Berkadia

Senior Financial Analyst – Affordable Housing

Berkadia

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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Job Level

Senior

Tech Stack

VBA

About the role

  • 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.

Requirements

  • Must have direct LIHTC (Low Income Housing Tax Credit) experience.
  • Strategic thinker with ability to look at situations from differing points of view; able to challenge decisions as appropriate; persuasive with details and facts.
  • Comfortable taking charge and dealing with ambiguity to achieve successful outcomes.
  • Excellent interpersonal skills with strong internal and external customer service skills.
  • Must be organized, resourceful, flexible, task-oriented/driven to closure and can thrive under pressure.
  • Ability to analyze and interpret complex Regulatory Agreements
  • Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
  • Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
  • Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
  • 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 are a must.
  • Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
  • Must be proficient in MS Office Suite (Outlook, Word, PowerPoint)
  • Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.
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:
  • We'll help you fund your learning journey with generous tuition reimbursement
  • Pet insurance discounts
  • And more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
P&L analysisRegulatory Agreements interpretationExcel modelingVBAdata analyticsfinancial analysisdata visualizationmarket intelligencepresentation skills
Soft Skills
strategic thinkingleadershipinterpersonal skillscustomer serviceorganizational skillsflexibilitytask-orientedindependenceteamworkcommunication
Certifications
LIHTC experience