Financial Reporting Manager more...
Location:New York, NY
First posted:October 23, 2020 (last updated 30+ days ago)

Financial Reporting Manager


New York City, New York
Cottonwood Heights, Utah


Position at SoFi

Who we are

SoFi is a digital personal finance company whose mission is to help its members achieve financial independence to realize their ambitions, whether that be to buy a house one day, start a family on their own terms or be debt free. We aim to be at the center of our members' financial lives, and to help every member Get Their Money Right(R). By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services by embracing technology to build innovative loan products, investment tools, and more. One of the fastest growing fintech companies, we've grown from 250 employees in 2015 to over 1,500 employees today, and are well on our way to reaching 1 million members. With offices across the US, we offer the excitement of a rapidly growing startup with the stability of a seasoned management team and some of the best talent around. As an employer, we strive to hire employees who are committed to both our company's mission and our desire to build the best culture in the world. If you are driven, passionate about what you do, and excited about the SoFi mission, we would love to hear from you.

The role

SoFi is adding a Financial Reporting Manager to its accounting team to help support our goal of producing public company ready financial statements, disclosures and processes.

What you'll do:

  • Support the Financial Reporting Director in preparing consolidated financial statements and footnote disclosures on a quarterly and annual basis, as necessary, under public company accounting standards

  • Play an integral role in the Company's preparation to potentially be a public company by researching the disclosure requirements and preparing registration statements on Form S-1, as requested 

  • Implement a financial statement tie-out process for the financial statement audit

  • Serve as point of contact for external auditors on financial statement disclosure and tie out questions

  • Assist in onboarding and managing a financial reporting tool that can be used for SEC filings; collaborate with cross-functional teams to coordinate implementation efforts across functional areas (e.g. management reporting), as necessary

  • Prepare subsidiary and statutory financial reporting, including broker-dealer financial statements

  • Assist with monthly tie-out of the reporting package, as necessary

  • Complete disclosure checklists to ensure all disclosure requirements are met; research disclosure requirements and stay abreast of new pronouncements impacting disclosures; establish repository of peer company disclosures and practices

  • Collaborate with investor relations, legal and FP&A on external stakeholder financial communications

What you'll need:

  • Active CPA license; Bachelors or Masters degree in accounting

  • 8 years related experience, either Big 4 accounting or a mix of Big 4 and industry experience in financial reporting at a public company

  • Strong attention to detail and technical accounting skills

  • Ability to take initiative and work independently, as direct supervisor is remote

  • Depending on the location of the candidate, travel to San Francisco and Salt Lake City, as necessary 

Nice to have:

  • Financial services industry experience

  • NetSuite experience

  • Experience with Wdesk or another financial reporting tool

  • IPO experience

  • Proficient writing skills

  • Familiarity with segment reporting and MD&A preparation

  • Located in a city with a SoFi office (e.g. San Francisco, Salt Lake City, Dallas, Jacksonville, NYC)

Why you'll love working here

  • Competitive salary packages and bonuses

  • Comprehensive medical, dental, vision and life insurance benefits

  • Generous vacation and holidays

  • Paid parental leave for eligible employees

  • 401(k) and education on retirement planning

  • Tuition reimbursement on approved programs

  • Monthly contribution up to $200 to help you pay off your student loans

  • Great health & well-being benefits including: telehealth parental support, subsidized gym program

  • Employer paid lunch program (except for remote employees)

  • Fully stocked kitchen (snacks and drinks)

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

SoFi does not seek salary history information from job applicants.

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.

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