- Rebuild product accounting from the ground up — Evaluate every process supporting loans, credit cards, and cash advances. Identify what's broken or unscalable and rebuild it using industry best practices, so that when something goes wrong, troubleshooting takes minutes, not days.
- Own end-to-end close — Lead monthly and quarterly close across product accounting, ensuring timely and accurate reporting. Drive balance sheet reconciliations, journal entries, revenue, accruals, and cash activity across all core product lines.
- Partner with Engineering, Data Infrastructure, and BI — Ensure proper accounting treatment is designed into new products from day one — not patched in after the fact. This requires genuine subject matter expertise, not just coordination.
- Strategize across functions — Work directly with FP&A, Capital Markets, and senior leadership to identify cross-functional workstreams and proactively flag gaps, risks, and opportunities before they become blockers.
- Build for audit readiness — Establish the documentation, audit trails, and process controls that reflect where the company is headed. You’ll be the person who ensures the books are ready before the auditors arrive.
- Own accounting for complex fintech products — Lead accounting treatment for loan originations, servicing, interest income, charge-offs, and credit card and cash advance operations.
- Support audit and regulatory requirements — Prepare workpapers, documentation, and reconciliations that meet the rigor of annual audits and regulatory exams.
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