Financial Analyst, Consumer Services Business Partner

PLACE Corporate Careers•Bellingham, WA

3h•$75,000 - $100,000

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. Your Opportunity: PLACE is looking to hire a Financial Analyst to join our rapidly growing FP&A team! Our FP&A team equips our stakeholders with timely financial results, scenario analyses, and board‑ready insights to navigate growth with discipline. What You're Great At: Communicating complex financial concepts clearly to non-finance stakeholders. Turning raw data into actionable, insightful reports and presentations for senior leadership Streamlining financial processes and automating reports to improve productivity You have an impeccable eye for detail, ensuring high-level accuracy in financial reporting and reconciliations

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
2-4 years of progressive experience in financial planning and analysis (FP&A), corporate finance, or public accounting.
Proven ability to serve as a financial business partner, translating financial data into actionable business insights.
Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas) and experience with financial modeling & forecasting
Solid understanding of GAAP and financial statements.
Excellent communication (written and verbal) and presentation skills, with the ability to interact effectively with all levels of the organization.
Strong organizational skills and meticulous attention to detail, with the ability to manage multiple priorities and meet tight deadlines.

Nice To Haves

Experience with business systems (e.g., PowerBI, Coupa, NetSuite) is a plus.

Responsibilities

Act as the primary finance liaison and strategic partner to the leadership team of the Consumer Services business pillar.
Provide ongoing financial guidance, scenario modeling, and analytical support for key business initiatives, investments, and operational decisions.
Develop and monitor key performance indicators (KPIs) relevant to the Consumer Services pillar, highlighting trends, risks, and opportunities.
Assist in the annual budgeting and quarterly forecasting processes for the Consumer Services pillar, ensuring alignment with overall company financial goals.
Prepare and analyze financial reports, focusing on the performance of the Consumer Services pillar
Build and maintain a forecast for a core consumer business, focusing on spend management and vendor consolidation with key business leaders
Create compelling and accurate ad hoc financial analysis and deep dives as requested by business leaders and executive management to address specific strategic questions or operational challenges.
Support the preparation of materials for investor relations, including compiling relevant financial data and narratives for the consolidated business
Assist in the preparation of executive and Board of Directors reporting packages, ensuring the company’s financial performance is clearly and accurately presented.
Assist the broader Finance team with month-end close procedures, including ensuring accurate accruals and classification of Consumer Services expenses.
Drive continuous improvement in financial processes, reporting methodologies, and data integrity within the scope of the Consumer Services partnership.
Ensure compliance with internal controls and company financial policies.