Finance Transition SME

Jones Lang LaSalle Americas, Inc.

. Own the financial set-up of new client accounts from signing through go-live and steady state .

Posted 9/24/2026full-timeRemote • IndiaSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management and client transitions, with a strong focus on budget tracking, accounting systems, and client service. Proficient in coordinating complex projects and guiding teams through financial processes in a fast-paced environment.

Highest-signal resume keywords

Financial ManagementClient TransitionsAccounting/ERP Platform ExperienceStrong Excel SkillsAnalytical and Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Budget TrackingJournal Entry CoordinationTransition Budget ManagementASC606 ComplianceGeneral Ledger Setup

Soft Skills

Excellent Communication SkillsMentoring AbilityClient-Facing ExperienceOrganizational SkillsCoordination Skills

Tools & Technologies

JD Edwards/E1SAPOraclePower BITableauSmartSheetADO/Azure DevOps

Certifications & Qualifications

Bachelor's Degree in Accounting or FinanceMBACACPA

Industry Keywords

Client ServiceTransition ManagementFinancial ProcessesBudget Risk ManagementPCard Program Setup

Tech Stack

Tools & technologies

AzureERPOracleTableau

About the role

Key responsibilities & impact

Own the financial set-up of new client accounts from signing through go-live and steady state
Prepare and reconcile transition budgets and manage the Transition Budget tracker through go-live and 90 days post go-live
Work with Transition, On-Account, and Finance Leads to maintain accurate transition budgets
Coordinate journal entries for transition-related expenses with Corporate Accountants
Improve budget tracking processes and reporting
Assist Finance Leads and review/sign off when Analysts flag budget risk or overage
Manage the Transition Team Site, including user access, folder creation, and link updates
Develop and update transition plans across multiple concurrent accounts
Act as Team Lead alternate and point of contact for client transition leads and JLL Account representatives
Set up E1, Corrigo, and Bottom-line AP systems, including initial Chart of Accounts and discrepancy resolution
Coordinate bank account administration and PCard program setup
Troubleshoot transition-related systems and refine SOPs/checklists
Guide finance teams through financial processes and procedures for new clients
Own the client billing handoff, funding requests, funding log, billing, cash receipts, payments, and cash log updates
Complete ASC606 and Company Audit tabs and verify general ledger setup accuracy

Requirements

What you’ll need

Bachelor's degree in Accounting or Finance
MBA, CA, or CPA a plus
7+ years of relevant experience, including several years directly involved in client or account transitions/onboarding
Hands-on experience with an accounting/ERP platform (JD Edwards/E1, SAP, Oracle, or equivalent); direct E1/Corrigo/Bottom-line AP exposure preferred
Strong Excel skills
Comfort with reporting and coordination tools (e.g., Power BI, Tableau, ADO/Azure DevOps, SmartSheet)
Strong analytical, organizational, and coordination skills
Proven ability to guide or mentor others through complex, deadline-driven work
Excellent verbal and written communication skills
Genuine client-facing experience
Understanding of and commitment to client service
Comfort managing multiple concurrent, time-boxed client transitions in a fast-paced, collaborative team environment

Benefits

Comp & perks

Remote work arrangement
40 scheduled weekly hours
Reasonable accommodations for individuals with disabilities