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Financial Reporting Manager
Posted on 3/17/2023
United States
Experience Level
  • Active CPA license; Bachelors or Masters degree in accounting
  • 6+ years of public company financial reporting experience within financial services / banking industry, either in industry at a public company or a mix of Big 4 auditor of public companies and industry experience
  • Strong technical accounting skills, attention to detail and ability to communicate and work cross-functionally
  • Proactive mindset and ability to work independently, while also operating as part of a collaborative team
  • Ability to work within a deadline-driven environment and manage multiple workstreams simultaneously
  • Strong work ethic and drive to “get to the truth”
  • Experience managing people, either directly or indirectly
  • Depending on the location of the candidate, some travel on a quarterly basis, as necessary
  • Play an integral role in the Company's preparation of its consolidated financial statements and footnote disclosures on a quarterly and annual basis under public company accounting standards
  • Complete disclosures and prepare relevant support for complex accounting areas, which may include earnings per share, segment reporting, derivatives and equity
  • Review other disclosure areas prepared by senior and staff accountants; assist in team member development
  • Prepare and/or review disclosure checklists to ensure all disclosure requirements are met; research disclosure requirements and stay abreast of new pronouncements impacting disclosures
  • Review financial statement tie-outs for the financial statement audit and review procedures
  • 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
  • Support the Senior Director, Financial Reporting on adhoc tasks, which may include peer company analysis, ERP system management, regulatory reporting support, investor relations support, proxy statement, etc
  • Serve as a point of contact for external auditors on financial statement disclosure questions
Desired Qualifications
  • Wdesk/Wdata experience
  • Proficient writing skills
  • Located in a city with a SoFi office (e.g. San Francisco, Salt Lake City, Dallas, Jacksonville, NYC)

1,001-5,000 employees

Lender and financial services provider
Company Overview
SoFi’s mission is to help people reach financial independence to realize their ambitions.
  • You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.
  • Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.
  • Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.
Company Core Values
  • Put our members’ interests first.
  • Run after problems.
  • Embrace diversity. Everyone should feel welcome, included and able to contribute.
  • Get to the truth and make principle-based decisions.
  • Make your footprint bigger than your foot.
  • Do the right thing. If you’re not sure, do the harder thing.
  • Set ambitious goals, be gritty, be accountable.
  • Take care of other people and help them grow.
  • Iterate, learn, innovate.
  • Be SoFi missionaries.
  • …and don’t forget to smile.