Senior Financial Analyst
Senior Financial Analyst
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Job Description
Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance
Berkadias 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.
The Senior Financial Analyst will become an expert on market elements that impact Commercial Real Estate and perform in-depth financial analysis to evaluate Commercial Real Estate assets. The Senior Financial Analyst will assist the Investments Sales team with financial analysis and preparing market data to be utilized in various client-facing documents and presentations.
We Innovate to shape the future of CRE so in this role you will:
- Owns the process to breakdown and analyze P&L statements and rent rolls.
- Utilize and maintain databases which track investment sales activity construction pipeline and other relevant real estate metrics.
- Will occasionally present and support analyses to clients.
- Review industry surveys and benchmarks economic and demographic trends.
- Actively research writing and proofing of market intelligence for marketing materials.
- Prepare and present the results of the analysis including graphics and charts in a clear and concise manner.
- Establish strong working relationships with the team to understand and identify their needs for market intelligence.
- Utilize the market intelligence to craft the story for the deal.
- Other duties as assigned.
We Stand for Excellence so to achieve success in this role you should have:
- Exceptionally strong Excel modeling skills with experience with VBA and complex formulas.
- Experience with data analytics such as demographics competitors industry and real estate trends etc.
- Organized and highly detail-oriented; accustomed to allocating time to double-check work.
- Ability to think commercially about the needs and requirements of different client groups including investment management firms brokers and lenders.
- Strong work ethic with the ability to work independently and deliver results with minimal supervision.
- Ability to work effectively both as an individual and as part of a team are a must.
- Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
- Must be proficient in MS Office Suite (Outlook Word PowerPoint and Excel).
- Experience using Adobe Creative Suite (InDesign Photoshop etc.) a plus.
- Bachelors degree or equivalent
- Three to five years prior experience in a similar position.
We believe People Matter so we offer benefits that go beyond:
- 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:
- Well help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Be the Next Big Thing. Be Berkadia.
#LI-DNI
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 necessarysteps to provide a workplace free from harassment and discrimination as well as access and reasonable accommodations for individuals with you require reasonable accommodation to take part in the interview process please contact
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 acknowledgingBerkadias Application PolicyandBerkadias Privacy Policy. Please click the following links for more information about:EEOCEmployee Rights under the FMLAEPPA.
Required Experience:
Senior IC
Employment Type
Full Time
