What are the responsibilities and job description for the Senior Accounting/Finance Associate @ Real Estate PE position at Coda Search│Staffing?
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:
- 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)
Salary : $140,000 - $150,000