Capital Planning Manager

Jones Lang LaSalle Americas, Inc.

Capital Planning Manager at JLL supporting real estate initiatives and disciplined expense management. Integrating data for effective capital planning and optimizing project outcomes while fostering collaboration.

Posted 6/13/2026full-timeRemote • North Carolina • 🇺🇸 United StatesSeniorLead💰 $80,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Support execution of the client’s annual capital plan, with particular focus on disciplined expense allocation and control.
Design, document, and streamline capital planning procedures, integrating industry best practices and innovative approaches.
Employ various systems and technologies to achieve operational efficiency, improve data consistency, and enhance transparency.
Translate strategic initiatives into actionable projects in partnership with the client and pipeline manager, ensuring a forward-looking, multi-year project pipeline.
Supervise a diverse project portfolio spanning corporate offices, infrastructure, critical environments, and retail, ensuring alignment with the client’s expense management strategy.
Direct intake, evaluation, and prioritization of planned and ad hoc projects, presenting creative options to maximize client outcomes.
Partner with the JLL Finance team and project analyst to improve budgeting accuracy, refine forecasting, and deliver high-quality financial reporting.
Maintain a comprehensive understanding of project and account-level financials, ensuring proactive alignment between project budgets and the client’s overall financial objectives through close coordination with Finance.
Produce client deliverables, dashboards, and analytic outputs in partnership with BI and Finance teams.
Consolidate capital planning and project data from JLL, the Finance team, and other service providers, ensuring data integrity and continuity.
Foster proactive stakeholder engagement and drive integration across service providers and internal JLL functions.
Serve as a trusted advisor, using financial and analytic insights to enable rapid, well-informed client decisions.
Cultivate a collaborative, high-performance culture among the client, JLL account teams (including Finance and Analytics), and partner organizations.
Develop and implement effective communication strategies to advance account and client goals.
Champion the adoption of new tools, technologies, and process improvements, driving continuous enhancement throughout the account.

Requirements

What you’ll need

Bachelor’s degree in finance, business, engineering, real estate, or related field.
Minimum 7 years’ experience in capital planning, portfolio management, or financial management within real estate or facilities environments.
Deep knowledge of capital planning methodologies, with proven expertise in expense-focused project and portfolio execution.
Strong financial acumen, with demonstrated ability in forecasting, budgeting, and project financials, along with experience collaborating directly with finance teams and analysts.
Proficiency with multiple systems and technologies supporting process efficiency, data integration, analytics, and reporting. Systems include AdaptiveWork, Ingenious, Smartsheet, Corrigo, and E1.
Advanced skills in data analysis, dashboard/report development (Power BI or similar), and data-driven reporting.
Demonstrated ability to build consensus, lead cross-functional teams, and facilitate effective decision-making at all levels.
Excellent written and verbal communication, with an emphasis on impactful, clear, and transparent messaging.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

capital planningportfolio managementfinancial managementforecastingbudgetingdata analysisdashboard developmentreport developmentexpense managementproject financials

Soft Skills

leadershipcollaborationcommunicationdecision-makingstakeholder engagementconsensus buildingstrategic thinkingproblem-solvingcreativityhigh-performance culture

Certifications

Bachelor’s degree in financeBachelor’s degree in businessBachelor’s degree in engineeringBachelor’s degree in real estate