SEC Reporting Director
SoFi
| Company | SoFi |
| Category | Finance |
| Location | United States |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Director |
| Salary | Not stated by the employer |
| Posted | 26 Jun 2026 |
| Last verified | 30 Jul 2026 |
| Source | Employer career page (greenhouse) |
Description
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: 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.
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 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
Certi
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