Financial Analyst, FP&A

Phillips Edison & Company; Cincinnati (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

Phillips Edison & Company in Cincinnati, OH is seeking a Financial Analyst to support forecasting, budgeting, and financial analysis for our commercial property portfolio. You will collaborate with Finance, Property Management, Operations, Leasing, and other teams to ensure accurate forecasts and insightful performance analysis, driving improvements in processes and reporting.

The role emphasizes understanding property-level P&L drivers, preparing recurring schedules and variance analyses, and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• Up to 2 years of financial analysis, budgeting, forecasting, or related experience preferred.
• Strong Excel skills and interest in financial modeling, automation and AI.
• Knowledge of CRE tools like MRI, Argus is helpful but not required.
• Clear written and verbal communication; ability to partner across functions.

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.

Skills

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Education

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

Tools

MRI

Argus

Excel

Power Query

Job description

Position Description - Financial Analyst

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.

• 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.

Position Summary

Position Description - Financial Analyst

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.

• 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.

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 escalation 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.