Accountant & FP&A (Real Estate Private Equity)

Coda Search│Staffing; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Coda Search is partnering with a rapidly expanding real estate private equity firm with offices located in Jersey City. The team is seeking to hire a Senior Financial Analyst to support fund-level analysis, debt and loan covenant reporting, and performance analytics across a diversified real estate portfolio.

This role partners with asset management and finance, with significant exposure to senior leadership.

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, or related field.
• 3+ years in real estate private equity, real estate, asset management, or investment management.
• Advanced Excel skills; experience with ARGUS, Power BI, or similar tools.
• Detail-oriented with strong analytical, communication, and presentation skills.

Responsibilities

• Assist with preparing the monthly financial reporting package
• Oversee and manage GL activity and perform variance analyiss
• Perform fund-level financial analysis across multiple real estate funds, including cash flow modeling, and variance
• Prepare and maintain loan covenant reporting, including compliance tracking, lender analysis, borrowing base calculations
• Develop and analyze portfolio and asset-level KPIs
• Support quarterly and annual budgeting and forecasting processes at the fund and asset level
• Partner with Asset Management and Accounting to analyze operating performance and identify trends, risks, and value-creation opportunities
• Assist with investor and management reporting, including dashboards, ad-hoc analyses, and presentation materials

Skills

Advanced Excel

ARGUS

Power BI

Analytical skills

Communication skills

Education

Bachelor's degree in Finance/Accounting/Real Estate or related field

Tools

ARGUS

Power BI

Job description

Coda Search is partnering with a rapidly expanding real estate private equity firm with offices located in Jersey City. The team is seeking to hire a Senior Financial Analyst to support fund-level analysis, debt and loan covenant reporting, and performance analytics across a diversified real estate portfolio. This role partners with asset management and finance, with significant exposure to senior leadership.

Key Responsibilities

• Assist with preparing the monthly financial reporting package


• Oversee and manage GL activity and perform variance analyiss


• Perform fund-level financial analysis across multiple real estate funds, including cash flow modeling, and variance


• Prepare and maintain loan covenant reporting, including compliance tracking, lender analysis, borrowing base calculations,


• Develop and analyze portfolio and asset-level KPIs


• Support quarterly and annual budgeting and forecasting processes at the fund and asset level


• Partner with Asset Management and Accounting to analyze operating performance and identify trends, risks, and value-creation opportunities


• Assist with investor and management reporting, including dashboards, ad-hoc analyses, and presentation materials

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, or related field


• 3+ years of experience in real estate private equity, real estate, asset management, or investment management


• Advanced Excel skills; experience with ARGUS, Power BI, or similar tools is a plus


• Detail-oriented with strong analytical, communication, and presentation skills