Financial Analyst, FP&A

Phillips Edison & Company LTD; Cincinnati (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Phillips Edison & Company, Inc. (PECO) is seeking a Financial Analyst to support forecasting, budgeting, and financial analysis for commercial properties.

The role builds understanding of how property-level activity flows through forecasts and financial statements, coordinating recurring forecast activities. The analyst will collaborate with Finance, Accounting, Property Management, Operations, Leasing, and others; develop P&L drivers and provide ad-hoc analysis; strong Excel and data skills;

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field required.
• Up to 2 years of experience in financial analysis, budgeting, forecasting, or related field preferred; internship considered.
• Strong Excel skills and analytical aptitude; interest in financial modeling, reporting tools, automation and AI.
• CRE, MRI, Argus, Power Query, or data visualization experience is helpful but not required.
• Curiosity about how business activity flows through financial statements; willingness to ask questions before changing a process.
• Attention to detail, organization, and ability to meet deadlines without sacrificing quality.
• Clear written and verbal communication; ability to build cross-functional relationships.

Responsibilities

• Support the recurring forecast and budgeting process for assets in the portfolio.
• Build partnerships across Finance, Accounting, Property Management, Operations, Leasing, and others.
• Develop understanding of property-level P&L drivers including revenue, expenses, leasing, and NOI.
• Provide guidance on overhead forecasts and assist in decision-making for departments.
• Prepare forecast schedules, management reports, and variance analyses; communicate findings clearly.
• Maintain organized, auditable files, assumptions, procedures, and controls.
• Identify opportunities to simplify recurring work and participate in automation initiatives.
• Learn MRI, Argus, and Excel-based models used by FP&A.
• Provide ad-hoc financial analysis and decision support as needed.

Skills

Excel

Analytical thinking

Detail-oriented

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

MRI

Argus

Power Query

Data Visualization

Job description

Position Description - Financial Analyst Position Summary

The Financial Analyst supports forecasting, budgeting, and financial analysis for commercial properties. The role is designed to build a strong understanding of how property-level operating activity flows through the forecast and financial statements. Working closely with business partners, the analyst will coordinate recurring forecast activities, explain performance drivers, and deliver accurate, timely analysis. The analyst will also participate in process improvement and automation initiatives after developing a solid understanding of the underlying business purpose, data, controls, and expected outputs.

Essential Duties and Responsibilities

• Support the recurring forecast and budgeting process for assets in the portfolio, including data collection, template preparation, variance review, and deadline coordination.
• Build strong working partnerships across Finance, Accounting, Property Management, Operations, Leasing, and other functions to understand business activity and reflect it accurately in forecasts.
• Develop a working understanding of property-level P&L drivers, including revenue, operating expenses, leasing activity, and net operating income.
• Serve as a key finance business partner to Department Heads and Property Management leadership by providing guidance on overhead forecasts, challenging assumptions, aligning financial expectations, and supporting informed decision‑making.
• Prepare recurring forecast schedules, management reports, and variance analyses; investigate unexpected results and clearly communicate findings.
• Maintain organized, well‑documented, and auditable files, assumptions, procedures, and controls for assigned processes.
• Identify opportunities to simplify recurring work and improve data quality; participate in automation and AI initiatives with appropriate guidance and human review.
• Learn MRI, Argus, Excel‑based models, and other portfolio or reporting tools used by the FP&A team.
• Provide ad‑hoc financial analysis and decision support as business needs arise.

Education / Experience Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.
• Up to 2 years of experience in financial analysis, accounting, budgeting, forecasting, or a related field preferred; relevant internship experience considered.
• Strong Excel skills and analytical aptitude, with a strong interest in learning financial modeling, reporting tools, automation and AI.
• Commercial real estate, MRI, Argus, Power Query, or data visualization experience is helpful but not required.
• Curiosity about how business activity flows through the financial statements and willingness to ask questions before changing a process.
• Attention to detail, accuracy, organization, and a commitment to meeting deadlines without sacrificing quality.
• Clear written and verbal communication skills and the ability to build effective working relationships across functions.
• Ability to balance recurring responsibilities with ad‑hoc requests and to elevate issues promptly.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Phillips Edison & Company, Inc. (PECO) is one of the nation’s largest owners and operators of grocery‑anchored shopping centers. Our diversified portfolio of well‑occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity‑based goods and services in strong demographic markets throughout the United States. For 35 years our fully integrated operating platform of talented in‑house professionals has provided hands‑on, locally smart management, leasing and acquisition services. Designed to support the businesses operating at each center (who we call Neighbors), our goal is to provide the most effective array of goods and services to local consumers and offer a safe and welcoming shopping experience that contributes to, and enhances, the vitality of each neighborhood.