Junior Finance Analyst

Phoenix Investors • Milwaukee, WI

Phoenix Investors is seeking a motivated and detail-oriented Junior Finance Analyst to support financial management with construction and capital projects across our national real estate portfolio.

This is a great opportunity for someone early in their career who is interested in gaining hands-on experience in construction finance, project accounting, and real estate operations. You will work closely with both the Accounting and Construction teams to help manage the construction draw process and keep projects running smoothly from a financial perspective. This position will report directly to the CFO.

This position is not eligible for relocation assistance.

  • Assist with the construction draw process across multiple active projects
  • Review draw packages to ensure required documentation is complete
  • Help track and collect lien waivers from contractors, subcontractors, and suppliers
  • Follow up with vendors and internal teams to gather missing information
  • Support coordination between the Accounting and Construction teams
  • Maintain organized records of draw packages, waivers, and project documentation
  • Assist with tracking project budgets and costs
  • Support reporting and general administrative tasks related to project finances
  • Learn and assist in improving internal processes over time
  • Manage the reserve tracker to ensure that draws are submitted and received on time

What Success Looks Like

  • Timely and accurate support of the construction draw process
  • Organized and complete project documentation
  • Strong communication and follow-up with internal teams and vendors
  • Continued learning and development within the role
  • 0 – 3 years of experience in finance, accounting, construction, or a related field
  • Strong attention to detail and organizational skills
  • Willingness to learn and take on new responsibilities
  • Comfortable working with multiple teams and priorities
  • Basic proficiency in Microsoft Excel

Preferred (but not required)

  • Bachelor’s degree in finance, accounting, business, construction management, or a related field (or equivalent experience)
  • Exposure to construction, real estate, or property management environments
  • Familiarity with construction billing, pay applications, or lien waivers
  • Yardi experience
  • Salary commensurate with experience
  • Performance-based bonus opportunity
  • Comprehensive benefits package including company-paid health care
  • Free breakfast and lunches
  • On-site fitness center

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