Senior Fund Accountant/Financial Analyst @ Real Estate PE Firm jobs in United States
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Coda Search│Staffing · 2 days ago

Senior Fund Accountant/Financial Analyst @ Real Estate PE Firm

Coda Search is partnering with a rapidly expanding real estate private equity firm, and they are seeking to hire a Senior Financial Analyst to support fund-level analysis and performance analytics. This role involves working with asset management and finance while collaborating with senior leadership.

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Responsibilities

Perform fund-level financial analysis across multiple real estate funds, including cash flow modeling, and variance
Assist with preparing the monthly financial reporting package
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

Qualification

Financial AnalysisReal Estate Private EquityAdvanced ExcelARGUSPower BIAnalytical SkillsCommunication SkillsPresentation Skills

Required

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
Detail-oriented with strong analytical, communication, and presentation skills

Preferred

Experience with ARGUS, Power BI, or similar tools

Company

Coda Search│Staffing

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At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.

Funding

Current Stage
Growth Stage

Leadership Team

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Linh Nguyen
Chief Operating Officer
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Company data provided by crunchbase