Senior Real Estate Finance & Fund Reporting Associate

Coda Search│Staffing; New Jersey; On-site; USD 90,000 - 130,000; Full time

Job summary

Real Estate Private Equity Group (NJ) is seeking a Senior Finance Associate to join our growing finance team. The role blends investor reporting, fund performance analysis, KPI tracking, and support for financial reporting.

You will work closely with senior leadership and provide dashboards, budgeting assistance, and insights across multiple funds and properties. A strong Excel skill set and real estate finance experience are essential.

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, or related field.
• 3+ years of experience in real estate finance, fund finance, FP&A, or public accounting (real estate clients).
• Advanced Excel skills; experience building and maintaining financial models.
• Experience with real estate systems (e.g., Yardi).

Responsibilities

• Prepare and maintain fund-level KPIs, dashboards, and management reporting packages.
• Support the annual budgeting and reforecasting process across funds and properties.
• Monitor and track debt covenants, DSCR, LTV, and other lender requirements.
• Support lender reporting packages and compliance deliverables.
• Prepare and review monthly and quarterly fund reporting for internal stakeholders and investors.
• Identify opportunities to streamline reporting, forecasting, and data flows.
• Help improve financial models, templates, and reporting consistency.

Skills

Advanced Excel

Financial modeling

Education

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

Tools

Yardi

Job description

Real Estate Private Equity Group (NJ) is seeking a Senior Finance Associate to join our growing finance team. The role blends investor reporting, fund performance analysis, KPI tracking, and support for financial reporting.

You will work closely with senior leadership and provide dashboards, budgeting assistance, and insights across multiple funds and properties. A strong Excel skill set and real estate finance experience are essential.