VP, Financial Analysis

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. 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 will support and partner with the Investment Sales Advisors to successfully execute the operations of the team’s transactions across Southern California. The VP will quarterback the deal process which includes financial modeling and underwriting, preparation of institutional-quality marketing collateral, in-depth market research and analysis, and transaction due diligence. The role also includes meaningful responsibility for client and investor communication, guidance and mentorship for junior team members, and support of overall transaction strategy. This role is best suited for a high-performing professional with a deep interest in the multifamily sector, strong initiative, and the ability to lead effectively within a collaborative team environment. We Innovate to shape the future of CRE, so in this role you will: · Serve as a strategic leader by managing 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. · Lead in creating 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. · Actively lead the research, writing, and quality control of 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. · Demonstrate a track-record of high performance within a deadline driven environment, consistently delivering outstanding results. · Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment. · Drive continuous improvement initiatives to enhance analytical processes and methodologies, ensuring best practices are followed. · Other duties as assigned. We Stand for Excellence, so to achieve success in this role you should have: · Expert-level analytical and financial modeling skills. · Expert-level MS Excel skills. · Must be 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 a plus. · At least 5 years of financial analysis in commercial real estate. 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. #LI-HB1 #LI-ONSITE 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. Compensation $120,000 — $150,000 USD 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 necessary steps 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 [email protected]. 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 acknowledging  Berkadia's Application Policy  and  Berkadia's Privacy Policy . Please click the following links for more information about:  EEOC ,  Employee Rights under the FMLA ,  EPPA .

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