coda searchstaffingNew York, NY
Accountant & FP&A (Real Estate Private Equity)
Accountant & FP&A (Real Estate Private Equity)
Accountant & FP&A (Real Estate Private Equity)
coda searchstaffingNew York, NY
3 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOffices of Real Estate Agents and Brokers
Apply for this role →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 KPIsSupport 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
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Accountants and Auditors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago