• Manage and account for SimpleTax, Wealthsimple Mortgages, and Wealthsimple Cash products. • Prepare and analyze monthly financial reports, including product analysis and month-over-month variance analysis • Play a key role in building and implementing new accounting processes for new product launches • Prepare monthly accruals and account reconciliations to ensure accurate and complete financial statements • Support the month-end close process • Assist in developing and documenting new accounting policies and procedures • Build and maintain relationships with Operations and Data teams to ensure seamless communication and accurate reporting

• Lead the monthly, quarterly, and annual global consolidation processes for all entities. • Ensure proper elimination of intercompany accounts in consolidated financial statements. • Manage the financial close process to ensure timely and accurate reporting. • Review and analyze financial results to ensure accuracy and completeness. • Coordinate with regional finance teams to gather and validate financial data, ensuring consistency and compliance with corporate, local, international and regulatory policies and standards. • Oversee consolidation system integrity, including chart of accounts, entity hierarchies, and reporting structures. • Oversee foreign currency translation and remeasurement processes for global subsidiaries, ensuring accurate consolidation of financial statements and compliance with applicable accounting standards (e.g., ASC 830).

• Oversee accounting staff responsible for KoBold's international entities, including their day-to-day work, priorities, and professional development • Review full-cycle accounting for multiple foreign subsidiaries across multiple jurisdictions, including journal entries, account reconciliations, and month-end close deliverables prepared by accounting staff. This will include being responsible for the full-cycle accounting from a subset of subsidiaries in the beginning to learn the processes and systems • Help establish and maintain accounting infrastructure for new jurisdictions, including local reporting processes, banking and operating account setup, and integration with corporate systems • Review statutory reporting and ensure compliance with local accounting rules in multiple jurisdictions • Prepare quarterly consolidated variance analysis • Review reporting to joint venture partners and ensure accurate reporting of joint venture expenditures in alignment with JV agreements • Oversee support to field exploration teams, including project and budget reports and analysis of fieldwork expenses • Oversee the accounts payable workflow and vendor compliance for multiple entities • Support transfer pricing by reviewing corporate allocations and by providing data and documentation to the team preparing transfer pricing analyses • Support tax compliance by overseeing information flow and documentation for global tax filings, indirect tax filings, annual corporate reporting, and other reporting requirements in multiple countries • Identify areas where accounting and operational processes could be automated, propose solutions (including AI agents and integrations across accounting software platforms), and help implement those solutions to streamline processes and create efficiencies • Oversee information flow and documentation for statutory and other audits • Handle sensitive information in a confidential manner • Provide support for miscellaneous projects in accounting and operations

• Providing expert advice on complex accounting issues (e.g., revenue recognition, leasing, financial instruments) and document conclusions in technical memos. • Developing and maintaining global accounting policies, ensuring consistency across the organisation and compliance with updated standards (IFRS). • Leading projects for the adoption of new accounting standards. • Partnering with commercial and product teams to evaluate the accounting implications of new products, lending propositions, and complex transactions prior to launch. • Managing the intake of technical queries, strategically triaging and delegating project components to utilise existing and develop the technical skills within the wider finance team. • Establishing, coordinating, and chairing an internal technical accounting forum to debate, align, and secure sign-off on areas of accounting estimates and judgments, as well as new policy/standards. • Acting as the dedicated technical accounting partner to the business, translating complex technical standards into actionable business advice. • Leading the technical dialogue with external auditors, authoring robust accounting papers to justify and defend the Monzo’s reported positions. • Building and maintaining effective working relationships with internal stakeholders, external auditors and advisors.