Berkadia Main Careers Site -

Financial Statements Analyst at Berkadia Main Careers Site

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Updated: September 22, 2017


Position Summary

The Financial Statement Analyst is responsible for supporting processes that ensure all servicing requirements pertaining to the Financial Statement analysis are met.  This position’s responsibilities include acting as liaison for investors on various portfolios and ensuring process workflows are adhered to.  The Financial Statement Analyst plays an integral role in ensuring the quality of analysis is maintained through periodic review of work completed by the team. 


Essential Duties (Primary Responsibilities) include the following:


  • Perform financial analyses and rent roll reviews for assigned portfolios in accordance with CMSA guidelines, Agency requirements and internal policies and procedures

  • Research and comment on period to period variances, contact borrowers for additional information and interact with other areas of servicing to ensure complete and accurate analyses are reported

  • Ensure trigger events and other loan covenants are addressed upon completion of financial analysis

  • Perform quality control reviews of financial analyses and trigger analyses

  • Work in conjunction with the Client Relations group to represent the Company to investors, trustees, rating agencies and borrowers, etc. with respect to property financial statement matters

  • Ensure all systems are updated with the results of the financial statement analysis; these systems include, but are not limited to Asset Surveillance, InvestorQuery, CAG Workbench and Freddie Mac PRS system

  • Handle client requests relating to assigned portfolio(s) in an accurate and expedient manner

  • Monitor compliance for Financial Statement collection, analysis, and distribution and follow up with external parties


  • Bachelor’s degree or equivalent
  • Proficient in Microsoft Excel
  • Two to four years prior experience in a similar position
  • Must be able to perform each essential duties satisfactorily