Berkadia Commercial Mortgage LLC

Senior Financial Analyst

Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in commercial real estate analysis.
  • Exceptional skills in Excel, including VBA and complex formula modeling.
  • Strong data analytics abilities related to demographics and industry trends.
  • Capacity to communicate complex ideas clearly through writing and data visuals.
  • Detail-oriented with a strong commitment to accuracy.
  • Experience with Adobe Creative Suite is preferred.
  • Bachelor's degree or equivalent educational experience.

Responsibilities

  • Analyze P&L statements and rent rolls.
  • Update databases tracking investment sales and construction metrics.
  • Present analyses and support clients occasionally.
  • Review surveys, benchmarks, and economic trends.
  • Lead research and writing of market intelligence.
  • Communicate complex ideas simply and visually to a broad audience.
  • Manage multiple tasks and adapt to changing priorities in a team environment.

Benefits

  • Monthly paid volunteer hours and donation matching.
  • Employee Resource Groups for personal growth.
  • Fertility and family planning services offered.
  • Up to 12 weeks of fully paid parental leave.
  • Mental health care, including free counseling sessions.
  • Generous tuition reimbursement for continued education.
  • Pet insurance discounts available.
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:

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!


#LI-HG1 #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

$90,000-$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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