Senior Manager, Accounting Policy & Reporting

Overview

A financial services organization is seeking a Senior Manager, Accounting Policy & Reporting to lead the end-to-end execution of external financial reporting, including the preparation and filing of all SEC reports. This leadership role involves serving as a technical accounting resource for SEC-related transactions, ensuring compliance with U.S. GAAP and SEC regulations, and translating complex accounting policies into accurate financial disclosures.

Responsibilities

Technical Accounting Policy

• Lead research on new and complex U.S. GAAP (FASB) accounting standards, ensuring timely adoption and documentation.
• Analyze and interpret accounting and regulatory reporting requirements for domestic and international subsidiaries.
• Draft and finalize technical accounting memos supporting complex transaction analysis and policy conclusions.
• Serve as the primary technical resource for complex or non-routine transactions, including M&A and debt/equity offerings, with SEC reporting implications.
• Advise business units and functional teams on accounting impacts of new policies and strategic initiatives.
• Design and implement scalable accounting and reporting processes related to policy application.
• Manage the lifecycle of accounting policies, ensuring documentation is clear, current, and consistently applied.
• Identify and resolve accounting policy gaps due to business changes or evolving US GAAP/SEC/regulatory mandates.
• Ensure governance and tracking of subsidiary-specific policy variations and exceptions.

Financial Reporting

• Manage and execute timely and accurate preparation and filing of external financial reports with the SEC, including Forms 10-K, 10-Q, 8-K, and proxy statements.
• Prepare financial statements and reports to meet statutory, regulatory, and compliance requirements.
• Ensure accuracy and compliance of detailed financial statements and footnotes.
• Oversee the design and operation of internal controls over financial reporting (SOX 404) related to external reporting and complex accounting areas.
• Support internal and external audits on technical accounting matters and financial statement reviews.
• Assist in preparing materials for the Audit Committee and Board of Directors on accounting policy matters, reporting updates, and emerging risks.

Leadership and Development

• Lead accounting policy and reporting projects and workstreams.
• Review analyses and deliverables; mentor a team of accounting professionals focused on policy and external reporting.
• Drive process improvements and maintain collaboration with various departments to streamline data collection and reporting.

Requirements

• 8-10 years of progressive accounting experience, including Big 4 Audit and direct SEC reporting and technical accounting research at a publicly traded company.
• Active CPA, CA, or equivalent certification required.
• Deep, current expertise in U.S. GAAP and SEC reporting rules and regulations (Forms 10-K, 10-Q, Reg S-X/S-K).
• Technical accounting experience in areas such as loan accounting, securitization, transfers & servicing, consolidation, revenue recognition, combined with relevant industry knowledge.
• Proven process for performing complex technical research and analysis from problem definition through financial statement impact.
• Experience with financial reporting systems (e.g., Workiva) preferred.
• Strong analytical, written and verbal communication, and interpersonal skills.
• Ability to articulate complex accounting concepts, write high-quality technical memos, and present to senior leadership and auditors.
• Excellent project management skills with ability to manage tight deadlines and complex processes.
• Self-starter with initiative, curiosity, and a focus on process improvement.
• Commitment to the organization's vision and values.

Compensation & Benefits

• Pay Grade: M
• Equity Grade: 10
• Base pay range for CA, WA, NY, NJ, CT: $185,000 - $245,000 per year
• Base pay range for all other U.S. states: $164,000 - $224,000 per year
• Total compensation package may include equity rewards, monthly stipends for health, wellness, and technology spending, and benefits.
• Benefits include 100% subsidized medical coverage, dental and vision for employees and dependents.
• Additional benefits: flexible spending wallets for technology, food, lifestyle needs, and family forming expenses; competitive vacation and holiday schedules; employee stock purchase plan.
• Visa sponsorship is not available for this position.

Location

• Remote-first position within the United States.
• Employees can work almost anywhere within their country of employment.
• Some roles may require occasional work from an assigned office depending on job responsibilities.

Additional Information

• The organization is committed to providing an inclusive interview experience and reasonable accommodations for candidates with disabilities.
• For U.S. positions potentially based in Los Angeles or San Francisco, qualified applicants with arrest and conviction records will be considered in accordance with local fair chance hiring ordinances.