Senior Financial Analyst

Are you looking for an opportunity to make an impact and shape the future of the commercial real estate (CRE) industry?

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.

Innovation meets excellence at Berkadia, where we give you the space you need to create and allow your ideas to flourish. We are leading the evolution of CRE, and can't do that without innovators who are driven by curiosity and are willing to challenge the status quo as they chart their career path – and Berkadia's future. Be Part of Building the Next. 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.
• Actively lead the research, writing, and proofing of market intelligence for high impact marketing materials.
• Effectively simplify and communicate complex ideas in writing and through advanced data visualization techniques to a diverse audience including senior management and executives.
• Demonstrate a track-record of high performance within a deadline driven environment, consistently delivering outstanding results.
• Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment.
• Drive continuous improvement initiatives to enhance analytical processes and methodologies, ensuring best practices are followed.  
• 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.

We Stand for Excellence, so to achieve success in this role you should have:

Preferred Qualifications:

• Commercial Real Estate Experience.
• 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.
• Bachelor's degree or equivalent.
• 3+ years of 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:  
• We'll help fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be Part of Building the Next. Be Berkadia. 

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