VP, Financial Analysis

About the role

Berkadia is seeking a Vice President (VP) with 5-10 years of relevant industry experience to join the Multifamily Investment Sales team in our Irvine office. This role supports and partners with the Investment Sales Advisors to execute the operations of the team’s transactions across Southern California.

Responsibilities

• Manage the deal analysis processes to support the client base, drive team success, and achieve production goals.
• Analyze financial statements, rent rolls, and other property documents to provide strategic insights and recommendations.
• Utilize and maintain databases tracking investment sales activity, construction pipeline, and other relevant real estate metrics.
• Create the presentation of complex financial analyses to clients providing strategic advice and actionable insights.
• Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients.
• Lead in creating market intelligence for high impact marketing materials.
• Establish and maintain strong working relationships with the team and clients to understand and anticipate their needs.
• Effectively simplify and communicate complex ideas in writing and through advanced data visualization techniques to a diverse audience including senior management and executives.
• Drive continuous improvement initiatives to enhance analytical processes and methodologies, ensuring best practices are followed.

Requirements

• Expert-level analytical and financial modeling skills.
• Expert-level MS Excel skills.
• Proficient in MS Office Suite (Outlook, Word, and PowerPoint).
• Bachelor’s degree required; Business-related, Real Estate or Finance.
• Experience in client-facing interactions/responsibilities.
• 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.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Experience leveraging AI tools to enhance financial modeling, market research, or document production is a plus.
• At least 5 years of financial analysis in commercial real estate.

Qualifications

• Expert-level analytical and financial modeling skills.
• Expert-level MS Excel skills.
• Proficient in MS Office Suite (Outlook, Word, and PowerPoint).
• Bachelor’s degree required; Business-related, Real Estate or Finance.
• Experience in client-facing interactions/responsibilities.
• 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.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Experience leveraging AI tools to enhance financial modeling, market research, or document production is a plus.
• At least 5 years of financial analysis in commercial real estate.

Skills

• Expert-level analytical and financial modeling skills.
• Expert-level MS Excel skills.
• Proficient in MS Office Suite (Outlook, Word, and PowerPoint).
• Bachelor’s degree required; Business-related, Real Estate or Finance.
• Experience in client-facing interactions/responsibilities.
• 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.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Experience leveraging AI tools to enhance financial modeling, market research, or document production is a plus.
• At least 5 years of financial analysis in commercial real estate.

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.
• Discounts on pet insurance.

Pay

The provided base salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities.

Schedule

No specific schedule is mentioned in the job posting.