Plaid
SEC Reporting Manager
Remote United States
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About the role
- The Financial Reporting and Technical Accounting team is responsible for delivering accurate, timely, and transparent financial reporting, and for providing technical accounting guidance over complex transactions.
Responsibilities
- Lead close-to-reporting processes, ensuring financial statements and supporting schedules reconcile to source records, variances are understood and documented, and reporting processes are accurate and repeatable.
- Support XBRL tagging and regulatory reporting requirements.
- Partner with Accounting, FP&A, Tax, Legal, and Investor Relations to align reporting inputs, resolve issues, and improve end-to-end reporting processes and data flows.
- Identify and implement process, system, and AI-enabled improvements that increase reporting accuracy, efficiency, and scalability.
- We drive operational excellence, enable financial transparency, and support Plaid's growth through accurate reporting, strong controls, and scalable, AI-enabled processes.
- This role will have operational responsibilities, partnering cross-functionally to implement scalable processes and support accurate and timely accounting and reporting.
- This role will also support complex accounting areas and perform technical accounting research to ensure compliance with U.S. GAAP.
Requirements
- Minimum of 7 years accounting experience, including 2+ years at a big 4 audit firm and progressive experience in SEC reporting at a public company.
- Strong knowledge of U.S. GAAP, SEC reporting requirements, and internal control frameworks.
- Demonstrated ability to research and resolve complex technical accounting issues.
- Proven track record of driving change, improving processes, implementing systems, and scaling operations.
- Exceptional attention to detail and commitment to quality and accuracy.
- Strong project management, organizational, and problem-solving skills, with the ability to thrive in a fast-paced environment and manage competing priorities.
- Comfortable operating in fast-paced, ambiguous environments with a growth mindset.
- Exceptional written and verbal communication skills, able to collaborate with both technical and non-technical stakeholders.
Nice to have
- Experience supporting an S-1 filing and transition to public company reporting
- Familiarity with public readiness or S-1 preparation.
- Proactive mindset with a track record of driving thoughtful improvements using AI
- NetSuite experience.
- We recognize that strong qualifications can come from both prior work experiences and lived experiences.
- We encourage you to apply to a role even if your experience doesn't fully match the job description.
- Plaid is proud to be an equal opportunity employer and values diversity at our company.
- We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.
Skills
- Plaid powers the tools millions of people rely on to live a healthier financial life.
- Plaid's network covers 12,000 financial institutions across the US, Canada, UK and Europe.
Compensation
- Own the preparation of quarterly and annual financial statements in accordance with U.S. GAAP and applicable SEC reporting requirements, including S-1, 10-K, and 10-Q filings.
- As a SEC Reporting Manager, you will support SEC reporting readiness efforts, including assisting with annual audits and quarterly reviews.
Benefits
- Prepare or review journal entries and reconciliations related to stock-based compensation, leases, and other complex areas.
This listing is sourced directly from Plaid's careers page and normalized into a canonical job model.