Senior Analyst, SEC Reporting and Policy
SoFi
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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 searching for an SEC Reporting and Policy - Senior Analyst with financial reporting experience to support the company’s SEC reporting and accounting policy functions.
The right candidate will have relevant experience in the compilation, preparation and review of quarterly (e.g. earnings,10-Q) and annual (e.g.10-K) SEC reporting requirements, coupled with a strong understanding of the SEC and GAAP regulations that underpin them. Additionally, this individual will demonstrate a strong sense of teamwork and a positive, solution-oriented approach when collaborating across departments, readily offering support and embracing new challenges.
The SEC Reporting and Policy - Senior Analyst will be responsible for supporting the preparation and/or review of the Company’s financial disclosures, as well as the development and maintenance of the company’s accounting policies. This individual will work closely with the Finance and Investor Relations teams as well as with other teams within the Controllership organization to ensure compliance with the Company’s SEC reporting requirements and applicable technical accounting standards.
This position will report to the Director of Financial Reporting & Policy - and will be part of the SEC Reporting & Policy Controllership team.
What you’ll do:
- Partner with Investor relations and broader Controllership - to support the preparation and review of quarterly earnings releases and financial supplements.
- Play an integral role in the Company’s preparation of its consolidated financial statements and footnote disclosures on a quarterly (10-Q) and annual basis (10-K) under public company accounting standards.
- Prepare and/or review tie-out packages and documentation to support timely review of financial statements, MD&A and other disclosures, to ensure SOX controls compliance, and to facilitate audit procedures.
- Complete disclosure checklists to ensure compliance with US GAAP and SEC accounting and financial reporting requirements.
- Research complex accounting issues to support the Company’s development of new programs, including providing insight into accounting principles and conducting industry benchmarking.
- Document technical accounting conclusions for significant accounting matters as they arise, including business transactions and new/amended products or programs.
- Serve as a point of contact with external and internal auditors for the Financial Reporting team.
- Contribute to the team’s efforts to enhance its financial reporting processes and procedures through the use of tools, automation, and alignment with cross-functional teams, such as the regulatory reporting team.
What you’ll need:
- 6+ years of experience, with public company exposure, either Big 4 accounting or a mix of Big 4 and industry experience.
- CPA certification.
- Bachelors or Masters degree in accounting, finance or related field.
- Knowledge of US GAAP and SEC regulations and research ability in the applicable literature required.
- Strong written and verbal communication skills, including the ability to present accounting concepts and principles to non-accountants.
- Problem-solving skills and the ability to digest complex information efficiently.
- Keen attention to detail and strong analytical skills.
- Ability to work independently and within a team.
- Ability to prioritize and meet deadlines in a fast paced environment.
- Experience with accounting and project management applications preferred (e.g., Workiva, Workday, JIRA).
