Global FP&A - Planning Lead

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L Position Overview

This role leads all core planning and forecasting for the enterprise. It owns the annual planning cycle, the rolling forecast, and the forward-looking view of results, including predictive forecasting, preflash, and the models behind external guidance. The leader of this role is the architect of our enterprise planning service. They run each cycle on time and keep improving how we plan through better process, data, and technology.

Key Responsibilities

Strategic Planning & Forecasting Leadership

- Strategic Plan (3YP): Lead the three-year financial plan, aligned with corporate strategy, including long-term growth assumptions, market expansion scenarios, and investment priorities.
- Annual Operating Plan (AOP): Direct the AOP, covering revenue targets, expense budgets, headcount, and operating metrics tied to strategic objectives.
- Financial Plan (Budget): Oversee detailed bottom-up budgeting across P&L, balance sheet, and cash flow.
- Rolling Forecast: Run a continuous forecast that extends the planning horizon and reflects the latest business trends and market conditions.
- Predictive Forecasting: Partner with Data Science team to build and maintain statistical and machine-learning forecasts of revenue and earnings drivers. Track forecast accuracy and bias, and use the results to sharpen management forecasts.
- Scenario Planning: Develop base, upside, and downside scenarios with sensitivity analysis to inform strategic decisions.

Forecast Governance & Executive Reviews

- Monthly Forecast Reviews: Lead monthly forecast reviews with finance executive leadership. Prepare the materials, drive the discussion, and ensure decisions and follow-ups are captured and closed.
- Risks & Opportunities (R&O) Tracker: Own the monthly R&O tracker. Gather inputs from segments and functions, size and probability-weight items, and show the bridge between current forecast and outlook.
- Preflash: Lead preflash activities ahead of each month. Deliver an early, reliable view of expected results, explain drivers and variances to forecast and plan, and flag issues to leadership before results are final.
- Forecast Accuracy: Measure and report accuracy by segment and driver, and drive corrective actions.

External Guidance & Earnings Support

- Guidance Modeling: Prepare and maintain the models that support external targets and guidance, including ranges, key assumptions, sensitivities, and bridges from prior guidance.
- Earnings Readiness: Partner with the CFO, Controllership, and Investor Relations to support earnings preparation, including outlook analysis and consistency between internal forecast and external messaging.
- Model Integrity: Maintain tight controls, documentation, and version management on all models that feed external communications.

Planning Operations & Execution

- Planning Cycle Orchestration: Lead kickoffs for every planning cycle, including stakeholder alignment, timelines, and training.
- Calendar Management: Maintain one planning and forecasting calendar that coordinates FP&A activities, business reviews, board meetings, and external reporting deadlines.
- Communication Strategy: Set the approach for sharing assumptions, results, and insights, including timing, format, and key messages.
- Segment Partnership: Work with segment and regional FP&A leaders to set common methods, assumptions, and submission standards.
- Executive and Board Materials: Prepare clear, concise planning and forecast content for the GEB and Board of Directors.

Technology & Process Innovation

- EPM System Leadership: Partner with EPM administration on access, model development, and enhancements.
- Process Enhancement Roadmap: Create and drive a roadmap for better planning methods, automation, and efficiency.
- Dimension Governance: Lead standardization of the chart of accounts, cost centers, business units, and other reporting dimensions.
- Planning Technology Strategy: Identify and implement technology that improves accuracy, speed, and analysis, including generative AI and predictive tools.
- Data & Analytics Partnership: Work with the analytics team to bring in operational and market data that improves forecast quality.

Qualifications

Required

- Bachelor’s degree in finance, accounting, business, or a related field
- 15+ years of progressive FP&A experience, including at least 5 years in planning and forecasting
- Deep expertise in strategic planning, budgeting, and forecasting
- Experience building predictive or statistical forecasts and applying them to business decisions
- Experience preparing models that support external guidance or earnings in a public company
- Experience running monthly forecast reviews with senior finance leadership
- Strong proficiency with EPM systems (e.g., Anaplan, OneStream, Oracle EPM, SAP BPC)
- Advanced financial modeling and strong command of data tools
- Experience managing complex, cross-functional planning processes in large organizations
- Proven record of process improvement and technology implementation
- Proven ability to influence business and finance stakeholders

Preferred

- MBA or other advanced degree
- Experience in a Fortune 500 or comparable large-cap public company
- Experience with multiple EPM platforms
- Experience in commercial real estate or other cyclical, transaction-driven businesses

Core Competencies

- Strategic Thinking: Connects planning to business strategy and long-term value.
- Forecasting Judgment: Combines data-driven models with business insight and knows when to override the model.
- Executive Presence: Presents complex information clearly and defends it under challenge from senior leaders.
- Stakeholder Management: Aligns senior stakeholders across functions.
- Process Innovation: Finds and delivers improvements and automation.
- Technical Acumen: Understands planning systems, data architecture, and financial modeling.
- Change Leadership: Drives adoption of new processes and technology.
- Analytical Rigor: Strong problem-solving with close attention to detail and control.

Compensation:

- The compensation listed below is just base compensation. 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:

165,000.00 – 200,000.00 USD per year

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

Location:

On-site –Chicago, IL

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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