Senior Financial Analyst

Berkadia; Irvine (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Monthly volunteer hours

Donation matching to community causes

Employee Resource Groups

Fertility and family planning services

Parental leave (up to 12 weeks)

Mental health care

Tuition reimbursement

Pet insurance discounts

And more!

Job summary

Berkadia is seeking a Senior Financial Analyst to perform comprehensive financial analyses of Commercial Real Estate assets and support client-facing documents. You will analyze P&L statements, rent rolls, and market data, building dashboards and visuals to explain insights clearly.

The role involves presenting analyses to clients, tracking market trends, and collaborating with team members to address market intelligence needs. Irvine location with competitive benefits and growth opportunities.

Qualifications

• Proficiency in MS Office, esp. Excel with VBA and complex formulas.
• Experience with data analytics, including demographics, competitors, and trends.
• Ability to communicate complex ideas through writing and data visualization.
• Organized, detail-oriented, and accurate in analysis and reporting.
• Experience using Adobe Creative Suite is a plus.

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, clearly.

Skills

Excel modeling

VBA

Complex formulas

Data analytics

Data visualization

Adobe Creative Suite

Tools

MS Office suite

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? Discover your next opportunity at Berkadia

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? Discover your next opportunity at Berkadia

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.

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.

Preferred Qualifications

• 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.

Compensation Range

$85,000-100,000

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 acknowledgingBerkadia's Application PolicyandBerkadia's Privacy Policy.