Support daily/recurring financial operations and fund accounting tasks (reconciliations, cash review, transaction monitoring). Investigate and resolve breaks, design and own automation solutions, build Excel/VBA and Python tools, use AI to accelerate work, document processes, and partner with Product/Engineering/Compliance to improve operational controls and scalability.

Junior Accountant responsible for accounts payable and wealth accounting, handling vendor invoice processing, payment runs, bank reconciliations, fund entries, and month-end close support. Maintain controls, prepare audit-ready schedules, document processes, and support NetSuite workflow improvements while pursuing the CPA designation.

Work on FP&A for a dual-listed fintech: build and maintain financial models, forecasting, and scenario analysis; analyze performance across lending, payments, and wealth; prepare reporting for leadership; improve models, data structures, and automation leveraging AI and modern tools.