Senior SEC Reporting & Compliance Lead

Plaid Inc; United States; Remote; USD 120,000 - 190,000; Full time

Job summary

Plaid is seeking an SEC Reporting Manager to support readiness efforts, assist with annual audits and quarterly reviews, and partner cross-functionally to implement scalable reporting processes. You will oversee quarterly and annual financial statements in U.S.

GAAP, coordinate with auditors, manage journal entries for stock-based compensation and other complex areas, and drive improvements using AI-enabled processes.

Qualifications

• Minimum of 7 years accounting experience, including 2+ years at a big 4 audit firm and progressive experience in SEC reporting at a public company.
• Strong knowledge of U.S. GAAP, SEC reporting requirements, and internal control frameworks.
• Demonstrated ability to research and resolve complex technical accounting issues.
• Exceptional attention to detail and commitment to quality and accuracy.
• Strong project management, organizational, and problem-solving skills, with the ability to thrive in a fast-paced environment and manage competing priorities.

Responsibilities

• Own the preparation of quarterly and annual financial statements in accordance with U.S. GAAP and applicable SEC reporting requirements, including S-1, 10-K, and 10-Q filings.
• Lead close-to-reporting processes, ensuring financial statements and supporting schedules reconcile to source records, variances are understood and documented, and reporting processes are accurate and repeatable.
• Support XBRL tagging and regulatory reporting requirements.
• Partner with Accounting, FP&A, Tax, Legal, and Investor Relations to align reporting inputs, resolve issues, and improve end-to-end reporting processes and data flows.
• Prepare or review journal entries and reconciliations related to stock-based compensation, leases, and other complex areas.
• Evaluate the accounting impact of complex transactions through research to ensure accurate reporting in compliance with U.S. GAAP.
• Serve as a key point of contact with external auditors, coordinating audit requests, preparing supporting documentation, and ensuring efficient completion of audit procedures.
• Identify and implement process, system, and AI-enabled improvements that increase reporting accuracy, efficiency, and scalability.

Skills

SEC reporting

U.S. GAAP knowledge

Research & issue resolution

Project management

Attention to detail

Communication skills

Education

Bachelor's degree in Accounting or related field

Tools

NetSuite

Job description

Plaid is seeking an SEC Reporting Manager to support readiness efforts, assist with annual audits and quarterly reviews, and partner cross-functionally to implement scalable reporting processes. You will oversee quarterly and annual financial statements in U.S.

GAAP, coordinate with auditors, manage journal entries for stock-based compensation and other complex areas, and drive improvements using AI-enabled processes.