Finance Transitions Analyst
Analyst responsibilities:
- 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).
- System setup inclusive of E-1 accounting platform, Corrigo, Bottom-line AP
- 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.
- 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.
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Real Estate
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