Senior SEC Reporting & Policy Analyst

Overview

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.

What you’ll do

• Partner with Investor Relations and Controllership to support the preparation and review of quarterly earnings releases and financial supplements.
• Play an integral role in the Company’s consolidated financial statements and footnote disclosures on a quarterly (10-Q) and annual (10-K) basis 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, ensure SOX controls compliance, and 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 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 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 $86,400.00 - $162,000.00. Final base pay offer will be determined based on individual factors such as experience, skills, and location.

Pay frequency: Annual

This role is eligible for a bonus and competitive benefits. More information about our employee benefits can be found in our Benefits at SoFi page.

Equal Employment Opportunity and Additional Notices

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.

For applicants in San Francisco, we will consider qualified applicants with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance.

SoFi is committed to an inclusive culture and 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

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Applicants

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.

Other notes

Terms and Conditions apply. SoFi reserves the right to modify or discontinue products and benefits at any time without notice. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors. Rates and Terms are subject to change at any time without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. . SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # . To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we may request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit.