Accountant & FP&A (Real Estate Private Equity) Job at Coda Search│Staffing, Mundelein, IL

  • Coda Search│Staffing
  • Mundelein, IL

Job Description

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.

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Key Responsibilities

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

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