At Berkadia we are redefining the industry with long-term investments in people and technology that deliver actionable insights and create the best customer experience. To know more about Berkadia, please visit our website


The Innovation Analyst – Financial Modeling is an individual who supports Innovation and the Excel Team by creating, developing, maintaining, and improving and testing templates used within various mortgage banking, investment sales, and underwriting teams.


  • Help maintain and Test Excel templates for Berkadia Business Lines
  • Work primarily in Excel testing processes and procedures
  • Collaborate with the Excel liaison and business stakeholders to ensure stakeholder requirements are met and exceeded
  • Understand, consolidate and analyze data from spreadsheets
  • Develop macros in VBA (Visual Basic Applications)
  • Prepare test scripts and run the tests prior to template release on the Production Resources website
  • Prepare training documents for launching the templates and conduct trainings
  • Conduct trainings on basics of Excel for new hires
  • Resolve template or excel related queries from analysts
  • Identify process improvement opportunities and develop solutions to remedy inefficiencies within templates
  • Work on special projects as assigned by managers
  • Perform other duties and tasks as assigned by managers


  • Bachelor’s degree in any field required
  • Fluency in English – Good communication skills, both written and verbal
  • Comprehend legal language
  • Knowledge of Commercial Real Estate industry preferred
  • Knowledge of MS PowerBI is preferred
  • Ability to understand key performance indicators and measurements impacting work products
  • Display growth mindset with an openness to upskill
  • Willingness and ability to learn technology tools and drive usage and adoption of tools within teams
  • Ability to work in a dynamic work environment
  • Ability to maintain confidentiality and adhere to organizational policies and procedures

About Berkadia:

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is an industry leading commercial real estate company providing comprehensive capital solutions and investment sales advisory and research services for multifamily and commercial properties. Berkadia is amongst the largest, highest rated and most respected primary, master and special servicers in the industry.

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability or any other status protected under the law.

Our people are our greatest strength and make Berkadia a great place to work, creating an environment of trust, mutual respect, innovation and collaboration. Our culture is driven by our core values:

To know more about Berkadia, please visit our website

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