Accounting Policy Manager

• Title:
  
  Accounting Policy Manager
• Type:
  Full Time
• Experience:
  
  5+ Years
• Function:
  Accounting
• Location:
  
  New York City, NY, United States
• Company:
  So Fi

SoFi is a values-driven company that creates modern financial products and services that help people borrow, save, spend, invest, and protect their money better.

The Bank is recruiting an Accounting Policy Manager who will provide technical accounting and valuation-related support for certain Lending activities (e.g., loans, servicing rights, retained interest) and corporate activities (e.g., equity-related matters and goodwill), as well as broadly support the Company’s accounting policy function.

• Bachelor’s Degree in Accounting, Finance, or related field

• 5+ years of relevant experience in public accounting or a combination of public and industry. Financial services or software and technology experience (preferred)
• Big 4 accounting or large regional firm experience, experience in a public company environment (preferred) or, deal advisory/consulting experience

• Certified Public Accountant (CPA) or equivalent; or Chartered Financial Analyst (CFA)

• Collaborate cross-functionally to support business decision-making through insightful analysis, fostering a culture of teamwork and transparency.
• Develop, maintain, and update accounting policies.
• Monitor standard-setting and rule-making activities by the FASB, SEC, and other regulators. Support impact assessments and implementation of changes.
• Provide technical accounting, valuation, and procedural support related to our lending-related activities (ASC 310, 860, 810, 820, and 825). Support underlying valuation by assessing models utilized and owning related model governance documentation with respect to policies, procedures, and standards. Partner with our Lending Accounting team, Capital Markets, Risk teams, and other relevant business partners.
• Research complex accounting issues and document technical conclusions, particularly related to equity (ASC 718, 505, and 260), as well as goodwill (ASC 350-20) partnering with our Corporate Accounting team. Additionally lead our goodwill assessments, including supporting the underlying valuation and its related processes – and ensuring effective governance.
• Serve as external audit liaison and contact for the year-end annual audit, as well as for internal audit and SOX compliance requests, facilitating effective. communication and collaboration
• Support policy function broadly as needed, including new transactions/products and special projects.
• Support the preparation and review of financial statements and disclosures, particularly for the topics noted.

• Ability to influence stakeholders through subject matter expertise and facilitate dialogue that aligns with strategic priorities
• Excellent problem-solving skills and the ability to digest complex information efficiently
• Exceptional written and verbal communication skills, including the ability to present accounting and valuation concepts and principles to non-practitioners
• Experience/familiarity with valuation of financial instruments
• Must demonstrate attention to detail, analytical abilities, and consistent follow-through, including project management skills
• Proficiency in MS Excel and excellent writing skills
• Strong collaboration skills with experience working cross-functionally with teams in finance, risk, capital markets, operations, legal, and HR
• Strong knowledge of US GAAP and SEC regulations and research proficiency in applicable literature

• Deal/advisory experience
• Experience with accounting and project management applications (Workiva, JIRA, Workday)
• Experience with ETL tools…