Financial Analyst

Berkadia; Orlando (FL); On-site; USD 85,000 - 130,000; Full time

Job summary

Berkadia is a leading commercial real estate financial services company seeking a qualified analyst to develop and maintain advanced underwriting models for development, acquisition and disposition projects in the Orlando, FL area.

The role emphasizes breaking down P&L statements, analyzing rent rolls, and managing market data to support client presentations and marketing materials. Strong Excel/VBA skills and data analytics experience are essential for success.

Qualifications

• Advanced Excel modeling skills and data analysis experience.
• Excellent written and verbal communication for presenting analyses.

Responsibilities

• Develop and maintain sophisticated financial underwriting models for CRE development, acquisition and disposition.
• Breakdown and analyze P&L statements and rent rolls.
• Utilize and maintain databases tracking investment sales activity and market metrics.
• Present and support analyses to clients when needed.
• Review industry surveys and benchmarks and provide market intelligence for marketing materials.
• Prepare and present analysis results with clear graphics and charts.

Skills

Advanced Excel

VBA

Data analytics

Communication skills

Organized

Tools

Excel

Job description

Be Part of the Next. Be Berkadia. Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next?

Be Part of the Next. Be Berkadia. Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next?

Responsibilities

• Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition and disposition.
• Breakdown and analyze P&L statements and rent rolls.
• Utilize and maintain databases that track investment sales activity, construction pipeline, and other relevant real estate metrics.
• May occasionally present and support analyses to clients.
• Review industry surveys and benchmarks, economic and demographic trends.
• Actively assist in the research, writing, and proofing of market intelligence for marketing materials.
• Assist with preparing and presenting the results of the analysis, including graphics and charts, in a clear and concise manner.
• Establish strong working relationships with the team to understand and identify their needs for market intelligence.
• Other duties as assigned.

Preferred Qualifications

• Advanced Excel modeling skills, including proficiency in VBA and complex formulas, complemented by strong data analytics experience in demographics, competitors, and industry trends.
• Highly organized and detail-oriented, with a commitment to accuracy and thoroughness in all tasks.
• Commercially astute, with the ability to understand and address the needs of diverse client groups such as investment management firms, brokers, and lenders.
• Excellent communication skills, capable of simplifying and conveying complex ideas through writing and data visualization to varied audiences.

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!

Be Your Best Self. Be Berkadia.

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.

In keeping with our commitment, Berkadia takes the necessarysteps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact [e-mail].

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.

If you apply for this role, you are acknowledging Berkadia's Application PolicyandBerkadia's Privacy Policy. Please click the following links for more information about:EEOC,Employee Rights under the FMLA,EPPA.