What are the responsibilities and job description for the Senior Financial Analyst position at Berkadia?
Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
The Senior Financial Analyst is responsible for conducting comprehensive financial analyses to assess Commercial Real Estate assets, gaining expertise in market factors that influence the industry. This role involves supporting the preparation of financial analyses and market data for use in client-facing documents and presentations.
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
We Innovate to shape the future of CRE, so in this role you will:
Responsibilities
Preferred Qualifications
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
The Senior Financial Analyst is responsible for conducting comprehensive financial analyses to assess Commercial Real Estate assets, gaining expertise in market factors that influence the industry. This role involves supporting the preparation of financial analyses and market data for use in client-facing documents and presentations.
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
We Innovate to shape the future of CRE, so in this role you will:
Responsibilities
- Own the process of analyzing P&L statements and rent rolls.
- Manage and update databases tracking investment sales activity, construction pipelines, and other key real estate metrics.
- Occasionally present analyses and provide support to clients.
- Review industry surveys, benchmarks, and economic and demographic trends.
- Conduct research and write market intelligence for marketing materials, ensuring accuracy and clarity.
- Prepare and present analytical results, including graphics and charts, in a clear and concise manner.
- Build strong working relationships with team members to understand and address their market intelligence needs.
- Leverage market intelligence to develop compelling narratives for deals.
- Other duties as assigned.
Preferred Qualifications
- Proficient in MS Office suite, including exceptionally strong Excel modeling skills - experience with VBA and complex formulas.
- Skilled in data analytics, including demographics, competitors, and industry trends.
- Ability to simplify and communicate complex ideas effectively through writing and data visualization.
- Organized and detail-oriented, with a focus on accuracy and thoroughness.
- Experience using Adobe Creative Suite.
- Monthly paid volunteer hours and donation matching to benefit our communities
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Up to 12-weeks of fully paid parental leave
- Mental health care, including free counseling sessions:
- We'll help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.