Senior Financial Analyst - FP&A

Are you looking for an opportunity to define your future in the commercial real estate industry based on your own unique skills and experience?

Whether your talents lie in marketing, operations, finance, human resources, management, or something different altogether, you’ll find flexibility and a sense of belonging at Berkadia. We’re committed to a culture that strives for excellence – a place where your contributions are valued, you are empowered to create positive impact, and you can grow your career. Be Your Best Self. Be Berkadia. 

The Senior Financial Analyst at Berkadia plays an integral role in financial planning and reporting initiatives for the Servicing organization, while also gaining comprehensive exposure across all business segments. This position involves close collaboration with senior executives and team leaders to effectively translate business strategies into measurable financial metrics and monitor the outcomes. The goal of this position is to enhance financial transparency and effectiveness by ensuring that strategic planning is accurately reflected in financial performance and reporting, thereby supporting the overall success of Berkadia.

We Innovate to shape the future of CRE, so in this role you will:

• Support month-end close and ensure timely, accurate financial reporting.
• Lead monthly forecasting and contribute to annual budgeting efforts.
• Analyze financial variances and identify performance improvement opportunities.
• Develop financial models and presentations to inform strategic decisions.
• Collaborate with senior leaders to deliver financial insights and support planning initiatives.
• Execute special projects and other duties as assigned to advance financial operations.

We are passionate about your growth, so to achieve success in this role you should have: 

• Extensive experience in financial planning, analysis, and reporting, with a background in mortgage servicing and related financial sectors.
• Advanced proficiency in Power BI, including DAX, Power Query, and data modeling, to create impactful dashboards and visualizations that drive strategic decision-making.
• Skilled in financial modeling and data analysis using Excel, complemented by expertise with Workday and Adaptive Planning.
• Strong communicator with the ability to present complex financial insights clearly and collaborate effectively across teams while managing multiple priorities.
• Highly detail-oriented and self-motivated, with a commitment to accuracy and the ability to work independently with minimal supervision.
• Bachelor's degree or equivalent.
• 3+ years of experience in a similar position.

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 Your Best Self. Be Berkadia. 

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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 talentacquisition@berkadia.com.

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.