Supports FP&A across three entities through budgeting, forecasting, consolidation, management reporting, ROI analysis, pricing and customer health analysis, and cost-saving recommendations. Partners with Technology on project capitalization, Accounting on month-end close, and leadership on financial decision support. Helps improve finance processes through AI and automation while ensuring accurate, consistent financial data and reporting.
The Finance Associate supports financial planning, reporting, and analysis to help the business make informed decisions. This role assists with budgeting, management reporting, and financial analysis while helping identify opportunities to improve business performance.
What You Will Work On
- Serve as a strategic business partner across our three entities, providing financial insights to drive cross-departmental integration, operational alignment, and consistent reporting.
- Contribute to financial reporting and analysis across three entities, helping maintain consistent reporting and alignment between departments.
- Assist leadership with analysis related to pricing, customer health, and key performance metrics.
- Collaborate with the Technology team by tracking project lifecycles and assisting with the evaluation of capitalization eligibility.
- Partner with the Accounting team on month-end close activities and help ensure financial data is accurate and complete.
- Help implement AI and automation tools to improve financial processes and team efficiency.
- Participate in the financial planning process, including annual budgeting, rolling forecasts, and financial consolidation.
- Assist with financial analysis and decision support, including ROI analysis, budget-to-actual reporting, and identifying opportunities for cost savings.
Who We Are Looking For
- 5+ years of experience in Finance/FP&A with a solid understanding of GAAP, financial statements, and advanced modeling concepts.
- Proficiency in NetSuite is strongly preferred; expert proficiency in Excel and Google Business Apps.
- A forward-thinking mindset with a demonstrated ability to leverage AI and automation to improve financial operations.
- Strong critical thinking, communication, and influence skills to drive collaboration and influence across all levels of management.
- Bachelor’s degree in Accounting or Finance; CPA, CFA, or Master’s degree is highly preferred.
- Experience in technology, software, or real estate industries is highly preferred.
What You Can Expect
- Compensation: The base salary for this position ranges from $95,300 - $116,700 annually, depending on your location, experience, and qualifications. Additional compensation offerings include company profit-sharing bonus program, communication stipends, and referral bonuses.
Inclusive benefits package offering: - Comprehensive medical, dental, and company paid vision insurance, 401(k) retirement plan with employer match, voluntary life and AD&D insurance options, voluntary supplemental insurances for accident, critical illness, and legal services, paid time off (PTO) and paid holidays, employee assistance and wellness programs, company paid short term disability coverage, company contributions to health saving funds (with participation in the high deductible health plan. We offer company paid access to Galileo for virtual primary care and Rula for virtual mental health resources.
- Through our Anniversary Program, we celebrate the meaningful milestones and long tenure that reflect how much we value your contributions and commitment to our team.
- Career and skill development resources to help advance your career and personal growth.
- A mission-driven environment where your work makes a measurable impact on the real estate industry.
- Wherever it Leads, Whatever it Takes® - No matter how remote, complex, or unexpected. Our commitment never wavers.
- Hire NICE people - Skills can be taught but character shines through. We seek those who bring integrity, kindness, and grit.
- Lift others up - We lead with empathy and strive to improve the lives of those around us.
- Sweat the details - Excellence lives in the little things. Getting it just so is how we make a big impact.
- Raise the bar - We don’t settle for industry standards, we redefine them.
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