Director, SEC Reporting

SoFi•New York, NY

6h•$153,600 - $264,000

About The Position

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.

Requirements

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 Haves

Master of Accounting
Experience in accounting policy and/or regulatory reporting
Experience with Workday ERP

Responsibilities

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