Senior Financial Analyst, Investment Sales (Al)

Hendricks Berkadia Birmingham , AL 35202

Posted 4 weeks ago

At Berkadia we are redefining the industry with long-term investments in people and technology that deliver actionable insights and create the best customer experience. From acquisition to disposition, we service all commercial property types including multifamily, retail, office, industrial, affordable housing, seniors housing, hotels, student housing, and manufactured housing.

The Senior Financial Analyst will be an expert on market elements that impact Commercial Real Estate and will become a multifamily expert performing in-depth financial analysis to evaluate Multifamily assets. This person will provide the Alabama Investments Sales team with financial analysis and market data for multifamily properties to be utilized in various client-facing documents and presentations.


  • In-depth analysis of P&L statements and rent rolls for multifamily communities and the ability to spot trends, irregularities and opportunities to increase the NOI.

  • Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant metrics;

  • Review industry surveys and benchmarks, economic and demographic trends;

  • Take the lead role in the research, writing, and proofing of market intelligence for marketing materials;

  • Take the lead role in preparing and presenting the results of the analysis to the IS Team, including graphics and charts, in a clear and concise manner;

  • Establish strong working relationships with the team in order to understand and identify their needs for market intelligence.

  • In-office and field research involved; occasional day trip or overnight trip required

  • May occasionally present and support analyses to clients;

  • Become an expert at the art & science of obtaining accurate and highly detailed rent comp information (primarily through calls to the properties)

Skills and Compliance

  • Passionate about financial analysis proactive thinker

  • Ability to translate analysis into actionable insights

  • Resourceful, creative and curious

  • Process oriented - systems developer/follower

  • Good verbal and written communication skills

  • Positive influence on those around you

  • Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.;

  • Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences;

  • Expert-level analytical and financial modeling skills;

  • Expert-level MS Excel skills;

  • Must be very proficient in MS Office Suite (Outlook, Word, and PowerPoint);

  • Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) preferred;

  • Commitment to obtaining outstanding results;

  • Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment.

  • Inviting of technological advances and change'


  • Bachelor's degree required; Business-related, Real Estate or Finance field of study preferred;
  • Minimum of (three) 3 years of professional experience, including internships;
  • Specific experience as an analyst researching market trends and local industries in the Real Estate industry preferred.

Employee Benefits

  • 18 PTO days + 2 floating holidays & 10 paid holidays per year

  • Generous tuition reimbursement towards a Masters or Bachelors degree

  • 401K match up to 6%

  • 12 weeks of 100% paid paternity/maternity leave

  • Mentorship with industry professionals

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Analyst Cigna Medicare (Financial Analysis Senior Analyst)


Posted 5 days ago

VIEW JOBS 2/15/2020 12:00:00 AM 2020-05-15T00:00 DESCRIPTION: Financial Analysis Lead Analyst will be primarily responsible for the preparation of monthly reporting and analysis related to Cigna HealthSpring's IPA (Independent Physician Agreement)business model. This position will work with various teams including, but not limited to NetOps, Actuary, Finance, Board Physicians, and external Audit Firms. RESPONSIBILITIES: * Extract, analyze, and validate large sets of data used for monthly reporting * Build IBNR Models for Monthly, Quarterly, Yearly Closeout * Develop new analytic resources * Deliver monthly analytics packages to NetOps and other Business Partners * Assist with internal and external audit request * Develop, maintain and troubleshoot complex internal MS Excel spreadsheets * Assist with Ad-Hoc request PREFERRED COMPETENCIES: * Strong analytical and problem solving skills * Understanding or experience with a financial month end close * Strong Excel skills and experience building and maintaining excel models * Team player able to work in a matrix environment to meet reporting deadlines * Ability to utilize independent judgment and discretion, identify variances, and recommend solutions * Innovative and strong desire to learn * Experience in a highly regulated business environment * Ability to communicate results of analytics to a multitude of individuals/groups QUALIFICATIONS: * Bachelor's degree in Business, Accounting, Economics or Finance preferred * MBA or CPA a plus. * 2 plus years in a financial or a highly analytical position Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. If you require an accommodation based on your physical or mental disability please email: Do not email for an update on your application or to provide your resume as you will not receive a response. Cigna Birmingham AL

Senior Financial Analyst, Investment Sales (Al)

Hendricks Berkadia