Accountant & FP&A (Real Estate Private Equity)

Company:  Coda SearchStaffing
Location: Mundelein
Closing Date: 22/11/2026
Hours: Full Time
Type: Permanent

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.


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 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


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
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