Coda Search│Staffing · 2 hours ago
Expense Analyst @ Real Estate PE Firm
Coda Search is partnering with a dynamic estate investment firm that owns and operates over 400 properties and is looking to expand. They are seeking an Analyst responsible for overseeing travel and expense reimbursements, working closely with the finance and accounting teams to improve processes.
ConsultingRecruitingStaffing Agency
Responsibilities
Act as the go-to partner for employees' T&E, including all travel, expense, and corporate card matters
Independently review and validate expense reports to ensure accuracy, proper documentation, and adherence to internal controls
Manage the full lifecycle of corporate credit cards, including new issuances and adjustments
Leverage data and reporting tools to identify patterns and recommend process enhancements
Enforce and continuously refine company travel, expense, and credit card policies to support scalability and compliance
Review and approve card transactions and reimbursement requests within the travel and expense platform, ensuring proper entity mapping, GL coding, and policy alignment
Assist with new software implementations and upgrades
Own the monthly reconciliation process between the travel and expense system and the general ledger, resolving discrepancies and ensuring clean close cycles
Review and validate vendor invoices, ensuring accurate allocation across entities and funds
Support special projects and ad-hoc initiatives across GP accounting as the business continues to evolve
Qualification
Required
Bachelor's degree in Accounting or Finance
3+ years of accounting experience
Prior experience with T&E reimbursements and expense allocations
Strong Excel skills (VLOOKUP/XLOOKUP, pivot tables)
Preferred
Prior experience with Concur and Yardi would be a plus
Company
Coda Search│Staffing
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 StageRecent News
2025-08-13
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