SEC Reporting Manager, Oportun

$81.8-130.9k

The compensation range listed in this posting reflects only the base salary for this position and does not include other compensation elements. Salary dependent on location

Senior level

Remote from US

Digital banking & loan platform

Job no longer available

Digital banking & loan platform

1001+ employees

FintechB2CArtificial IntelligencePersonal financeLendingFinancial Services

Job no longer available

$81.8-130.9k

The compensation range listed in this posting reflects only the base salary for this position and does not include other compensation elements. Salary dependent on location

Senior level

Remote from US

1001+ employees

FintechB2CArtificial IntelligencePersonal financeLendingFinancial Services

Company mission

To help people across the United States create a brighter financial future.

Job

Company

Role

Who you are

Bachelor's degree in Accounting or Finance (or Master’s degree and equivalent combination of education and experience)
CPA certification
Minimum of 4 years of experience in a Big 4 accounting firm, with a focus on SEC reporting
Minimum of 5 years experience is required, with 3 years of experience is in a Big 4 accounting firm, with a focus on SEC reporting
Strong knowledge of U.S. GAAP and SEC reporting requirements
Experience in preparing and reviewing SEC filings (10-Ks, 10-Qs, 8-Ks)
Solid understanding of SOX compliance and internal controls
Excellent analytical, problem-solving, and critical-thinking skills
Attention to detail with a high level of accuracy and consistency in preparing work
Effective communication and interpersonal skills
Detail-oriented with a strong commitment to accuracy and meeting deadlines
Proven leadership and team management capabilities
Prior experience in a managerial or supervisory role
Familiarity with XBRL tagging and reporting
Proficiency in financial reporting software and tools

What the job involves

Prepare and review quarterly and annual SEC filings, including
10-Ks, 10-Qs, and 8-Ks, ensuring compliance with SEC regulations and
Generally Accepted Accounting Principles (GAAP)
Lead the preparation, review, and analysis of financial statements, footnotes, and management's discussion and analysis (MD&A) sections for SEC filings
Stay current with evolving accounting standards and assess their impact on financial reporting. Provide guidance on complex accounting issues as they arise
Maintain and enhance internal controls related to financial reporting processes, ensuring compliance with the Sarbanes-Oxley Act (SOX)
Act as the primary point of contact for external auditors during the annual financial statement audit process. Provide requested documentation and support
Collaborate with various teams, including legal, tax, investor relations, and other departments, to gather required information, ensure accurate financial disclosures and to execute on cross-functional deliverables
Conduct research and analysis of financial data,
Industry trends, and peer company disclosures to ensure the accuracy and
Completeness of financial reports
Lead and mentor a team of accounting professionals, providing guidance, training, and opportunities for their professional growth
Process Improvement: Continuously identify opportunities for process
Improvement and automation to streamline financial reporting processes

Our take

Oportun is an AI-powered digital banking platform that makes financial health effortless for anyone. Following the company’s acquisition of former competitor Digit, it has expanded its services to offer a wider range of bank features – providing personal loans, credit cards, saving accounts, and an investment app.

Many struggle with the paradox of “you have to have credit to build credit”, as legacy banking systems tend to give those beginning their credit journeys a bad deal. Capitalizing on the growth in popularity of mobile banking apps, Oportun provides affordable and accessible financial services to those already using mobile banking apps.

While Oportun faces a number of strong market competitors, it has served millions of customers and facilitated billions in credit and savings - demonstrating that it is a force to be reckoned with. It has also raised considerable funding that will support its further development.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

7% employee growth in 12 months

Glassdoor (3.6)

Trustpilot (4.8)

Company

Funding (last 2 of 5 rounds)

Sep 2019

$27.5m

SERIES C

Jun 2016

$22.5m

SERIES B

Total funding: $66.3m

Company benefits

Paid time off
Bonus and incentive programs
Comprehensive healthcare packages, including medical, dental, vision, and flexible spending accounts (FSA)
Remote work options for many of our positions
Virtual coffee chats, holiday parties, and events

Company HQ

San Carlos, CA

Leadership

Raul Vazquez

(CEO)

Former EVP of Walmart. They are a Member of the Board of Directors at Intuit.

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