SEC Reporting & Technical Accounting Manager

Current Employees of Happen Bank: Please apply via your internal Workday Account

Happen Bank(formerly LendingClub)is built around a simple purpose: to clear the way to help people turn intention into action and action intofinancial 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

What Youll 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 SEC reporting technical accounting public accounting or a related field and a bachelors 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 youre 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
San Francisco

The above locations are eligible offices for this locations have been determined to foster in-person collaboration with this roles team or the related business lines. We utilize a hybrid work model and our teams are in-office Tuesdays Wednesdays and -person attendance is essential for this roles success and remote placement will not be Bank offers relocation based on actual job level.

Time Zone Requirements
Local hours (PT)

While the position will primarily work local hours Happen Bank is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary.

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 00. 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 Banks 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).

Were creating new financial services solutions for our members based on fairness simplicity and heart and we treat our employees the same way. We offer a competitive benefits package that includes 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

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

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.