SoFi
Senior Analyst, SEC Reporting and Policy
Join to apply for the
Senior Analyst, SEC Reporting and Policy
role at
SoFi Senior Analyst, SEC Reporting and Policy
1 day ago Be among the first 25 applicants Join to apply for the
Senior Analyst, SEC Reporting and Policy
role at
SoFi Get AI-powered advice on this job and more exclusive features. This range is provided by SoFi. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$86,400.00/yr - $162,000.00/yr Employee Applicant Privacy Notice
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).
Compensation And Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi
page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at SoFi by 2x Get notified about new Policy Analyst jobs in
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Senior IT Business Analyst, Planning & Supply Chain
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Join to apply for the
Senior Analyst, SEC Reporting and Policy
role at
SoFi Senior Analyst, SEC Reporting and Policy
1 day ago Be among the first 25 applicants Join to apply for the
Senior Analyst, SEC Reporting and Policy
role at
SoFi Get AI-powered advice on this job and more exclusive features. This range is provided by SoFi. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$86,400.00/yr - $162,000.00/yr Employee Applicant Privacy Notice
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).
Compensation And Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi
page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at SoFi by 2x Get notified about new Policy Analyst jobs in
San Francisco, CA . San Mateo, CA $150,000.00-$190,000.00 2 weeks ago San Mateo, CA $135,100.00-$148,600.00 13 hours ago Oakland, CA $90,000.00-$103,000.00 2 weeks ago Oakland, CA $98,000.00-$146,000.00 6 days ago Senior Analyst, Business Intelligence & Financial Systems
San Francisco, CA $60,000.00-$110,000.00 2 weeks ago Senior Technical Analyst – Revenue & Financial Reporting
San Francisco, CA $100,000.00-$130,000.00 2 weeks ago Scientific Business Analyst- Boston or Bay Area
Oakland, CA $75,000.00-$135,000.00 1 week ago Senior Business Process Analyst - Product Revenue Strategy
Alameda, CA $5,855.00-$7,327.00 2 weeks ago Senior/Lead Data Analyst, Paid Media Marketing
San Francisco, CA $156,300.00-$218,900.00 1 day ago Senior Analyst, Market & Business Intelligence, Grid & Energy Services
San Francisco, CA $120,000.00-$150,000.00 2 weeks ago San Francisco, CA $125,000.00-$175,000.00 5 days ago Sr Analyst, Finance Business Intelligence
San Francisco, CA $92,900.00-$123,200.00 3 weeks ago San Francisco, CA $113,000.00-$132,000.00 3 weeks ago Senior Analyst, Budget Mgt & Financial Reporting-80
San Francisco, CA $190,000.00-$225,000.00 2 weeks ago San Francisco, CA $111,109.00-$143,100.00 23 hours ago Pharma Business Analyst - Local to California Only
Foster City, CA $102,085.00-$132,110.00 20 hours ago San Francisco, CA $105,000.00-$164,600.00 21 hours ago Customer Experience Insights - Data Analyst
Senior IT Business Analyst, Planning & Supply Chain
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr