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.

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 role:

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. 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. 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.

A key priority for this role will be driving the modernization of our financial reporting ecosystem. 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.

What you’ll do:

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

What you’ll need:

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:

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!

SOFI PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES (EEO) TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR,

RELIGION (INCLUDING RELIGIOUS DRESS AND GROOMING PRACTICES), SEX (INCLUDING PREGNANCY, CHILDBIRTH AND RELATED MEDICAL CONDITIONS,

BREASTFEEDING, AND CONDITIONS RELATED TO BREASTFEEDING), GENDER, GENDER IDENTITY, GENDER EXPRESSION, NATIONAL ORIGIN, ANCESTRY,

AGE (40 OR OVER), PHYSICAL OR MEDICAL DISABILITY, MEDICAL CONDITION, MARITAL STATUS, REGISTERED DOMESTIC PARTNER STATUS, SEXUAL

ORIENTATION, GENETIC INFORMATION, MILITARY AND/OR VETERAN STATUS, OR ANY OTHER BASIS PROHIBITED BY APPLICABLE STATE OR FEDERAL

LAW.

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. AS PART OF THIS COMMITMENT, SOFI OFFERS REASONABLE ACCOMMODATIONS TO CANDIDATES WITH

PHYSICAL OR MENTAL DISABILITIES. IF YOU NEED ACCOMMODATIONS TO PARTICIPATE IN THE JOB APPLICATION OR INTERVIEW PROCESS, PLEASE LET

YOUR RECRUITER KNOW OR EMAIL ACCOMMODATIONS@SOFI.COM.

DUE TO INSURANCE COVERAGE ISSUES, WE ARE UNABLE TO ACCOMMODATE REMOTE WORK FROM HAWAII OR ALASKA AT THIS TIME.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open

roles.

Roll

SEC Reporting Director

Kategori

Ekonomi

Plats

United States

Publicerad

15 juli

Sista ansökningsdag

17 augusti

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Ekonomi

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