PLACE is an end-to-end technology and business services platform designed to simplify the real estate lifecycle for both consumers and their real estate agents. Top producing real estate teams partner with PLACE because we take care of bookkeeping, human resources, in-house legal, design and marketing, talent acquisition, business training and coaching. Consumers choose real estate teams Powered by PLACE because our partners are positioned to deliver a better experience to their valued clients.
Your Opportunity:
You have the opportunity to help manage the financial health of PLACE’s growing consumer services business, currently consisting of mortgage, title, and escrow businesses. You’ll work directly with the founders and leaders within these business units who are passionate about partnering with real estate sales professionals to transform the consumer homebuying experience. Continue to evolve your financial planning, analysis, and reporting prowess so that as we grow, your opportunity grows too. Benefits include 401K, employee stock programs, health insurance, flexible PTO. If you want your work and passion to make an impact, we are your PLACE.
Who Develops You: PLACE Chief Financial Officer
What You’re Great at:
Your passion comes from learning about various businesses and applying your finance and accounting skills. You have a solid understanding of GAAP accounting principles, profit levers in a mortgage banking business, financial systems, and data analysis; and enjoy financial planning, analysis, and reporting. You bring a forward-thinking, resourceful, self-starter mentality to the position and you’re pushing new conversations by analyzing company performance, creating reports & graphs that illustrate risks and opportunities, and you’re an excellent collaborator and communicator. You have pride in your work product and have an ability to work with multiple executives and stakeholders.
What You’ll Do:
- Financial Reporting and Analysis
- Prepare monthly, quarterly, and annual financial statements, not only for the primary operating entities but also for branch level partners who are key constituents and primary sources of originations (real estate teams).
- Analyze financial data and create reports to identify trends, variances, and areas for improvement
- Lead budget preparation and financial forecasting.
- Accounting and Reconciliation
- Responsible for the general ledger accounting processes, including journal entries, account reconciliations, and month-end close procedures.
- Ensure accuracy and compliance with accounting standards and company policies.
- Maintain accurate records of assets, liabilities, revenue, and expenses.
- Cost Reduction and Profit Improvement
- Assist in identifying and pursuing expense reduction initiatives.
- Demonstrate a strong knowledge of the profit levers in mortgage banking, title agency, and title insurance businesses including pricing, product mix, capital markets, productivity and more. Collaborate with managers at all levels to realize profit enhancement opportunities.
- Audit and Compliance
- Own internal and external audit processes by preparing documentation and responding to audit inquiries.
- Ensure compliance with regulatory requirements and internal controls.
- Track and maintain compliance with lender covenant reporting
- Manage multiple required audits from loan purchasers as well as regulatory agencies, responding accurately and professionally to investors in our mortgage loans as well as multiple state agencies
- Financial Systems and Process Improvement
- Maintain and improve financial systems and processes.
- Identify opportunities for process efficiencies and support the sourcing and implementation of new systems or tools,
- Ad Hoc Projects and Analysis
- Perform special projects and analysis as directed by senior management.
- Collaborate with other departments to provide financial insights and support business decisions.
Skills You Have:
- Bachelor’s degree in Accounting, Finance, or a related field.
- CPA with 7+ years of experience in accounting, finance, or a related field (internship experience may be considered).
- Mortgage industry experience required, title experience preferred.
- 3+ years of public accounting experience with middle market companies
- Strong understanding of accounting principles and financial analysis.
- Proficiency in Microsoft Excel and familiarity with accounting software (e.g., Netsuite, QuickBooks, others).
- Excellent analytical, organizational, and problem-solving skills.
- Strong attention to detail and accuracy.
- Experience with financial reporting and budgeting.
- Knowledge of GAAP and other relevant regulations.
- Medical
- Health Savings Account
- Dental
- Vision
- Short Term Disability
- Accidental and Illness Insurance
- Life Insurance
- Vacation Time as Needed
- 10 Sick Day
- 9 paid holidays and 2 paid floating holidays
- 3 days of Bereavement Leave
- Time off for Voting and Jury Duty
- Employee Assistance Program
Top Skills
What We Do
PLACE is an end-to-end real estate technology platform that partners exclusively with top real estate teams and brokerages in more than 70 locations across the United States and Canada.
When you join PLACE, you are joining a winning team recently recognized by RealTrends on the Wall Street Journal's “The Thousand” list as #1 in its category.
We set out reimagining what the real estate industry could and should look like. Then we set out to reinvent the real estate model as we know it.
We created a PLACE that provides proprietary technology and business services including accounting, bookkeeping, human resources, in-house legal, design and marketing, videography, talent acquisition, agent attraction, business training and coaching, and perhaps most surprising, an incredible Agent Opportunity Model with staff and agent benefits unlike anything else in the industry.
