About this role
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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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