SEC Reporting Director

The role:
The SEC Reporting Director 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