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: 

1. 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.
  
  
  
2. 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.
  
  
  
3. 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.
  
  
  
4. 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
  
  
  
5. 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,
  
  
  
6. 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.