Senior Accountant

at SoFi

CA - San Francisco

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:

SoFi is seeking a Senior Accountant to join our growing SoFi Controllership 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.

These roles are vitally important in supporting accounting and reconciliations governance including process improvements. By joining SoFi, you’ll become part of a forward-thinking technology company that is transforming financial services with innovative loan products and investment tools.

What you’ll do:

Oversee the preparation of daily, weekly, monthly detailed account reconciliations performed by your team
May lead a staff accountant, including coaching, training and managing day-to-day activities
Review certain daily, weekly, monthly detailed account reconciliations performed by your team
Assist in the monthly and year-end close processes as well as assisting with year-end annual audit requests
Gain a in depth understanding of the SoFi systems and how transactions flow between systems and the general ledger and helping with securing the best independent support for the team.
Collaborate with cross-functional teams within the finance, operations and engineering organizations to assist in researching reconciling items and clearing them in a timely manner as well as thinking through how to prevent those items from happening again.
Work to streamline and improve the reconciliation processes including automation within the reconciliation tool.
Analyze accounts, journal entries, subsidiary ledgers, and other accounting documents for accuracy and completeness in connection with reconciliations.
Identify reconciliation issues and work with senior team members to come up with an effective execution approach
Review complete and easy to follow workpapers explaining issue, procedures and conclusion
Oversee analytical reviews of the Balance Sheet and Income Statement
Review and assist in the development of analytical and statistical reports to drive leadership decision making around reconciliations
Review and oversee preparation of ad-hoc reports and analyses upon request in relation to reconciliations
Work closely with Bank Operations, Accounts Payable, and Treasury departments to ensure that transactions are recorded properly under U.S. GAAP

What you’ll need:

Bachelor’s degree in Accounting, Finance or Business or equivalent
4+ year of experience in accounting, reconciliation and close activities
Experience leading a small team
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 and reconciliation 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
Prior work experience performing reconciliations and using a reconciliation system

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.