Senior Financial Analyst- Seniors Housing

Berkadia; Dallas (TX); On-site; USD 140,000 - 175,000; Full time

Job summary

Join a leading company as a Senior Financial Analyst where you'll analyze market dynamics affecting Seniors Housing in Commercial Real Estate. Collaborate with a dedicated team, utilize advanced financial modeling skills, and contribute to impactful presentations.

Benefits

Monthly paid volunteer hours

Tuition reimbursement

Mental health care

Qualifications

• 3-5 years prior experience in a similar position.
• Ability to think commercially about client needs.

Responsibilities

• Conduct comprehensive financial analyses for Seniors Housing assets.
• Prepare and present market intelligence for marketing materials.

Skills

Excel modeling

Data analytics

Communication

Tools

MS Office Suite

Adobe Creative Suite

Job description

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Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?

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 will specialize in understanding the market dynamics that affect Seniors Housing within the Commercial Real Estate sector. This role involves conducting comprehensive financial analyses to assess Seniors Housing assets. The Senior Financial Analyst will support the Investment Sales team by providing detailed financial evaluations and preparing relevant market data for inclusion in client-facing documents and presentations tailored to the Seniors Housing market.

We Innovate to shape the future of CRE, so in this role you will:

• Owns the process to breakdown and analyze P&L statements and rent rolls.
• Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
• Will occasionally present and support analyses to clients.
• Review industry surveys and benchmarks, economic and demographic trends.
• Actively research, writing, and proofing of market intelligence for marketing materials.
• Prepare and present 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.
• Utilize the market intelligence to craft the story for the deal.
• Other duties as assigned.
  
  

We Stand for Excellence, so to achieve success in this role you should have:

• Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
• Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
• Organized and highly detail-oriented; accustomed to allocating time to double-check work.
• Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
• Strong work ethic with the ability to work independently and deliver results with minimal supervision.
• Ability to work effectively both as an individual and as part of a team are a must.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Must be proficient in MS Office Suite (Outlook, Word, PowerPoint and Excel).
• Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.
• 3-5 years prior 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 you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!
  
  

Be the Next Big Thing. 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. Please click the following links for more information about:EEOC,Employee Rights under the FMLA,EPPA.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Production, Analyst, and Finance

• Industries

  Leasing Non-residential Real Estate and Financial Services

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