• Assist Financial Leadership in providing the vision and objectives for the accounting team • Work with Financial Leadership to implement better reporting and analysis • Identify areas for process improvement and work with appropriate Corporate and business units to design, test, and implement solutions • Supervise effectively and identify areas for process improvement to drive out excess costs of the various accounting processes • Provide training and development opportunities to the financial accounting team • Design, implement and maintain standardized accounting practices • Work closely with business units’ finance staff, Internal Audit, Corporate staff departments, external auditors, offshore resources, and other key members of the Corporate Controller’s group • Provide supervision, analysis, insight, and reconciliation of acquisitions, lease accounting, restructuring activities, impairment analysis, and other requests from senior management • Oversee the general ledger and sub-ledger production process and provide application instruction and problem-solving for both the Shared Service Center and end-user personnel in the business units • Responsible for general ledger reporting on a monthly and quarterly basis including internal and external audit requests for specified areas • Monitor and maintain general ledger metrics including the reconciliation reviews • Manage quarterly SOX compliance for areas of responsibility • Staff and develop the financial accounting team, including the development of team goals and performance measures • Assist Financial Leadership with ensuring the accuracy and adequacy of internal controls • Evaluate performance and provide feedback to the team on overall and individual performance • Effectively manage the work product of our Off-Shore group • Work with executive management to bring more analytical work from the field into the shared services organization • Support continuous improvement initiatives of the center by reviewing internal processes to identify opportunities • Help to foster acceptance of change and drive change management within the team • Support and participate in the transition of new business to the Center • Actively participate in the successful integration of acquisition operations into the Center • Assumes other responsibilities as needed or assigned by executive management

• Manage Corporate Accounting Team: Manage and develop one direct report, as well as oversee the work of external accounting consultants, ensuring high-quality output and alignment with Hometap’s standards • Technical Accounting: Identify and lead resolution of technical accounting issues through independent research or engagement of third parties, in consultation with the Controller – areas of focus include, but are not limited to, ASC 606 (Revenue from Contracts with Customers), ASC 350-40 (Internal Use Software), ASC 810 (Consolidations), and ASC 860 (Transfers and Servicing) • Internal Controls: Develop, implement, and continuously monitor the effectiveness of internal controls to ensure compliance with GAAP, counterparty agreements, and safeguard company assets – champion a culture of control-consciousness and accounting best practices across the organization • Financial Reporting: Lead the preparation and presentation of accurate and timely financial statements, including balance sheets, income statements, and cash flow statements, on a monthly, quarterly, and annual basis • General Accounting: Oversee all accounting, including receivables and payables, related to the corporate accounting function • Accounting Best Practices: Set and enforce accounting standards and best practices across corporate accounting; drive consistency, accuracy, and efficiency in all accounting processes and procedures • Process Improvement: Continuously assess and enhance accounting processes and procedures to optimize efficiency, accuracy, and data integrity • Audit Support: Lead the corporate accounting audit process and independently resolve the majority of open items, escalating to the Controller as appropriate • Team Collaboration: Collaborate closely with the broader finance team, senior management, and cross-functional departments to provide financial insights and support business decisions • Professional Development: Stay current with accounting standards, regulations, and industry best practices, and proactively share knowledge with the finance team

• Monitor and analyze key performance indicators (KPIs) related to accounting operations, identify areas for improvement, and implement corrective actions • Streamline and optimize the cash application and payment reconciliation processes to improve efficiency and accuracy • Collaborate with Engineering to identify and implement automation tools or systems to enhance accounting operations • Conduct regular training sessions for the accounting team to ensure they are updated with accounting policies, procedures, and best practices • Assist in developing and implementing internal controls and processes to mitigate financial risks and ensure compliance with regulations • Coordinate and oversee various ad hoc accounting projects, ensuring timely completion and accuracy • Collaborate with Brand Payments during brand onboarding and offboarding, ensuring smooth financial transitions and closure of outstanding payments for our partners • Perform periodic reviews to confirm clearance of uncleared checks, maintaining accurate financial records • Collaborate with the legal team to ensure compliance and proper accounting treatment for legal matters and related processes. • Oversee invoice generation and revenue reconciliation, ensuring accurate billing and financial reporting • Prepare audit letters and support files, facilitating internal and external audit processes for compliance • Supervise and manage the accounting operations team, providing guidance, training, and support to ensure the achievement of departmental goals and objectives

Oversee accounting policy functions, provide expert advice on complex transactions, support M&A activities, and ensure compliance with accounting standards while contributing to financial reporting and valuation assessments.