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Berkadia · 22 hours ago

Senior Financial Analyst

Denver, Colorado, United States

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $100K/yr

3+ years exp

Berkadia is a company focused on investment sales in commercial real estate, seeking a highly analytical and detail-oriented Senior Financial Analyst to support their Denver Investment Sales team. The role involves financial modeling, transaction management, and collaboration across departments to ensure seamless support throughout the lifecycle of transactions.

Property ManagementReal EstateReal Estate Investment

Culture & Values

Responsibilities

Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition, and disposition

Break down and analyze P&L statements and rent rolls to support valuation and investment decisions

Utilize and maintain databases tracking investment sales activity, construction pipeline, and other relevant real estate metrics

Review industry surveys, benchmarks, and economic/demographic trends to inform market positioning

Assist in the research, writing, and proofing of market intelligence for marketing materials

Prepare and present analysis results, including charts and graphics, in a clear and concise manner

Establish strong working relationships with internal stakeholders to identify market intelligence needs

Occasionally present findings and support analyses in client meetings

Coordinate and streamline the flow of projects, documents, and communication between advisors and internal teams

Gather information from advisors and departments to support the creation of marketing materials, proposals, and presentation packages

Launch listings and provide ongoing support through close of escrow

Manage listing agreements and contracts of sale in compliance with corporate and Department of Real Estate requirements

Serve as the point of contact for due diligence, facilitating communication between buyers and sellers

Coordinate closing documentation and follow up on outstanding items to ensure timely completion

Compose real estate documentation including listing agreements, commission receipts, purchase agreements, and transaction data

Maintain CRM database of potential buyers, sellers, property listings, and escrows

Other duties as assigned

Qualification

Financial modelingExcelFinancial analysisSalesforceProject managementCustomer serviceOrganizational skillsCommunication skills

Required

Bachelor's degree in finance, Real Estate, Business, or a related field

3+ or more years of prior experience in financial analysis within commercial real estate

Expert-level ability in Excel and financial modeling

Exceptional organizational abilities and capacity to multitask in a dynamic, fast-paced environment with competing priorities

Strong project management skills, with proven ability to coordinate internal project delivery teams while maintaining focus

Clear verbal and written communication skills, effective across all levels of an organization

Outstanding customer service skills and the ability to manage the expectations of clients with strong personalities

Preferred

Previous experience with Salesforce is preferred

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

We'll help you fund your learning journey with generous tuition reimbursement

Pet insurance discounts

And more!

Company

Berkadia

Glassdoor4.2

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients.

Founded in 2009

New York, New York, USA

1001-5000 employees