Senior Financial Analyst, Real Estate Investment Management
Phillips Edison & Company
Cincinnati, OH · Posted November 2, 2026
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Where Cincinnati, OH ranks
Where Cincinnati, OH placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #2Best all-round cities for new graduates in the Midwest64 / 100 · of 20
- #2Best all-round cities for new graduates in the Great Lakes63 / 100 · of 16
- #3Cities with the most jobs that do not need a four-year degree in the Midwest153 jobs · of 51
- #3Cities with the most jobs that do not need a four-year degree in the Great Lakes153 jobs · of 36
- #4Best cities for software and engineering jobs in the Midwest252 openings · of 59
- #4Best cities for software and engineering jobs in the Great Lakes252 openings · of 48
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
Pay compared with the market
This listing does not state pay. Across 388 open senior financial analyst listings that state pay, the middle half runs $97,500 to $117,500 and the median is $105,000.
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Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
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About the job
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
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.