SEC Reporting Director

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 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. The position reports to the Director of Financial Reporting and Policy within the Controllership team. It requires a high level of collaboration with Controllership, Finance, Legal, Investor Relations, business and external partners (auditors) to support accurate, timely, and compliant reporting. The candidate must have exceptional soft skills such as managing through ambiguity, executing against tight deadlines, maintaining strong relationships with finance and business partners, and managing multiple deliverables simultaneously. The ideal candidate should have a strong foundation in SEC reporting and technical accounting, analytical and problem‑solving skills. A key priority is driving the modernization of our financial reporting ecosystem. The Director will champion the adoption of automation, data‑lineage tools, and AI‑driven capabilities to streamline the reporting lifecycle, accelerate the close‑to‑report timeline, and enhance disclosure quality through technology. 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 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+ years of 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, 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 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! Equal Employment Opportunity 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 an inclusive culture. 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 View email address on click.appcast.io. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. #J-18808-Ljbffr SoFi