Controller for Consumer Services
PLACE - Bellingham, WA
posted 1 day ago
About the position
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. 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.
Responsibilities
- Prepare monthly, quarterly, and annual financial statements for primary operating entities and branch level partners.
- Analyze financial data and create reports to identify trends, variances, and areas for improvement.
- Lead budget preparation and financial forecasting.
- Responsible for 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.
- Assist in identifying and pursuing expense reduction initiatives.
- Demonstrate knowledge of profit levers in mortgage banking, title agency, and title insurance businesses.
- 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 and regulatory agencies.
- Maintain and improve financial systems and processes.
- Identify opportunities for process efficiencies and support the sourcing and implementation of new systems or tools.
- Perform special projects and analysis as directed by senior management.
- Collaborate with other departments to provide financial insights and support business decisions.
Requirements
- 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.
Benefits
- 401K
- employee stock programs
- health insurance
- flexible PTO
- Medical
- Health Savings Account
- Dental
- Vision
- Short Term Disability
- Accidental and Illness Insurance
- Life Insurance
- Long Term Disability Insurance
- Vacation Time as Needed
- 10 Sick Days
- 9 paid holidays and 2 paid floating holidays
- 3 days of Bereavement Leave
- Time off for Voting and Jury Duty
- Employee Assistance Program
- yearly Stock Purchase Program
