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Berkadia · 11 hours ago

Senior Financial Business Analyst - Underwriting

Ambler, Pennsylvania, United States

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Berkadia is a leader in the commercial real estate industry, seeking a Senior Financial Business Analyst to coordinate project activities and develop templates for various stakeholders. The role involves collaborating with internal teams to ensure timely updates and effective communication regarding template needs and testing.

Property ManagementReal EstateReal Estate Investment

Culture & Values

Responsibilities

Serve as a liaison between internal stakeholders and the GPO Excel team to determine template needs and objectives

Capture business requirements and template bugs in team logs and drive users to complete acceptance testing promptly to avoid workflow backlogs

Communicate template status and provide testing support to clients, performing regular testing of templates when coding changes are made

Follow up and manage template project tasks, prepare and edit “How to Guides” for templates, and coordinate with external vendors for template creation when necessary

Track vendor time for accurate billing, manage the successful operation of the Production Resources website, and run quarterly Production Resources Governance Committee meetings

Other duties as assigned

Qualification

MS ExcelProject managementFinancial analysisCommunication skillsBachelor's degree

Required

Previous experience managing multiple simultaneous projects, including maintaining project tasks, coordinating work efforts of others, and meeting deadlines

Specific experience with MS Excel, including developing spreadsheets, creating macros, creating pivot tables, and performing financial commands

Preferred experience in analyzing property financial statements, preparing metrics, and performing valuations

Strong written and verbal communication skills

Bachelor's degree or equivalent

3+ years of experience in a similar position

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 fund your learning journey with generous tuition reimbursement

Pet insurance discounts

And more!

Company

Berkadia

Glassdoor4.2

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients.

Founded in 2009

New York, New York, USA

1001-5000 employees