SoFi
SEC Reporting Director
United States · Director
Sponsorship not specifiedDetected 6 days ago
Financial AnalysisAccountingERPHRISResearchCommunicationCollaborationProblem SolvingGAAPFinancial Reporting
About the role
- This role serves as a subject matter expert on complex reporting issues.
- This position will report to the Director of Financial Reporting and Policy within the Controllership team.
- A key priority for this role will be driving the modernization of our financial reporting ecosystem.
Responsibilities
- 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
- 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
Requirements
- Bachelor's degree or equivalent experience in a related field
- 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
- 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
- Master of Accounting
- Experience in accounting policy and/or regulatory reporting
- Experience with Workday ERP
- The Company hires the best qualified candidate for the job, without regard to protected characteristics.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- New York applicants: Notice of Employee Rights
- SoFi is committed to an inclusive culture.
- Internal Employees
Compensation
- 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.
- 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
Benefits
- To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Company info
- 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.
- The SEC Reporting Director is a finance leader responsible for driving the preparation and filing of SEC reports while ensuring compliance with U.S. GAAP, SEC regulations, and internal control requirements.
- The position requires a high level of collaboration, working cross-functionally with Controllership, Finance, Legal, Investor Relations, the Business and external partners (auditors) to support accurate, timely, and compliant reporting.
- The candidate will combine this with exceptional soft skills necessary to be successful in this role including: being able to manage through ambiguity; executing against tight deadlines; maintaining strong relationships with finance and business partners; and able to manage multiple deliverables simultaneously.
- The ideal candidate should have a strong foundation in SEC reporting and technical accounting, as well as analytical and problem-solving skills.
- As a leader in a fast-paced fintech environment, the Director will be expected to champion the adoption of automation, data-lineage tools, and AI-driven capabilities.
- You will look beyond legacy spreadsheet processes to streamline the reporting lifecycle, accelerate the close-to-report timeline, and enhance disclosure quality through technology.
- SoFi's fast pace of growth provides career development (e.g., work directly with senior and executive management) and learning opportunities (e.g., automation, process improvements, and breadth of products/transactions) considering the role's enterprise-wide exposure.
- 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
- Communicate and explain accounting issues and evolving accounting guidance to senior management
- What you'll need:
- Certified Public Accountant (CPA) or equivalent
This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.