Berkadia Commercial Mortgage LLC

Senior Financial Analyst

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in financial analysis, preferably in Commercial Real Estate.
  • Exceptional proficiency in MS Office, with a focus on advanced Excel modeling (VBA, complex formulas).
  • Strong data analytics skills surrounding demographics, competitors, and market trends.
  • Effective communicator with the ability to simplify complex concepts through writing and data visualization.
  • Experience with Adobe Creative Suite to enhance visual presentation capabilities.

Responsibilities

  • Analyze P&L statements and rent rolls to drive financial insights.
  • Manage and update essential databases tracking investment sales, construction pipelines, and real estate metrics.
  • Present analyses and provide strategic support to clients when necessary.
  • Review and evaluate industry benchmarks, economic data, and demographic trends.
  • Conduct research and produce accurate market intelligence for marketing materials.
  • Prepare and present analytical findings using clear visuals, like charts and graphics.
  • Foster collaborative relationships with team members to meet their market intelligence needs.

Benefits

  • Monthly paid volunteer hours and donation matching to support community initiatives.
  • Access to Employee Resource Groups for personal and professional growth.
  • Comprehensive fertility and family planning services.
  • Up to 12 weeks of fully paid parental leave.
  • Mental health care provision, including complimentary counseling sessions.
  • Generous tuition reimbursement to assist with ongoing education.
  • Discounted pet insurance and additional perks.
Full Job Description
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.

We Innovate to shape the future of CRE, so in this role you will:
  • 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.

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

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 you fund your learning journey with generous tuition reimbursement
  • Pet insurance discounts
  • And more!


#LI-HYBRID, #LI-ONSITE

The provided base salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities.

Compensation

$80,000-$100,000 USD

About Berkadia Commercial Mortgage LLC

Berkadia Commercial Mortgage LLC is a leading commercial real estate finance company that provides mortgage banking, investment sales, and servicing solutions for multifamily and commercial properties. The company offers a wide range of financing options, including Fannie Mae, Freddie Mac, HUD/FHA, CMBS, life company, bridge, mezzanine, and preferred equity. Berkadia Commercial Mortgage LLC was founded in 2009 and is headquartered in Horsham, Pennsylvania.
Learn more about Berkadia Commercial Mortgage LLC
Size
1,500 employees
Industry
Founded
2009

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