Director, SEC Reporting

United Statesexecutive

OtherDirector

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Quick Summary

Overview

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance.

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OtherDirector

Employee Applicant Privacy Notice

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

Responsibilities

~1 min read

→Lead the preparation and filing of all quarterly (10-Q) and annual (10-K) reports and assist in the preparation and review of 8-Ks and other SEC filings as needed
→Coordinate with the Legal and Investor Relations departments on preparation of of SEC Filings including 8-K and Proxy Statements
→Drive the review and continuous improvement of disclosures - leveraging automation/AI - to ensure clarity, accuracy, and compliance with SEC requirements and evolving guidance
→Manage audit requests with auditors during reviews and audits
→Collaborate with the business and various departments across finance to ensure appropriate accounting and reporting treatment for complex transactions and new and evolving products
→Perform technical accounting research and documentation on specific accounting issues
→Communicate and explain accounting issues and evolving accounting guidance to senior management
→Develop and deliver relevant training to the business and controllership
→Monitor, evaluate and implement new accounting standards released by the SEC and FASB, as well as other regulatory rules.
→Build, mentor, and lead a high-performing team while remaining hands-on in critical areas, especially during reporting cycles
→Participate in or lead special projects and ad-hoc reporting as needed

Bachelor’s degree or equivalent experience in a related field
Certified Public Accountant (CPA) or equivalent
10+ years of relevant accounting/financial reporting experience in public accounting and publicly traded companies
5+ year experience within SEC reporting at a listed SEC registrant
Deep understanding of US GAAP, SEC regulation and related experience with technical accounting research and application
Experience in financial services and/or technology industries
High initiative and a self-starter who operates with a sense of urgency, has a founder’s mentality, and is highly process-driven and detail-oriented
Ability to handle reporting and project work in a fast-paced environment, while paying specific attention to detail
Experience with SEC reporting software (Workiva)
Strong oral and written communication skills and the ability to influence
Ability to tailor communication and key messages to the audience

Nice to Have

~2 min read

Master of Accounting
Experience in accounting policy and/or regulatory reporting
Experience with Workday ERP

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!