
51 - 200 employees
Founded 2003
💳 Fintech
💸 Finance
🛍️ eCommerce
💰 Series C on 2014-12
Fintech • Finance • eCommerce
Mogo is a members-only wealth platform that focuses on intelligent investing principles rooted in value investing. It offers both private wealth management and a self-directed investing app, emphasizing a transparent membership model with no hidden fees. With a strong commitment to sustainability and social responsibility, Mogo allows its members to invest in ways that contribute to positive environmental impacts, such as reforesting efforts. The platform also harnesses AI technology to enhance investment research and analysis, empowering users to make informed investment decisions that align with their wealth-building strategies.
🔥 9 minutes ago
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51 - 200 employees
Founded 2003
💳 Fintech
💸 Finance
🛍️ eCommerce
💰 Series C on 2014-12
Fintech • Finance • eCommerce
Mogo is a members-only wealth platform that focuses on intelligent investing principles rooted in value investing. It offers both private wealth management and a self-directed investing app, emphasizing a transparent membership model with no hidden fees. With a strong commitment to sustainability and social responsibility, Mogo allows its members to invest in ways that contribute to positive environmental impacts, such as reforesting efforts. The platform also harnesses AI technology to enhance investment research and analysis, empowering users to make informed investment decisions that align with their wealth-building strategies.
• Process vendor invoices, payment runs, and EFT uploads accurately and on schedule • Maintain vendor records and banking details — apply payment controls on every transaction • Flag anomalies before processing, not after — vendor payment controls are a first-principles responsibility • Perform bank reconciliations across multiple accounts — daily and month-end • Coordinate with vendors on payment queries and discrepancies • Post fund accounting entries • Support monthly reconciliations for wealth management accounts • Support IFRS-compliant entries for fund structures under the guidance of the Finance Manager • Prepare audit-ready supporting schedules for fund and corporate audit cycles • Prepare journal entries with appropriate supporting documentation • Complete assigned close checklist items on schedule, every month • Document processes as you learn them — if it isn’t written down, it doesn’t exist • Identify inefficiencies and bring proposed solutions, not just observations • Support audit preparation — schedules, documentation, auditor queries
• BCom or BBA with an accounting major or equivalent • CPA PEP eligible — confirm academic prerequisites before applying • Motivated to complete the CPA designation — this is a condition of the role • AP or month-end close exposure from co-op or work experience (Assets) • NetSuite experience (Assets) • Exposure to fund accounting, financial services, or public company environments (Assets) • Intermediate to advanced Excel (Assets)
• Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed. • Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending Account • Stock Options - Meaningful equity participation aligned with long-term value creation and company growth • Flex Vacation - Benefit from paid time off, including vacation and personal days • Wellbeing Programs - Access counselling services, mental health support, and additional wellness resources
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