Technical Accounting & Reporting Manager

Current Employees of Happen Bank:
Happen Bank (formerly Lending Club) is built around a simple purpose: to clear the way to help people turn intention into action, and action into financial progress. That means offering focused products, a frictionless mobile-first experience, and clear terms with no gotchas. Respect and fairness is part of our DNA, and that ideal shapes how we work, how we treat each other, and how we invest in our employees and our community.

Join us in using data, bold thinking, and a commitment to innovation to help clear the way for millions of Americans to achieve more.

As a Technical Accounting & Reporting Manager, you'll play a key role in ensuring Happen Bank's financial reporting is accurate, timely, and compliant with U.S. GAAP and SEC reporting requirements. You'll apply technical accounting expertise to complex transactions, support the preparation of our external financial reporting, and partner across the business to deliver high-quality financial information while continuously improving processes and controls.

• Prepare and review quarterly and annual SEC filings, including financial statements, footnotes & MD&A
• Research complex accounting matters, prepare technical accounting memoranda, and document conclusions for significant or non-routine transactions
• Partner cross-functionally to evaluate the accounting implications of new products, strategic initiatives, financing transactions, and other business activities
• Monitor emerging accounting standards and SEC rule making, assess business impacts, and support the implementation of new accounting and disclosure requirements
• Continuously improve financial reporting processes, controls, and disclosure practices, including identifying opportunities to leverage AI and automation to improve efficiency while maintaining quality and compliance
• Support the annual external audit and quarterly review process by coordinating deliverables and responding to auditor requests
• Support the design, execution, and ongoing enhancement of internal controls over financial reporting (SOX) related to SEC reporting and technical accounting
• Complete special projects, including peer benchmarking, accounting research, disclosure enhancement initiatives, and other finance transformation efforts

• 4+ years of experience in technical accounting, SEC reporting, public accounting, or a related field, and a bachelor's degree or higher, or equivalent combination of education and experience
• Strong knowledge of U.S. GAAP, SEC reporting requirements, and financial statement preparation
• Ability to independently manage multiple priorities, exercise sound judgment, and deliver high-quality work in a fast-paced environment
• Strong analytical and problem-solving skills with the ability to research complex accounting issues and communicate conclusions clearly
• Effective collaborator who builds strong relationships across Finance and business teams while adapting to changing priorities and feedback
• You actively look for ways AI can improve your work-from accelerating research and analysis to enhancing drafting and problem solving-and you're thoughtful about accuracy, data sensitivity, and where human judgment is essential
• You take ownership of your work and proactively identify opportunities to improve reporting processes, controls, and team effectiveness

• Active CPA license
• Experience preparing SEC filings using Workiva
• Advanced proficiency in Microsoft Excel
• Experience with in the banking or financial services industry

Work Location San Francisco The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role’s team or the related…