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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:
SoFi is seeking a Staff Accountant II to join our growing SoFi Controllership team. This is an exciting opportunity for professionals looking for a team-oriented environment where you feel you are making a difference and seek to develop your accounting and operational skills within our organization.
These roles are vitally important in supporting accounting and reconciliations governance including process improvements. By joining SoFi, you’ll become part of a forward-thinking technology company that is transforming financial services with innovative loan products and investment tools.
What you’ll do:
- Perform daily, weekly, monthly detailed account reconciliations
- Assist in the monthly and year-end close processes as well as assisting with year-end annual audit requests
- Gain a working understanding of the SoFi systems and how transactions flow between systems and the general ledger and helping with securing the best independent support for the team.
- Collaborate with cross-functional teams within the finance, operations and engineering organizations to assist in researching reconciling items and clearing them in a timely manner as well as thinking through how to prevent those items from happening again.
- Work to streamline and improve the reconciliation processes including automation within the reconciliation tool.
- Analyze accounts, journal entries, subsidiary ledgers, and other accounting documents for accuracy and completeness in connection with reconciliations.
- Identify reconciliation issues and work with senior team members to come up with an effective execution approach
- Prepare complete and easy to follow workpapers explaining issue, procedures and conclusion
- Perform analytical review of the Balance Sheet and Income Statement
- Prepare or assist in developing and preparing analytical and statistical reports to drive leadership decision making around reconciliations
- Perform ad-hoc reports and analyses upon request in relation to reconciliations
- Work closely with Bank Operations, Accounts Payable, and Treasury departments to ensure that transactions are recorded properly under U.S. GAAP
What you’ll need:
- 3+ years of Accounting experience
- Bachelor’s degree in Accounting, Finance or Business or equivalent
- Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures
- Strong organizational, analytical, mathematical, and project management
- A forward-thinking and hands-on approach
- A desire to learn
- Proactive and self-driven with the ability to think creatively within a flexible environment
- Strong knowledge of accounting theory and practice
- Computer skills, including Excel, Word, and general ledger and reconciliation systems
- Knowledge of balance sheets, income statements, and mathematical concepts such as fractions, percentages, and ratios
Nice to have:
- Experience with Workday Financials
- CPA certification is a plus
- Audit experience
- Prior work experience performing reconciliations and using a reconciliation system
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Parental & Family Support — Up to 12 weeks fully paid parental leave, paid caregiver leave, fertility/adoption resources, and subsidized backup childcare/eldercare are offered. Pet insurance and family-building support further broaden the coverage.
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Healthcare Strength — Medical, dental, and vision coverage is paired with company-paid short- and long-term disability and life insurance. Mental-health support via Modern Health and employer HSA contributions enhance overall health support.
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Leave & Time Off Breadth — Flexible vacation for exempt employees, generous PTO for non-exempt, paid holidays, and early-release “SoFi Fridays” expand time-off options. An additional 16 hours of paid volunteer time underscores community engagement.
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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!
