Bachelor's degree in Finance/Accounting or related field required
2-5 years of financial analysis experience; commercial real estate experience preferred
Advanced Excel skills
Strong written and verbal communication skills
Experience with Argus Enterprise or similar financial modeling software is a plus
Self-starter with a natural curiosity and initiative
High-energy personality willing to work extra hours during peak times
Responsibilities
Produce financial updates for joint venture investors, detailing historical results and forecasts
Support the Director with lease analysis, investor communications, and transaction closings
Maintain and present joint venture property financial models
Assist with the joint venture budget and forecast process, ensuring accuracy
Create financial presentations for external annual reports
Forecast JV cash flows and recommend distributions
Implement process improvements and reporting upgrades
Benefits
Collaborative work environment with cross-functional teams
Opportunity to work on high-impact financial projects
Exposure to institutional joint ventures and commercial real estate
Professional development opportunities
Dynamic and fast-paced corporate culture
Full Job Description
Position Summary
Phillips Edison & Company is seeking a Senior Financial Analyst to join our Investment Management team, which oversees the performance of Phillips Edison's institutional joint ventures. This position will perform a wide range of finance-related duties, working cross-functionally with Phillips Edison's Operations, Investments, Finance, and Accounting groups. The ideal candidate must be able to work in a fast-paced environment, handling multiple responsibilities and requests, while distilling detailed financial data into meaningful information for internal and external users.
This position will report to the Director, Investment Management and will be located in our Cincinnati, OH corporate headquarters.
Essential Duties and Responsibilities:
Produce financial/operational updates for joint venture investors, which should explain historical results, forecast probable outcomes, and recommend operational courses of action
Support the Director, Investment Management with ad hoc lease analysis, investor communications, annual meeting deck prep, JV transaction closings, property-level financings, and liaising between the PECO operations platform and joint venture partners
Own the maintenance and presentation of a group of joint venture property financial models
Assist with the joint venture budget and forecast process:
Review and update budget/multi-year financial models for accuracy and reasonableness
Create financial presentations and analyses for external annual reports
Review and update fee income budget and forecast
Own the fund rollup of one of PECO's joint ventures
Forecast JV cash flows and make distribution recommendations
Perform ad hoc analyses and underwritings on a tenant/property/portfolio/department level
Recommend and implement process improvements, reporting upgrades, and automations in reporting/analysis
In general, approach every piece of financial information with a strategic mindset and opinion for how that piece of information ought to be interpreted, how it aligns with operational and financial goals, etc.
Education / Experience Requirements:
Bachelor's degree in Finance/Accounting or related field required.
2-5 years of experience in financial analysis required; direct experience in commercial real estate a plus.
Advanced Excel skills required.
Advanced written and verbal communication skills required.
Experience with Argus Enterprise (or a similar financial modeling CRE software) a plus.
Self-starter who is naturally curious, a quick learner, and who will take the initiative to understand the root of issues without being prompted.
High-energy personality willing to work extra hours during peak times to meet deadlines.
