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PE
Phillips Edison & Company LTD
Financial Analyst, FP&A
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What they do
A Financial Analyst evaluates investment opportunities and makes recommendations to individuals and businesses. Analyzes the performance of different types of investments, studies business and economic trends and analyzes data to project company earnings
$84,990 / year median in Ohio
-2% projected decline
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.