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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 Director of SEC Reporting 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
Skills Required
- 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+ years experience within SEC reporting at a listed SEC registrant
- Deep understanding of US GAAP, SEC regulation and technical accounting research and application
- Experience in financial services and/or technology industries
- Experience with SEC reporting software (Workiva)
- Experience performing technical accounting research and documentation
- Proven ability to lead, build, mentor, and manage a high-performing team
- Strong oral and written communication skills and ability to influence stakeholders
- Ability to manage multiple deliverables, work under tight deadlines, and operate in a fast-paced environment
- Ability to tailor communication and key messages to the audience
- Master of Accounting
- Experience in accounting policy and/or regulatory reporting
- Experience with Workday ERP
What the Team is Saying
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
