Senior Financial Reporting & Technical Accountant

Self Financial is a venture-backed high-growth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings.

Were looking for people who share our passion and are driven to tackle challenges find solutions and make the financial space better for the communities we serve.

Our team is passionate about challenging the status quo of the credit industry by providing people accessible tools to take control of their credit. Executing on our mission requires deep collaboration across our teams to ensure our products reach the people who can benefit from them the most particularly the 100 million Americans who have no or low credit.

We celebrate diversity and are committed to creating an inclusive environment for all employees. To that end we seek to recruit develop and retain the most talented people from a diverse candidate pool.

Position Overview

We are seeking a technically-minded accounting professional to lead revenue accounting and assist with technical accounting matters within our growing fintech organization. This is a specialized role focused on revenue recognition under ASC 606 complex technical accounting research and memo drafting equity and stock-based compensation accounting and financial reporting in compliance with U.S. GAAP. The role partners closely with FP&A Legal Product and external auditors to ensure accurate accounting for new products contracts and strategic initiatives as the company scales.

This is not a generalist staff accountant role. The ideal candidate brings public accounting experience hands-on revenue recognition expertise and the ability to independently research and document complex technical accounting positions. This role will report to the Financial Reporting & Technical Accounting Manager.

Key Responsibilities

Technical Accounting

• Assist with research draft and maintain technical accounting memos covering revenue recognition leases (ASC 842) stock-based compensation (ASC 718) debt and other complex topics
• Assist with implementation of new accounting standards and pronouncements including impact assessments and policy updates
• Assist with equity and stock-based compensation accounting including coordination with Carta for cap table data expense calculations and disclosures

Financial Reporting

• Assist in preparation and review of monthly quarterly and annual financial statements in accordance with U.S. GAAP
• Assist withfinancial reporting workflows and documentation within Workiva including footnote disclosures and supporting workpapers
• Partner with external auditors on technical accounting matters revenue testing and audit deliverables

Systems Data & Cross-Functional Partnership

• Utilize SQL and data analysis tools to query large transactional datasets in support of revenue accounting contract analytics and financial reporting
• Partner cross-functionally with FP&A Product Legal and Operations to evaluate the accounting impact of new product launches pricing changes and contract structures
• Support procurement and expense accounting workflows through Coupa where they intersect with technical accounting matters
• Drive automation and process improvements across revenue accounting technical accounting documentation and financial reporting workflows
• Assist with maintaining the accuracy and integrity of the general ledger and related financial reporting processes
• Partner with the GL team to ensure timely and accurate completion of monthly quarterly and annual close procedures

Required Qualifications

• Bachelors degree in accounting required
• CPA strongly preferred or active CPA candidate with completion expected within 12 months
• 6 years of progressive accounting experience with public accounting experience (Big 4 or large regional firm) strongly preferred
• Demonstrated hands-on experience applying ASC 606 (revenue recognition) in a technology fintech or SaaS environment
• experience drafting technical accounting memos and conducting independent accounting research
• Working knowledge of ASC 842 (leases) and ASC 718 (stock-based compensation)
• Proficiency with SQL for querying transactional data
• Advanced Excel skills (pivot tables complex lookups large-dataset modeling)

Preferred Qualifications

• Experience supporting an IPO readiness program S-1 process or SEC reporting
• Hands-on experience with Workiva for financial reporting
• Hands-on experience with Carta for equity administration and stock-based compensation accounting
• Experience with FloQast Coupa or NetSuite in a technical accounting or revenue context
• Prior experience in a high-growth fintech or consumer financial services company
• A technical accounting specialist who can independently research conclude on and document complex accounting issues
• Strong written communication skills - the ability to translate technical accounting conclusions into clear audit-ready memos
• Comfort operating in ambiguity and driving conclusions on novel transactions
• Intellectual curiosity and a desire to stay current on evolving GAAP and SEC guidance
• Strong cross-functional partnership skills particularly with non-accounting stakeholders

Base salary range: $100000 - $120000 annually. Individual pay is based on factors unique to each candidate including skill set experience and other job-related reasons.

We have the compensation and benefits you expect. But theres one thing that Self Financial can offer that many companies cannot: we can positively change the world while making a profit. We are a team of Builders empowering our customers to build their dreams. We have a Do the Right Thing ethos in all that we do and we hope you value that approach too.

Our perks include:

• Company equity in the form of Stock Options
• Performance-based bonuses
• Generous employer-paid health vision and dental insurance coverage
• Flexible vacation policy
• Educational assistance
• Free gym membership
• Casual dress code
• Team building events and activities
• Remote work arrangements/ flexible work schedule
• Paid parental leave

Self Financial requires all employees hired to successfully pass a background check.

We are an Equal Opportunity Employer.

At this time we are only able to consider applicants who are U.S. Citizens or Green Card Holders for employment opportunities. We appreciate your understanding.