• Oversee and participate in day-to-day accounting functions including accounts payable, accounts receivable, journal entries, and general ledger maintenance. • Own the month-end close process, including account reconciliations, accruals, and financial statement preparation, ensuring accuracy and compliance with accounting standards (GAAP/IFRS). • Ensure timely and accurate financial reporting to support internal decision-making and leadership oversight. • Maintain and continuously strengthen internal controls, accounting policies, and procedures in alignment with GAAP. • Serve as a key point of contact for external auditors and lead audit preparation and follow-ups. • Ensure accounting practices remain compliant with applicable regulatory and financial reporting requirements. • Evaluate current accounting processes and systems to identify and implement improvements. • Drive automation and scalability to support a growing company environment. • Collaborate with internal stakeholders including Operations, Lending, Executive teams, Asset Servicing, HR, Legal, Finance Consultants, External Auditors, and the Leadership Team to ensure financial integrity and alignment. • Provide support and oversight to junior accounting team members and contribute to their development.

• Manages and monitors large project or accounting processes within the regulatory reporting function, specifically, capital. • Provides subject matter expertise to leaders and business lines by providing guidance, interpretation, and communicating impact to business lines/accounting team. • Directs and guides capital reporting teams by reviewing financial information, reporting, and disclosures. • Ensures compliance and regulatory standards are met within the department. • Researches and analyzes new products, systems, and/or best practices within the accounting function; proposes findings to Regulatory Reporting Director. • Monitors and analyzes department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy. • Collaborates cross-functionally with all lines of businesses to facilitate and lead timely implementation and standardization of any new regulatory reporting requirements. • Advises senior management on the best practices needed to meet defined goals and objectives. • Establishes and maintains collaborative relationships with internal and external stakeholders.

• Own the monthly, quarterly, and annual close process • Lead and develop a team of 6 accounting professionals • Ensure compliance with US GAAP including ASC 606 revenue recognition and ASC 842 lease accounting • Partner with FP&A on budgeting, forecasting, and data governance framework • Own external audit relationship and manage all audit deliverables • Lead and implement AI and automation initiatives • Support CFO on covenant compliance reporting and board-level financial reporting • Drive chart of accounts rationalization and systems optimization

• Lead and oversee delivery teams, providing mentorship and guidance to accountants • Own and nurture client relationships, ensuring delivery of value-based services • Design and implement strategic solutions; this role requires both hands-on expertise and strategic planning abilities • Develop and maintain efficient systems and processes for financial operations • Contribute to company goals through proactive client management and team development • Provide strategic insights and recommendations to drive client success