Technical Accounting & Reporting Manager

LendingClub; San Francisco (CA); Hybrid; USD 128,000 - 140,000; Full time

Benefits offered by this job

Medical, dental & vision plans

401(k) match

Parental leave

Job summary

Happen Bank is seeking a Technical Accounting & Reporting Manager to ensure accurate, timely financial reporting in line with U.S. GAAP and SEC requirements. You will prepare external reports and collaborate across the business to deliver high-quality financial information.

You will lead SEC filings, research complex accounting matters, and drive process improvements including AI and automation while maintaining strong controls and accuracy.

Qualifications

• 4+ years of experience in technical accounting, SEC reporting, public accounting, or related field.
• Strong knowledge of U.S. GAAP and SEC reporting requirements.
• Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.

Responsibilities

• Prepare and review quarterly and annual SEC filings, including financial statements, footnotes & MD&A.
• Research complex accounting matters and document conclusions.
• Partner with finance and business teams on accounting implications of new products and initiatives.
• Monitor emerging accounting standards and SEC rulemaking and assess impacts.
• Improve reporting processes and controls, including opportunities to leverage AI and automation.
• Support external audit and internal control over financial reporting (SOX) activities.
• Complete special projects and finance transformation initiatives.

Skills

US GAAP

SEC reporting

Analytical skills

Cross-functional collaboration

AI & automation in finance

Time management

Education

Bachelor's degree or higher

Tools

Workiva

Microsoft Excel

Job description

Current Employees of Happen Bank: Happen Bank (formerly LendingClub) 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.

About the Role

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.

What You'll Do

• 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

About You

• 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

Nice to Have

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

Work Location

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 business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role’s success, and remote placement will not be considered.

Travel Requirements

As needed travel to Happen Bank offices and/or other locations, as needed.

Compensation

The target base salary range for this position is 128,000-140,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of Happen Bank's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We’re creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way.

Benefits

• medical, dental and vision plans for employees and their families
• 401(k) match
• health and wellness programs
• flexible time off policies for salaried employees
• up to 16 weeks paid parental leave
• and more

#LI-Hybrid #LI-JH1

Equal Opportunity

Happen Bank is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at [e-mail].

Notice on AI Tool Use

For select roles and locations, candidate interviews may be recorded, transcribed and summarized by tools such as artificial intelligence (AI) to assist our hiring managers with the application process. You will have the opportunity to opt out of recording, transcription, and summarization prior to any scheduled interviews. We will not discriminate against you if you choose to opt out. During the interview, we will collect the following categories of personal information from or about you: contact information, identifiers, professional and employment-related information, sensory information (audio/video recording), and any other categories of personal information you choose to share with us. We will use this information to evaluate your application for employment. We will only share your interview, transcription, or summary with persons whose expertise or technology is necessary to process your application, evaluate your fitness for a position, and administer or support the tool. We will not sell your personal information or disclose it to any third party for their marketing purposes. For more information about how we will handle your personal information, please refer to our Privacy Disclosure. We will delete any recording of your interview promptly but in no event later than 30 days after making a hiring decision.

Happen Bank (formerly LendingClub) 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.

To learn more visit us at happen.com Please review Happen Bank Work-related Privacy Disclosure.