Mogo

• Preparation and review of journal entries supporting the monthly and quarterly close processes • Ownership of balance sheet reconciliations, including investigation and resolution of reconciling items • Oversight and coordination of accounts payable processes and vendor payment workflows • Support for revenue accounting processes, including reconciliation and tracking of wealth-related revenue streams • Support for financial reporting packages and supporting schedules across monthly, quarterly, and annual reporting cycles • Participation in consolidation processes across multiple entities • Accounting support across complex areas including loans, financial instruments, leases, accruals, and fund-related reconciliations • Preparation and review of operational and statutory financial statements • Preparation of audit schedules and support for external audit requests • Documentation and improvement of accounting processes and controls • Investigation and resolution of accounting discrepancies identified during close • Coordination with FP&A and operational teams to ensure accounting outputs accurately reflect business activity • Ongoing process improvement across NetSuite, reconciliations, AP workflows, and financial reporting processes

• Support migration-related work across operational systems, including data handling, transformation, validation, reconciliation, testing, and cutover support • Own automation opportunities end to end—from identifying the manual workflow to designing, building, testing, documenting, and improving the solution • Build automations that reduce manual work, improve speed and reliability, and strengthen operational control • Work across spreadsheets, flat files, APIs, internal systems, and external vendor workflows to streamline execution • Use Python, SQL, Excel / Power Query, and other practical tools to solve business problems directly • Use AI tools, copilots, and agent-based workflows as a default part of research, coding, testing, documentation, and workflow redesign • Partner with Operations, Engineering, Product, Compliance, and external vendors to move priorities forward and unblock delivery • Document workflows, logic, exceptions, and runbooks so processes become more repeatable and less dependent on tribal knowledge • Support automation and systems-improvement initiatives across both core operations and the Self-Directed business