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:
SoFi is looking for a Senior Accountant with financial services experience to support SoFi Bank’s regulatory reporting functions. The ideal candidate is eager to learn, takes an innovative approach to solving problems, and is committed to improving our end-to-end accounting processes. In this role, you will play a key part in ensuring reporting accuracy and driving efficiency across regulatory reporting workflows.
What you’ll do:
- Assist with the preparation, review, and submission of regulatory filings for SoFi Bank and the bank holding company, including the Call Report, FRY-9C, FRY-11, FRY-9LP, and related documents
- Participate in the research and documentation of new and revised regulatory reporting requirements
- Prepare responses to inquiries from federal regulators
- Responsible for maintenance of regulatory reports within Axiom ControllerView
- Review detailed account reconciliations, journal entries and supporting documentation
- Review intercompany transactions in accordance with GAAP and Regulation W
- Identify areas of improvement within the department for efficiency or risk control enhancements
- Support employees in the preparation of easy of complete and easy to follow workpapers explaining accounting topics, procedures, and conclusions
- Assist with quarterly reviews, regulatory exams, and year-end annual audit
- Provide level appropriate coaching to accounting staff and interns, as needed
- Support any additional ad-hoc projects related to SoFi Bank
What you’ll need:
- 4-5 years of relevant experience in a professional, fast-moving environment
- A strong background in banking or financial services institutions
- CPA designation preferred
- Bachelor’s degree or equivalent experience in a related field
- Strong verbal and written communication skills
- Must demonstrate attention to detail, analytical abilities, and consistent follow-through, including project management skills with the ability to proactively resolve problems while consistently meeting deadlines
- Experience working with financial and/or regulatory reporting preferred
- Ability to collaborate with cross-functional teams, including product engineering, legal, enterprise risk management, compliance, treasury, and finance
- Strong organizational and analytical skills
- Background in accounting and the application of U.S. Generally Accepted Accounting Principles (“GAAP”) including education or work experience preferred
Nice to have:
- Experience with ERP and regulatory systems
- Public company experience
- Strong knowledge of technical accounting and public company best practices
- Bank start-up experience
Skills Required
- 4-5 years of relevant experience in a professional, fast-moving environment
- Strong background in banking or financial services institutions
- Bachelor's degree or equivalent experience in a related field
- Strong verbal and written communication skills
- Attention to detail, analytical abilities, consistent follow-through, and project management skills
- Ability to collaborate with cross-functional teams (product engineering, legal, ERM, compliance, treasury, finance)
- CPA designation
- Experience working with financial and/or regulatory reporting
- Background in accounting and application of U.S. GAAP (education or work experience)
- Experience with ERP and regulatory systems
- Public company experience
- Strong knowledge of technical accounting and public company best practices
- Bank start-up experience
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Comprehensive medical, dental, and vision plans are paired with mental-health coaching/therapy, EAP access, and wellness programs, with options noted for low or fully covered premiums. Company-paid life and disability insurance further strengthen core protection.
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Parental & Family Support — Up to 12 weeks fully paid parental leave is complemented by fertility/adoption resources, subsidized back-up child/elder care, caregiver leave, and pet insurance. A 2026 program also matches a new federal $1,000 seed for eligible children’s investment accounts.
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Leave & Time Off Breadth — Exempt employees have flexible/unlimited vacation alongside early-release “SoFi Fridays,” while non-exempt employees receive generous vacation and sick time. Paid volunteer time and role-appropriate leave options extend time-away coverage.
SoFi Insights
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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SoFi Offices
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!
