Financial Analyst

Berkadia • Orlando, FL

3d

About The Position

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.
The Senior Financial Analyst is responsible for conducting comprehensive financial analyses to assess Commercial Real Estate assets, specifically Manufactured Housing, 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.

Requirements

• 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.

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.

Benefits

• 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
• Tuition reimbursement
• Pet insurance discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed