Senior Finance Associate @ Real Estate PE
Coda Search│Staffing, New York, New York, us, 10261
Coda Search is partnering with a leading real estate private equity group based in NYC. The firm is rapidly growing and operate 500+ properties across 8 major markets. They recently just launched its 4th fund with big plans for 2026.
The team is seeking to hire a Senior Finance Associate who will have blended responsibilities across investor reporting, fund performance, KPI analysis and assisting with financial reporting. This is a highly visible role which will work closely with senior leadership and the wider finance team.
Key Responsibilities
Perform monthly and quarterly variance analysis across actuals vs. budget/forecast at the fund level Prepare and maintain fund-level KPIs, dashboards, and management reporting packages Support the annual budgeting and reforecasting process across funds and properties Monitor and track debt covenants, DSCR, LTV, and other lender requirements Support lender reporting packages and compliance deliverables Prepare and review monthly and quarterly fund reporting for internal stakeholders and investors Identify opportunities to streamline reporting, forecasting, and data flows Help improve financial models, templates, and reporting consistency Qualifications
Bachelor’s degree in Finance, Accounting, Real Estate, or related field 3+ years of experience in real estate finance, fund finance, FP&A, or public accounting (real estate clients) Advanced Excel skills; experience building and maintaining financial models Experience with real estate systems (e.g., Yardi)
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Perform monthly and quarterly variance analysis across actuals vs. budget/forecast at the fund level Prepare and maintain fund-level KPIs, dashboards, and management reporting packages Support the annual budgeting and reforecasting process across funds and properties Monitor and track debt covenants, DSCR, LTV, and other lender requirements Support lender reporting packages and compliance deliverables Prepare and review monthly and quarterly fund reporting for internal stakeholders and investors Identify opportunities to streamline reporting, forecasting, and data flows Help improve financial models, templates, and reporting consistency Qualifications
Bachelor’s degree in Finance, Accounting, Real Estate, or related field 3+ years of experience in real estate finance, fund finance, FP&A, or public accounting (real estate clients) Advanced Excel skills; experience building and maintaining financial models Experience with real estate systems (e.g., Yardi)
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