• Daily monitoring of cash balances across all entities • Bank matching and Xero reconciliations across all entities • Payment setup: AP runs, contractor payments, affiliate payments, wire and ACH/EFT setup • Virtual credit card management, monitoring and allocating charges, and ensuring correct entity coding • Senior lender certificate preparation • Master bank reconciliation maintenance across all entities • Managing the multi-entity intercompany allocation model, including people cost, software, subcontractor, SDR, and insurance allocations • Preparing and posting journal entries across all entities: accrued liabilities, prepaid expenses, revenue reclasses, affiliate payments, and expense allocations • Revenue entries and period-end reconciliations across all business units • Stock-based compensation journal entries and SBC expense schedule maintenance • Variance analysis preparation and comment clearing for all entities monthly • Aged payables review and follow-up • Accrual reversal accuracy review and accruals breakdown • Software subscription expense analysis and FP&A close support • Quarterly GST preparation and filing for all entities • Monthly US sales tax accrual and quarterly sales tax analysis (Canada and US) • Monthly and quarterly balance sheet reconciliations • FX forward contract monitoring and fair value assessment at period end • Annual audit support, working papers and audit evidence packages for both companies • Quarterly consolidation support, consolidated trial balance and related party schedules • Certain people cost, commissions, and payment preparation and reconciliations across entities • Proactively identifying and implementing AI-assisted workflows and automations to improve the efficiency, accuracy, and scalability of Finance operations • Supporting the development and maintenance of automated workbooks and reporting tools across the Finance function • Other duties as assigned

• Own end-to-end preparation and filing of bank regulatory reports, including FFIEC Call Reports (031/041/051), and other required filings with the OCC, FDIC, and other applicable regulators. • Build and maintain the regulatory reporting framework, including reporting calendars, data sourcing workflows, reconciliation procedures, and internal controls to ensure accuracy and completeness. • Interpret and apply regulatory reporting instructions (FFIEC, OCC, FDIC, Federal Reserve) to Sezzle's unique business model, ensuring proper classification and reporting of BNPL-related assets, liabilities, income, and capital. • Monitor and implement changes to regulatory reporting requirements, including new or revised schedules, reporting thresholds, and interpretive guidance. • Collaborate cross-functionally with Accounting, FP&A, Treasury, Legal, Compliance, and Engineering to source data, resolve reporting questions, and ensure consistency between regulatory filings and GAAP financial statements. • Support regulatory examinations and audits by providing documentation, responding to examiner inquiries related to Call Report data, and remediating findings as needed. • Partner with external auditors and consultants on regulatory reporting matters, including agreed-upon procedures and attestation engagements. • Develop and maintain documentation of regulatory reporting policies, procedures, and methodologies to support SOX compliance and institutional knowledge. • Leverage technology and automation to improve the accuracy, efficiency, and scalability of the regulatory reporting process. Champion the use of AI and modern tools to streamline data aggregation, validation, and submission workflows. • Provide regulatory reporting expertise to leadership on the financial reporting implications of new products, strategic initiatives, and changes to Sezzle's banking operations.

• The Regional Financial Analyst will support the financial operations of CRS by analyzing financial data, preparing analysis reports, and direct support to the CWARO portfolio with financial analysis projects. • Performs detailed financial analysis, identifies trends and variances, conducts ad hoc analyses, and makes informed recommendations based on financial data. • Performs monthly review of actual financial performance against budget and ensures that projections and monthly reports are accurate. • Supports in compiling analysis on the overall financial health of the country programs. • Supports in the development of proposal budgets for country programs. • Supports country offices in implementing Internal/External audit corrective action plans. • Assists in special projects/analyses to resolve accounting reconciliations, complex financial practices or new grant setup within the region. • Conduct periodic support visits to the country programs. • Support the onboarding process for Finance staff across the region. • Provide training and capacity building for finance and program staff on financial management, policies, and procedures. • Contributes to Global Finance initiatives to improve financial reporting tools, job aids, and ERP finance functionality.

• Provide finance and operations support to a defined portfolio of global projects • Support project start-up, implementation, and close-out by applying established systems, procedures, and donor requirements • Monitor spending against budgets and funding ceilings; support limitation-of-funds tracking and flag potential risks • Prepare and review financial reports to support reconciliation, monitoring, and donor requirements • Support audit processes and track follow-up actions for global awards