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Senior Financial Analyst - Affordable Housing

BerkadiaUnited States Of AmericaNew
On-site Full-time

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Experience Level

Senior

Qualifications

To excel in this role, you should possess: A Bachelor's degree in Finance, Accounting, Economics, or a related field. Strong analytical skills and proficiency in financial modeling. Excellent communication and presentation skills. Ability to work collaboratively in a team-oriented environment. A proactive approach to problem-solving and a passion for the Affordable Housing sector.

About the job

Berkadia seeks a Senior Financial Analyst to join its Affordable Housing team in the United States. This position focuses on financial analysis and market evaluation for Affordable Multifamily Commercial Real Estate, supporting Investment Sales Advisors with insights and data-driven recommendations.

What you will do

  • Analyze P&L statements and rent rolls to identify trends and provide actionable recommendations.
  • Interpret complex Regulatory Agreements with attention to detail.
  • Maintain and manage databases tracking investment sales, construction pipelines, and real estate metrics.
  • Create and present detailed financial analyses, including graphics and charts, for both internal and client-facing use.
  • Present analysis results to clients as needed.
  • Review industry surveys, benchmarks, and demographic data to highlight opportunities and risks.
  • Research, write, and proof market intelligence for marketing materials.
  • Prioritize and manage multiple assignments within a collaborative team.
  • Use market intelligence to help tell the story behind each deal.
  • Perform other duties as assigned.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Strong analytical skills and experience with financial modeling.
  • Clear communication and presentation abilities.
  • Comfort working within a team-oriented environment.
  • Proactive problem-solving mindset and interest in Affordable Housing.

This role offers the chance to work closely with experienced professionals, apply both quantitative and qualitative analysis, and contribute to the success of Berkadia's Affordable Housing platform.

About Berkadia

Berkadia is a leading commercial real estate company that specializes in multifamily and commercial real estate investment sales, mortgage banking, and servicing. We provide unparalleled resources and expertise to our clients, empowering them to achieve their real estate investment goals.

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