
Sofi · United States
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...
Employee Applicant Privacy Notice
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 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. This position will report to the Director of Financial Reporting and Policy within the Controllership
team. The position requires a high level of collaboration, working cross-functionally with Controllership, Finance, Legal,
Investor Relations, the Business and external partners (auditors) to support accurate, timely, and compliant reporting.
The candidate will combine this with exceptional soft skills necessary to be successful in this role including: being able to
manage through ambiguity; executing against tight deadlines; maintaining strong relationships with finance and business partners;
and able to manage multiple deliverables simultaneously. The ideal candidate should have a strong foundation in SEC reporting and
technical accounting, as well as analytical and problem-solving skills.
A key priority for this role will be driving the modernization of our financial reporting ecosystem. As a leader in a fast-paced
fintech environment, the Director will be expected to champion the adoption of automation, data-lineage tools, and AI-driven
capabilities. You will look beyond legacy spreadsheet processes to streamline the reporting lifecycle, accelerate the
close-to-report timeline, and enhance disclosure quality through technology.
SoFi’s fast pace of growth provides career development (e.g., work directly with senior and executive management) and learning
opportunities (e.g., automation, process improvements, and breadth of products/transactions) considering the role's
enterprise-wide exposure.
8-Ks and other SEC filings as needed
Statements
compliance with SEC requirements and evolving guidance
for complex transactions and new and evolving products
process-driven and detail-oriented
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
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
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
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.
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: Our team is seeking an Accounting Analyst to join our growing SoFi Bank accounting team. This is an exciting opportunity for professionals looking for a team-oriented environment where you feel you are making a difference and seek to develop your accounting and operational skills within our organization. The role will support the accounting lifecycle for crypto-related activity, including month-end close, subledger review, journal entry preparation, variance analysis, control execution, audit support, and documentation of key accounting processes. By joining the team, you will become part of a forward-thinking technology company that is transforming financial services through innovative products, investment tools, and digital asset capabilities. What you'll do: * Prepare complete and easy to follow workpapers explaining issue, procedures and conclusion * Review crypto subledger activity and supporting transaction-level detail to ensure completeness, accuracy, and appropriate accounting treatment * Investigate reconciliation differences, escalate issues timely, and partner with Crypto Operations and other cross-functional teams to resolve variances * Coordinate with the Crypto Operations team to understand operational workflows, transaction lifecycle events, exception handling, and settlement or custody-related impacts on accounting * Assist in the monthly and year-end close processes as well as assisting with year-end annual audit * Analyze accounts, journal entries, subsidiary ledgers, and other accounting documents for accuracy and completeness * Identify issues and work with senior team members to produce an effective execution approach * Perform analytical review of the Balance Sheet and Income Statement * Support enhancement and documentation of crypto accounting processes, controls, reconciliations, and policies * Prepare or assist in the preparation of reports for management, external auditors, and other stakeholders * Prepare or assist in developing and preparing analytical and statistical reports to drive leadership decision-making * Perform ad-hoc reports and analyses upon request * Prepare supporting schedules and financial statement tie-outs for SEC disclosures on a quarterly and annual basis under public company accounting standards * Collaborate with cross-functional teams within the finance organization to assist with other reporting requirements, including subsidiary, statutory, and bank reporting, as necessary What you will need: * Bachelor’s degree in Accounting, Finance or Business or equivalent * Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures * Strong organizational, analytical, mathematical, and project management * A forward-thinking and hands-on approach * A desire to learn * Proactive and self-driven with the ability to think creatively within a flexible environment * Strong knowledge of accounting theory and practice * Computer skills, including Excel, Word, and general ledger systems * Knowledge of balance sheets, income statements, and mathematical concepts such as fractions, percentages, and ratios Nice to have: * Experience with Workday Financials * CPA certification is a plus * Audit experience * Experience with digital assets, brokerage, payments, banking, or fintech accounting 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 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 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.
About us: Braveheart Bio is a clinical-stage biopharmaceutical company focused on developing therapies for patients with hypertrophic cardiomyopathy (HCM) and other serious cardiovascular diseases. Our lead product candidate, BHB-1893, is a next-generation oral small-molecule cardiac myosin inhibitor (CMI) being developed for the treatment of obstructive HCM (oHCM) and non-obstructive HCM (nHCM). Braveheart’s goal is to improve the treatment options for these patients by enhancing speed of onset, depth of gradient response, systolic safety, reversibility and reducing prescribing complexity. With a proven leadership team, a strong financial foundation, and a high-value late-stage asset, Braveheart Bio represents an outstanding opportunity for ambitious, mission-driven professionals to make a tangible impact in a high-profile and rapidly evolving therapeutic area. The role: The Director of SEC Reporting and Technical Accounting is an experienced accounting and finance leader that will help build and run SEC reporting processes of our newly public and fast-moving clinical-stage biotechnology company. Reporting to the VP of Finance, this individual will own SEC reporting operations and related internal controls, including the preparation of financial statements and drafting and filing of 10-Qs/10-Ks and annual proxy. This individual will also own technical accounting, including reviewing new contracts for accounting implications and owning the analysis and drafting of technical accounting memos. This is a hands-on role that will collaborate with various internal and external partners, including non-finance operating teams. Key responsibilities: * Own the preparation and drafting of 10-Qs/10-Ks and annual proxy in accordance with US GAAP and SEC requirements on a timeline that meets internal and SEC reporting deadlines, including ensuring complete and accurate business updates, MD&A, financial statements and footnote disclosures. * Develop and maintain SEC reporting policies, procedures, and internal controls that can scale in a newly public high growth environment. * Manage external audit relationships and lead audit readiness processes. * Own the accounting for equity compensation (ASC 718), income tax (ASC 740), and other technical accounts as assigned. * Review new contracts, evaluate for proper accounting treatment, and team with FP&A to ensure proper budget and forecast treatment. * Prepare or, if appropriate, supervise an external specialist in the preparation of technical accounting memos ensuring completeness and accuracy of conclusions in accordance with US GAAP. * Administer the Company’s equity plan(s) including employee onboarding, grants, modifications, and terminations, coordinating with legal and HR as appropriate. * Manage the Company’s annual income tax requirements including extensions, returns, and provision, coordinating with external tax providers as appropriate. * Assist in the preparation of quarterly Disclosure Committee and Audit Committee communications. * Implement and optimize an equity administration system (E*TRADE/EEO). * Assist in the hiring and development of a small, high-performing accounting and finance team as the company scales Required experience & skills: * 10+ years of progressive finance and accounting experience, CPA required; public accounting background preferred * Strong knowledge of public company requirements, including SEC reporting, internal controls (SOX), financial planning, and cross-functional alignment * Deep technical accounting knowledge (US GAAP), including equity compensation (ASC 718), income tax (ASC 740), R&D accruals, clinical trial accounting, and pre-clinical/clinical stage company financials * Experience managing Big 4 or national firm audits * Prior experience supporting or executing a public offering (IPO, follow-on, crossover) preferred * Demonstrated experience building finance and accounting infrastructure from the ground up in preparation for and through a biotechnology IPO preferred * Excellent judgment, high integrity, and the ability to operate with minimal overhead in a fast-moving environment * The right candidate thrives in a nimble environment, brings public company rigor to a private-stage company, and can build scalable systems without adding unnecessary overhead. * Strong written and verbal communication skills with a collaborative, team-oriented approach * Ability to thrive in a fast-paced, dynamic environment and remain comfortable with change and ambiguity * Flexible, proactive, and hands-on mindset with a roll-up-your-sleeves, can-do attitude Base Salary Range: $200,000 - $240,000 This role is also eligible for a competitive total rewards package, which may include an annual bonus, equity, and a comprehensive benefits offering. We are an equal opportunity employer. We are committed to inclusion and diversity, and we do not discriminate on the basis of race, gender, religion, gender, sexual orientation, age, color, marital status, veteran status, disability status, national origin, or any characteristic protected under applicable law. Braveheart participates in the federal E‑Verify program to confirm employment authorization for all new hires. To learn more about E-Verify please review this poster [https://www.e-verify.gov/sites/default/files/everify/images/manuals/EVParticipationPoster.JPG].
Why Windham Brannon Windham Brannon is a recognized leader in providing assurance, tax, and advisory services to clients both nationally and globally. We believe exceptional client service starts with exceptional people and relationships. Our Advisory practice partners with organizations across a variety of industries, helping them solve complex accounting, finance, reporting, operational, and strategic challenges. As client needs evolve, we are expanding our network of experienced Finance Directors who can step into leadership roles on an interim, project-based, or advisory basis. Offering More Flexibility for Your Career • Select engagements that align with your expertise, interests, and availability. • Leverage Windham Brannon's established client relationships and engagement pipeline. • Gain exposure to a diverse range of industries, organizations, and business challenges. • Focus on delivering exceptional client outcomes while Windham Brannon manages business development, engagement scoping, contracting, and billing. The Opportunity Windham Brannon is building a network of experienced Finance Directors to provide clients with interim leadership, specialized expertise, and strategic accounting and finance support when additional resources or leadership capacity are needed. How the Arrangement Works This is an independent contractor (1099) opportunity and not a Windham Brannon employee position. Windham Brannon manages business development, client relationships, engagement scoping, and billing. Compensation is based on mutually agreed-upon hourly rates or project fees established prior to the start of each engagement, and contractors retain the flexibility to accept engagements that align with their availability and interests. Roles You Might Fill • Interim CFO • Interim Controller • Accounting Manager • Financial Reporting Manager / SEC Reporting • Internal Audit Manager Projects You Might Lead • Accounting remediation and catch-up work • Account reconciliations • Cash-to-accrual conversions • Audit readiness • Process improvements • Pre- or post-acquisition transition accounting What You Will Do • Serve as a high-level interim or project-based accounting and finance resource for clients across a variety of industries. • Step into leadership roles including Interim CFO, Controller, Accounting Manager, Financial Reporting Manager, or Internal Audit Manager as engagement needs require. • Design, implement, and improve accounting processes related to monthly close, financial reporting, forecasting, consolidations, and system implementations. • Lead and execute special projects, including accounting clean-up, account reconciliations, cash-to-accrual conversions, audit readiness, and transition accounting initiatives. • Take a hands-on approach to client engagements, balancing strategic leadership with detailed project execution. • Build strong client relationships while delivering practical solutions to complex business and accounting challenges. • Travel to client locations as engagement needs require. • Select engagements that align with your expertise, interests, and availability. What You Bring • 10+ years of progressive accounting and finance experience, including public accounting experience. • Experience serving in finance leadership roles such as CFO, Controller, SEC Reporting Manager, Internal Audit Manager, or similar positions preferred. • Brings a strategic accounting, finance, and operations mindset, paired with a hands-on approach and genuine willingness to work through the granular details of a project from start to finish. • Bachelor's degree in Accounting, Finance, Business, or a related field required. • CPA certification preferred. • Strong project management and client service skills with the ability to manage multiple priorities effectively. • Advanced Microsoft Excel skills and experience working with a variety of accounting and financial systems. • Experience with QuickBooks Online preferred. • Excellent verbal and written communication skills. • Ability to adapt quickly to new client environments and business challenges. • Willingness to travel to client sites outside of your home market. Professional Standards Maintain confidentiality, build trusted client relationships, demonstrate professionalism, flexibility, responsiveness, and attention to detail.