Senior Real Estate FP&A Analyst | Private Equity

Coda Search; Mundelein (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Coda Search partners with a rapidly expanding real estate private equity firm to hire a Senior Financial Analyst in Mundelein, IL. The role focuses on fund-level analysis, debt and loan covenant reporting, and performance analytics across a diversified real estate portfolio.

The analyst will collaborate with asset management and finance, with significant exposure to senior leadership, preparing monthly reports, cash-flow models, and KPI analyses.

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.

Responsibilities

• Prepare the monthly financial reporting package.
• Oversee and manage GL activity and perform variance analysis.
• 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

Analytical skills

Communication skills

Presentation skills

Education

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

Tools

ARGUS

Power BI

Job description

Coda Search partners with a rapidly expanding real estate private equity firm to hire a Senior Financial Analyst in Mundelein, IL. The role focuses on fund-level analysis, debt and loan covenant reporting, and performance analytics across a diversified real estate portfolio.

The analyst will collaborate with asset management and finance, with significant exposure to senior leadership, preparing monthly reports, cash-flow models, and KPI analyses.