SEC Reporting Manager

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Plaid

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

🔌 API

💳 Fintech

🤝 B2B

API • Fintech • B2B

Plaid is a fintech company that provides developer APIs and a global financial data network to connect apps to users' bank accounts and financial institutions. Its product suite (Auth, Identity, Balance, Transactions, Investments, Liabilities, Enrich, Transfer, Signal, Protect, Move, and others) enables fast onboarding, bank payments, credit underwriting, fraud and AML prevention, and personal and business financial management. Plaid connects to 12,000+ financial institutions across 20 countries, supports over one million daily connections, and is used by many fintechs, banks, and marketplaces to build open finance experiences and real-time financial insights.

📋 Description

• Own the preparation of quarterly and annual financial statements under U.S. GAAP and SEC reporting requirements, including S-1, 10-K, and 10-Q filings • Lead close-to-reporting processes and ensure statements and supporting schedules reconcile to source records • Investigate and document variances and ensure 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 inputs, resolve issues, and improve reporting processes and data flows • Prepare or review journal entries and reconciliations for stock-based compensation, leases, and other complex areas • Research complex transactions and evaluate their accounting impact for U.S. GAAP compliance • Coordinate external audit requests, prepare supporting documentation, and ensure efficient completion of audit procedures • Identify and implement process, system, and AI-enabled improvements that increase reporting accuracy, efficiency, and scalability

🎯 Requirements

• Minimum 7 years of accounting experience • 2+ years at a Big Four audit firm • Progressive experience in SEC reporting at a public company • Strong knowledge of U.S. GAAP, SEC reporting requirements, and internal control frameworks • 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 • Ability to manage competing priorities in a fast-paced environment • Track record of driving change, improving processes, implementing systems, and scaling operations • Comfortable operating in fast-paced, ambiguous environments with a growth mindset • Exceptional written and verbal communication skills and ability to collaborate with technical and non-technical stakeholders • Preferred: experience supporting an S-1 filing and transition to public company reporting • Preferred: familiarity with public readiness or S-1 preparation • Preferred: proactive improvements using AI • Preferred: NetSuite experience

🏖️ Benefits

• Equity • Medical insurance • Dental insurance • Vision insurance • 401(k) • Comprehensive benefit plan