• Master the application of advanced Excel functions such as Pivot Tables, Macros, and advanced formulas for detailed financial analysis and modeling • Develop and manage financial projections using both top-down and bottom-up approaches • Conduct financial analyses including MRR, LTV, CAC calculations, and basic cohort analysis • Prepare comprehensive financial statements such as P&L, Balance Sheets, and Cash Flow Statements • Support monthly, quarterly, and annual financial closing processes for clients, ensuring accuracy and compliance • Collaborate on financial planning and analysis tasks including budgeting and forecasting • Communicate effectively with clients and team members to manage financial data and project statuses across multiple platforms (Slack, Clickup, etc)

• Own the monthly, quarterly, and annual close process end-to-end, including review of journal entries and accruals • Maintain and enforce the close calendar • Prepare financial statements in accordance with IFRS, including notes and supporting schedules • Serve as the embedded finance leader for the Mortgage Business Unit • Own the financial narrative for the BU • Prepare monthly BU performance reporting for the CEO, Board, and Investors • Own the annual budget and quarterly forecast processes for the Mortgage BU • Build and maintain dynamic financial models that support scenario planning and executive decision-making • Lead, mentor, and develop a team of financial analysts

• Engage with concepts for new digital features • Provide thoughtful feedback on proposed ideas • Share your professional perspective during a guided activity • Contribute to the improvement of future financial service offerings

• Support the Senior Divisional Finance Director and relevant stakeholders for budgeting and decision making • Provide leadership in leveraging AI initiatives for business-wide process optimization • Ensure that team delivers the highest standard of teamwork and support within the BUs, functions and departments • Develop finance and accounting team goals that are fully aligned with the Division and Group goals • Develop a strong business and financial control environment • Manage the financial reporting process ensure maximum team’s productivity • Ensure a robust financial management reporting tool, process and reports are in place • Conduct in-depth performance / root-cause analysis on actuals to provide clear insights