Accounting Policy Manager

SoFi SoFi · Fintech · San Francisco, CA · Accounting

This role is for an Accounting Policy Manager at SoFi, a financial services company. The manager will be responsible for documenting technical accounting conclusions, developing and maintaining accounting policies, and ensuring compliance with accounting and regulatory standards. The role requires strong technical accounting experience, particularly in financial services, and excellent communication skills.

What you'd actually do

  1. Research complex accounting issues at deal speed to support the Company’s development of new programs, including providing insight into accounting principles and conducting industry benchmarking.
  2. Document technical accounting conclusions for significant accounting matters as they arise, including large transactions and new/amended products or programs.
  3. Support the preparation and review of financial statements and disclosures, particularly with respect to significant accounting matters and changes in accounting standards.
  4. Develop, maintain, and update accounting policies.
  5. Monitor standard-setting and rule-making activities by the FASB, SEC, and other regulators. Support impact assessments and implementation of changes.

Skills

Required

  • 6+ years of relevant experience in public accounting or a combination of public and industry.
  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA certification.
  • Strong knowledge of US GAAP and SEC regulations and research proficiency in the applicable literature required.
  • Excellent problem-solving skills and the ability to digest complex information quickly.
  • Experience reading and analyzing legal agreements, such as sale agreements, revenue contracts, and financial instruments.
  • Keen attention to detail and strong analytical skills.
  • Exceptional written and verbal communication skills, including the ability to present accounting concepts and principles to non-accountants.
  • Ability to manage multiple projects in a fast-moving environment.

Nice to have

  • Financial services and/or software & technology industry experience preferred.
  • IFRS and bank regulatory experience preferred.
  • Experience with accounting and project management applications preferred (e.g., Microsoft Excel, Jira, Workday, Workiva)

What the JD emphasized

  • strong technical accounting experience
  • US GAAP
  • SEC regulations