Senior Technical Accounting & Reporting Lead

Tally; San Francisco (CA); Hybrid; USD 109,000 - 128,000; Full time

Benefits offered by this job

Relocation assistance

Medical, dental and vision insurance

401(k) match

Parental leave

Job summary

Happen Bank is seeking a Technical Accounting & Reporting Manager in San Francisco. You will ensure accurate, timely U.S. GAAP and SEC financial reporting, apply complex accounting knowledge, and collaborate across Finance and business teams to implement new requirements and enhance controls.

You will lead filings, research complex matters, and drive process improvements with a focus on accuracy and automation, while supporting audits and SOX controls in a hybrid, in-office setting.

Qualifications

• 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

Responsibilities

• 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 rulemaking, 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

Skills

Technical accounting

SEC reporting

GAAP knowledge

Cross-functional collaboration

Analytical skills

CPA license

Excel proficiency

Workiva experience

Education

Bachelor’s degree or higher

Tools

Workiva

Excel

Job description

Happen Bank is seeking a Technical Accounting & Reporting Manager in San Francisco. You will ensure accurate, timely U.S. GAAP and SEC financial reporting, apply complex accounting knowledge, and collaborate across Finance and business teams to implement new requirements and enhance controls.

You will lead filings, research complex matters, and drive process improvements with a focus on accuracy and automation, while supporting audits and SOX controls in a hybrid, in-office setting.