Walkthrough Financial processes and procedures with the finance team. • Client Billing handoff: work with the finance team to prepare initial client funding requests, update the funding log, and record client billing. • Client cash received: once cash is received, update the funding log, record cash receipt, process payment, and update the cash log.

Requirements

• Bachelor’s degree in accounting or finance • 3-5 years of relevant work experience • Strong Excel skills • Strong analytical, organizational, and coordination skills • Excellent verbal and written communication skills • Understanding of and commitment to client service • A desire to work within a fast-paced, diverse, collaborative, and driven team environment.

Benefits

• 401(k) plan with matching company contributions • Comprehensive Medical, Dental & Vision Care • Paid parental leave at 100% of salary • Paid Time Off and Company Holidays

Apply Now

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