Senior FP&A Analyst - Real Estate Private Equity

Coda Search│Staffing

New York (NY)

On-site

USD 90,000 - 130,000

Full time

13 hours ago

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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