• Own the monthly close calendar for ANZ OpCos, driving on-time, accurate financial submissions into Pine’s consolidation reporting package • Review OpCo trial balances, flux analyses, and income statements prior to submission to the US team, serving as the regional quality gate • Identify and resolve reporting discrepancies, classification issues, and cut-off errors at the source, before escalation • Prepare and maintain AUD-to-USD foreign currency translation workpapers in compliance with ASC 830 / AASB 121 • Serve as the primary regional coordinator for both US GAAP consolidation audits and Australian statutory audits, managing requests, timelines, and PBC deliverables across ANZ entities • Liaise with external auditors (local and US-based) on behalf of ANZ OpCos, ensuring fieldwork proceeds efficiently and findings are addressed promptly • Maintain audit-ready workpapers and supporting schedules year-round, not just during audit season • Coordinate ANZ tax compliance workflows, including GST/BAS lodgements, income tax returns, and payroll tax obligations, in partnership with Pine’s external tax advisors and the US finance team • Monitor entity-level statutory filing deadlines across Australia and New Zealand and ensure timely completion • Act as the primary accounting point of contact for ANZ OpCo finance leads, providing guidance on technical accounting questions, policy application, and reporting requirements • Identify control gaps or process inconsistencies at the OpCo level and work collaboratively to implement improvements • Support new OpCo onboarding and integration into Pine’s reporting infrastructure, including chart of accounts mapping and ERP alignment • Deliver clean, well-documented monthly reporting packages to the Group Controller, flagging material variances, open items, and risks proactively • Participate in consolidation close calls and contribute to management reporting • Support US-side diligence, purchase accounting, and integration workstreams for ANZ acquisitions as needed

• Maintain consistent operations of Premium Accounting department. • Initiate improvements to Premium Accounting policies, controls, and procedures • Provide support and project work to the Premium Accounting Director and upper management as needed. • Lead Premium Accounting functions in resolving issues and maintaining customer service standards. • Offer guidance on both underwriting and insurance accounting related matters to brokerage and processing departments. • Reacts quickly with limited information to make informed decisions on accounting or company matters. • Ability to apply comprehensive insurance knowledge and detailed analysis to resolve both underwriting and accounting operational issues. • Speaks confidently to provide department leadership decisions. • Supervise conversions and bridge testing for new acquisitions including accounting transition responsibilities. • Manage and review department system automation endeavors included but not limited to AIM, ImageRight, CARL, and Concept One • Support and train Accounting Team Supervisors • Review and mitigate any advance or write off request to reduce the company’s financial exposure. • Collaborate with front office producers and back-office department directors for situational resolution. • Perform special projects and other relevant duties as assigned.

• Reconcile client’s bank accounts. • Reconcile client’s suspense accounts and provide supporting inventory. • Oversee day to day inbound and outbound cash transactions for life and annuity products. • Perform day-to-day suspense and bank matching • Adhere to standard operation control for audits. • Troubleshoot, assist, resolve issues and recommend process improvements. • Journalize adjustments or approved miscellaneous correction • Adhere to appropriate handling of sensitive information. • Develop procedures and controls to adhere to standard operation audits • Maintain client’s standard level agreement • Prepare Unclaimed property reporting • Ensure Unclaimed property adheres to client’s requirements • Support Tax Reconciliation and remittances to Federal and State agencies.

• Maintain precise financial records, including ledgers and accounts payable/receivable. • Process payroll efficiently, handling taxes and deductions accurately. • Reconcile bank statements and other financial transactions meticulously. • Provide insightful financial information and recommendations to management. • Develop accounting processes, controls, and lead a team of accounting specialists effectively.