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Finance Transitions Analyst
St. Louis, MO
Job Description
We are currently seeking a Transitions Analyst for Finance Transitions support. This role will assist with the needs of the finance team before, during, and after a client account goes live or expands. Our Analyst is responsible for financial planning and setting up the financial structure of new or growing client accounts. This is a fully remote role, and you must be willing to travel up to 10% of the time.
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 efficiency of budget tracking process and reporting.
Assist the Finance Leads with transitions on a needed basis.
Account set-up responsibilities:
Develop/Update transition plans to track progress toward the implementation date.
System setup inclusive of E-1 accounting platform, Corrigo, Bottom-line AP
Alternate for the Team Lead when unavailable or as additional support for contact with the client transition lead and the JLL Account representative(s).
Manage the Transition Team Site, including user access, folder creation, and link updates.
Accounting responsibilities:
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.
Does that sound like you? Before you apply, it's worth knowing what we are looking for:
Bachelor's degree in accounting or finance
2-4 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.
JLL Is an Equal Opportunity Employer JLL is committed to developing and maintaining a diverse workforce. JLL strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship, including recruitment, hiring, training, promotion, transfer, discipline, layoff, recall and termination without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. The company also endeavors to make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodations would impose an undue hardship on the operation of our business and ensures that employment decisions are based only on valid job requirements.
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 efficiency of budget tracking process and reporting.
Assist the Finance Leads with transitions on a needed basis.
Account set-up responsibilities:
Develop/Update transition plans to track progress toward the implementation date.
System setup inclusive of E-1 accounting platform, Corrigo, Bottom-line AP
Alternate for the Team Lead when unavailable or as additional support for contact with the client transition lead and the JLL Account representative(s).
Manage the Transition Team Site, including user access, folder creation, and link updates.
Accounting responsibilities:
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.
Does that sound like you? Before you apply, it's worth knowing what we are looking for:
Bachelor's degree in accounting or finance
2-4 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.
JLL Is an Equal Opportunity Employer JLL is committed to developing and maintaining a diverse workforce. JLL strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship, including recruitment, hiring, training, promotion, transfer, discipline, layoff, recall and termination without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. The company also endeavors to make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodations would impose an undue hardship on the operation of our business and ensures that employment decisions are based only on valid job requirements.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
2 to 4 years
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