What are the responsibilities and job description for the Accountant @ Real Estate PE Firm position at Coda Search│Staffing?
Coda Search is partnering with a dynamic estate investment firm with offices located in New York, NY. This is a dynamic firm that owns and operates over 400 properties and is looking to aggressively expand its properties in 2026. The team is looking to expand headcount and bring on an Accountant who will be responsible for overseeing T&E reimbursement and expenses across the firm. The role will work closely with the finance and accounting team and be critical in improving processes across the group.
This is a high-visibility role within a collaborative, fast-moving finance team that will have lots of opportunities to work on several special projects across the group.
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
Qualifications:
- 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)
- Prior experience with Concur and Yardi would be a plus
Salary : $80,000 - $90,000