Berkadia

Financial Planning and Analysis

• Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
• Use data and insights to inform conclusions and support decision-making.
• Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
• Simplify complex messages, highlighting and summarizing key points.
• Specialize and expand skills within the Accounting and Finance pillar for Workday Financials.
• Keep up to date with the latest thought leadership on Workday Finance thinking, tools, and techniques.
• Participate and lead in all stages of implementing and managing Workday Financial Management solutions.
• Responsible for the analysis, design, scheduling, construction, delivery, and maintenance of multiple products within the Workday Financial Management solution.
• Uphold the Company's code of ethics and business conduct.
• Support and participate in the Company’s internal control initiatives including developing and overseeing system controls.
• Develop, implement, and improve processes and related initiatives to ensure data integrity and improve overall department efficiency.
• Perform periodic security reviews and assess current requirements as necessary.
• Maintain integrity of controls and procedures surrounding use of accounting systems across the organization.
• Other duties as assigned.

Manager, Workday Financials

Vice President – Financial Systems

Program Manager

• Support design and execution of BeEngaged programming (pilots, startup engagement, value propositions)
• Manage program cadence (events, startup interactions, internal engagement)
• Coordinate across internal teams and external partners
• Intake and route startup opportunities and pilot requests
• Develop and refine scalable models for producer and client participation
• Drive internal awareness and adoption of BeEngaged
• Build and manage a marketing calendar
• Own content and messaging (presentations, email, LinkedIn)
• Promote the program to startups, partners, and industry audiences
• Support events, demo days, and thought leadership efforts
• Scan the market for emerging technologies and startup solutions relevant to Berkadia’s priorities
• Support pilot definition (hypothesis, success criteria, measurement)
• Translate insights into clear narratives and next steps for stakeholders
• Maintain visibility into tools, trends, and business needs
• Support business cases and strategic narratives

Program Manager – Corporate Development

Director

• Provide superior client service in mortgage banking
• Collaborate with investment sales and servicing platforms
• Utilize technology and capital relationships for client solutions
• Drive innovation in the commercial real estate sector

Director – Investor Relations

• Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations.
• Analyze and interpret complex Regulatory Agreements
• Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
• Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients.
• Will occasionally present and support analyses to clients.
• Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients.
• Active research, writing, and proofing of market intelligence for marketing materials.
• Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
• Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment.
• Utilize market intelligence to craft the story for the deal.
• Other duties as assigned.

Senior Financial Analyst – Affordable Housing

Analyst

• Supports mortgage banking and investment sales professionals’ source and execute business.
• Leverages Company’s centralized resources including teams based in Hyderabad, India.
• Analyzes commercial and multifamily real estate, which includes generating pro forma valuations and sizing appropriate loan options.
• Prepares formal loan submissions for lenders by drafting quotes to the business and credit teams; Add quotes to internal tracking system (Salesforce); Prepare loan applications; Draft internal approval memos; Follow-up on outstanding business and address internal reporting needs; and Review loan servicing data.
• Leads deal processing from applications to closings.
• Reviews due diligence material for real estate transactions.
• Review pertinent market information, including rent/sale comps, capitalization rates, market vacancy, trends, and other data necessary to evaluate specific loan opportunities, including competitor information.
• Interfaces with external parties including owners of real estate, providers of capital, vendors, consultants, and attorneys.

Senior Affordable Housing Analyst

Graphics Designer

• Develop real estate marketing materials, including offering memorandums, business proposals, financial documents, brochures, flyers, postcards, social media content, and more.
• Create and maintain organized design templates to streamline collateral production.
• Design graphics for various content types, including text, numerical data, maps, and infographics.
• Present design concepts to stakeholders, gather feedback, and implement revisions.
• Adhere to Berkadia’s brand standards while delivering innovative and creative designs.
• Effectively utilize design elements such as color palettes, photography, typography, and other visual components.
• Ensure the highest level of quality and accuracy through thorough review of all materials.
• Collaborate with team members and departments in a remote or hybrid work environment.
• Stay informed on current industry trends and best practices.
• Other duties as assigned.

Manager, Workday Financials

Vice President – Financial Systems

Program Manager – Corporate Development

Program Manager – Corporate Development

Director – Investor Relations

Senior Financial Analyst – Affordable Housing

Senior Affordable Housing Analyst

Senior Graphic Designer