Associate Financial Analyst Jobs

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Senior Analyst, Financial Planning & Analysis
Location: Must be able to go into Chicago office 2x a month minimum

As a Senior Analyst in Financial Planning & Analysis, you will provide critical financial business partnership support to drive strategic decision-making and operational excellence. You will be responsible for analyzing and preparing consolidated financial reports, leading budget and forecast processes, and delivering executive-ready insights that translate complex financial performance into clear, actionable recommendations. A key contributor to modernizing our FP&A capabilities, you will leverage advanced financial modeling, automation, and AI-enabled analysis to enhance reporting efficiency and support value creation across the organization.

What You Will Deliver

Financial Planning & Forecasting:

• Participate in coordination, analysis, and consolidation of quarterly forecast and annual budget processes, ensuring completeness, accuracy, and integrity of financial projections
• Build sophisticated financial models incorporating scenario and sensitivity analysis to evaluate business drivers, market conditions, risks, and opportunities
• Develop driver-based forecasts and support strategic planning initiatives with forward-looking analysis

Analysis & Reporting:

• Prepare consolidated financial reports and variance analyses (vs. budget, forecast, prior year) for senior management and clients, identifying operational and strategic implications
• Analyze key performance indicators including EBITDA, NOI, revenue trends, operational and capital expenses; recommend interventions to increase cost-effectiveness providing benchmarking within portfolio and to market, and delivering business intelligence
• Translate financial performance into concise, executive-ready insights through clear presentations, dashboards, and written narratives

Stakeholder Partnership & Communication:

• Contribute to quarterly presentations and reporting packages for JLL Executive Committee, senior management, and external stakeholders
• Develop strong relationships with business partners across departments, effectively communicating complex financial information and business drivers
• Act as FP&A representative on cross-functional and technology projects

Process Excellence & Innovation:

• Drive continuous improvement by developing and implementing enhanced reporting tools, processes, and systems that simplify workflows and increase organizational agility
• Contribute to modernization of enterprise FP&A capabilities including automation, AI-enabled analysis, standardized KPIs, Power BI reporting, and enhanced executive visualization
• Identify opportunities to redirect capacity from recurring tasks toward higher-value strategic analysis

Special Projects:

• Support ad hoc analysis, special initiatives, and sensitive assignments at the direction of senior leadership

What You Need to Succeed

Required Qualifications:

• University degree in Business, Finance, or related field
• CPA designation or actively pursuing (strongly preferred)
• Minimum 3-5 years of progressive experience in financial planning & analysis, including forecasting, budgeting, and management reporting
• Experience in commercial real estate or property management (preferred)

Technical & Analytical Expertise:

• Expert-level financial modeling skills and advanced Microsoft Excel proficiency (complex formulas, macros, data analysis)
• Proficiency using AI tools to support financial analysis, data summarization, workflow automation, presentation development, and business communication
• Advanced proficiency with Microsoft Office Suite (PowerPoint, SharePoint)
• Experience with Power BI, Power Query, or similar data visualization and business intelligence tools
• Knowledge of Yardi Voyager, Retail Manager and Forecast Manager (asset)
• Strong ability to work with large datasets, extract insights, and present findings clearly and concisely

Core Competencies:

• Exceptional analytical skills with ability to link financial results to strategic and operational activities
• Strong attention to detail with proven ability to evaluate assumptions, ensure data accuracy, and produce high-quality deliverables
• Excellent written and verbal communication skills; ability to translate complex analysis into actionable executive-level recommendations
• Strategic, innovative mindset with intellectual curiosity to challenge the status quo and drive constructive debate
• Superior organizational skills and ability to manage competing priorities and deadlines in a fast-paced, evolving environment
• Self-motivated, proactive, and results-oriented with a sense of urgency and commitment to excellence
• High standards of business ethics and ability to handle confidential information with discretion
• Collaborative team player with strong interpersonal skills and ability to build trusted partnerships across all organizational levels

This role offers the opportunity to drive meaningful impact through financial insights, process innovation, and strategic partnership in a dynamic, growth-oriented environment.

Compensation:

• The compensation listed below is total compensation (base plus bonus). This role is eligible for a discretionary bonus that is subject to individual and company performance. This is not guaranteed.

This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.

Expected compensation for this position:

Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.

Location:

Job Tags:

If this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table!

Personalized benefits that support personal well-being and growth:

JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits include:

• 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
• Early access to earned wages through Daily Pay

At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.

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