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AVP Financial Analysis

Berkadia

Ponte Vedra Beach, Florida, United States (Florida) permanent

Posted: March 17, 2026

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Quick Summary

The AVP Financial Analysis team at Berkadia is looking for a highly skilled expert in market elements that impact Commercial Real Estate.

Job Description

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?

Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.

The AVP - Financial Analysis is an expert on market elements that impact Commercial Real Estate and performs in-depth financial analysis to evaluate Commercial Real Estate assets. This person will help the Investment Sales Advisor/s with financial analysis, research, and the preparation of market data to be used in client-facing documents and presentations

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

· Breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations

· Utilize and maintain databases tracking investment sales activity, construction pipeline, and other relevant real estate metrics

· Lead in creating the presentation of complex financial analyses to clients providing strategic advice and actionable insights

· Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients

· Actively lead the research, writing, and proofing of market intelligence for high impact marketing materials

· Establish and maintain strong working relationships with the team and clients to understand and anticipate their needs

· Effectively simplify and communicate complex ideas in writing and through advanced data visualization techniques to a diverse audience including senior management and executives

· Demonstrate a track-record of high performance within a deadline driven environment, consistently delivering outstanding results

· Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment

· Drive continuous improvement initiatives to enhance analytical processes and methodologies, ensuring best practices are followed.

· Other duties as assigned

We Stand for Excellence, so to achieve success in this role you should have:

· Expert-level analytical and financial modeling skills

· Expert-level MS Excel skills

· Must be proficient in MS Office Suite (Outlook, Word, and PowerPoint)

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

· Bachelor’s degree required; Business-related, Real Estate or Finance; Masters preferred

· Experience in client-facing activities

· Commercial Real Estate experience

· Minimum of 5 years of analyst experience

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 the Next Big Thing. Be Berkadia.

#LI-DNI

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 [email protected].

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.

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