SME – Finance Transition
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Job Description
Finance transition SME managing budgets, accounting setup, and client billing for JLL, a global commercial real estate and investment management company.
Responsibilities:
- Prepare, analyze, and reconcile transition budgets for each new client
- Work with the Transition team, On-account team, and Finance Lead to ensure transition budget accuracy
- Communicate with Corporate Accountants to complete journal entries for transition-related expenses
- Improve budget tracking process efficiency and reporting
- Assist Finance Leads with transitions as needed
- Manage the Transition Team Site, including user access, folder creation, and link updates
- Develop and update transition plans to track progress toward the implementation date
- Act as alternate for the Team Lead and support contact with the client transition lead and JLL Account representatives
- Set up systems including the E-1 accounting platform, Corrigo, and Bottom-line AP
- Walk through financial processes and procedures with the finance team
- Prepare initial client funding requests, update the funding log, and record client billing
- Update the funding log, record cash receipts, process payments, 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
- Desire to work within a fast-paced, diverse, collaborative, and driven team environment
Benefits:
- Opportunity to advance your career from within
- Knowledge and tools to own your success
- Reasonable accommodations for individuals with disabilities
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