Senior Financial Analyst

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

We are seeking a highly analytical and detail-oriented Senior Financial Analyst to support the Denver Investment Sales team with both financial modeling and transaction management. This hybrid role is designed to bridge the gap between financial analysis and operational execution, ensuring seamless support throughout the lifecycle of commercial real estate transactions. The ideal candidate will be comfortable working in a fast-paced environment, collaborating across departments, and managing multiple priorities with precision.

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.

• 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.

• 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.
• Previous experience with Salesforce is preferred.
• 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.

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