Senior Financial Analyst

As a Senior Financial Analyst at Berkadia, your primary responsibilities will include performing in-depth financial analyses of Commercial Real Estate assets, breaking down and analyzing P&L statements and rent rolls, and maintaining databases that track vital metrics such as investment sales activity and construction pipelines. You'll also prepare client-facing documents and presentations while actively researching and writing market intelligence to inform decision-making.

To apply for the Senior Financial Analyst role at Berkadia, candidates should possess a Bachelor’s degree or equivalent and have 3-5 years of relevant experience. Strong Excel modeling skills, including VBA and complex formulas, are a must, along with proficiency in MS Office Suite. Experience with data analytics and the ability to simplify complex concepts for various audiences are also essential for success in this role.

The Senior Financial Analyst supports the Investment Sales team by conducting thorough financial analyses, preparing market data for presentations, and crafting compelling narratives based on market intelligence. You'll collaborate closely with the team to identify their informational needs and provide them with the insights necessary to effectively pitch to clients, showcasing Berkadia's market expertise.

Essential skills for the Senior Financial Analyst position at Berkadia include exceptional Excel modeling capabilities, strong organizational skills, attention to detail, and the ability to work effectively both independently and as part of a team. Communication skills are vital as well, as you'll need to convey complex financial concepts to diverse audiences clearly and effectively.

Berkadia offers an attractive benefits package for Senior Financial Analysts, which includes monthly paid volunteer hours, donation matching, mental health care including free counseling sessions, and up to 12 weeks of fully paid parental leave. Additionally, we provide generous tuition reimbursement to support your ongoing learning and professional development.

When answering this question, be sure to highlight specific financial models you've worked on and the impact they had on business decisions. Discuss your proficiency with Excel and any complex formulas or VBA functions you've utilized to enhance your analyses.

To answer this question, describe your methodical approach to examining P&L statements, including how you identify key trends, variances, and insights that can inform management decisions. Emphasize the importance of attention to detail and accuracy in your evaluations.

Explain how market intelligence is crucial to your financial analyses, providing context for the data you evaluate. Discuss specific examples where market trends or economic indicators influenced your conclusions or recommendations in the past.

Discuss your strategies for double-checking your work, such as peer reviews, cross-referencing with established datasets, and utilizing validation tools in Excel. Emphasize the importance of accuracy and its impact on decision-making.

Provide an example where you simplified a complex financial concept for a client, focusing on your communication skills and how you used visuals or storytelling to make the information more accessible and understandable.

Share specific projects where you've used data analytics to evaluate competitors, trends, or investment opportunities in the real estate sector. Highlight any tools or software you used to gather and analyze data effectively.

Discuss the different methods you use to stay informed about industry trends, including reading industry publications, attending conferences, engaging in online forums, or networking with professionals in the field.

Describe your experience preparing and delivering presentations to stakeholders. Emphasize any positive feedback you've received and the strategies you employed to engage your audience.

Explain your time management strategies, such as creating task lists, assessing urgency and importance, and using project management tools to keep track of multiple projects while meeting tight deadlines consistently.

Articulate your motivation for wanting to be part of Berkadia, citing the company's commitment to collaboration, innovation in Commercial Real Estate, and strong culture that values personal and professional development as key reasons for your interest.