SoFi · 15 hours ago
Staff Accountant II
San Francisco, CA
Full-time
Onsite
Entry Level
$67K/yr - $126K/yr
3+ years expSoFi is a next-generation financial services company and national bank focused on transforming personal finance. The Staff Accountant II role involves performing account reconciliations, assisting with close processes, and collaborating with cross-functional teams to improve accounting processes.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Perform daily, weekly, monthly detailed account reconciliations
Assist in the monthly and year-end close processes as well as assisting with year-end annual audit requests
Gain a working understanding of the SoFi systems and how transactions flow between systems and the general ledger and helping with securing the best independent support for the team
Collaborate with cross-functional teams within the finance, operations and engineering organizations to assist in researching reconciling items and clearing them in a timely manner as well as thinking through how to prevent those items from happening again
Work to streamline and improve the reconciliation processes including automation within the reconciliation tool
Analyze accounts, journal entries, subsidiary ledgers, and other accounting documents for accuracy and completeness in connection with reconciliations
Identify reconciliation issues and work with senior team members to come up with an effective execution approach
Prepare complete and easy to follow workpapers explaining issue, procedures and conclusion
Perform analytical review of the Balance Sheet and Income Statement
Prepare or assist in developing and preparing analytical and statistical reports to drive leadership decision making around reconciliations
Perform ad-hoc reports and analyses upon request in relation to reconciliations
Work closely with Bank Operations, Accounts Payable, and Treasury departments to ensure that transactions are recorded properly under U.S. GAAP
Qualification
Required
3+ years of Accounting experience
Bachelor's degree in Accounting, Finance or Business or equivalent
Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures
Strong organizational, analytical, mathematical, and project management skills
A forward-thinking and hands-on approach
A desire to learn
Proactive and self-driven with the ability to think creatively within a flexible environment
Strong knowledge of accounting theory and practice
Computer skills, including Excel, Word, and general ledger and reconciliation systems
Knowledge of balance sheets, income statements, and mathematical concepts such as fractions, percentages, and ratios
Preferred
Experience with Workday Financials
CPA certification is a plus
Audit experience
Prior work experience performing reconciliations and using a reconciliation system
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
1001-5000 employees
H1B Sponsorship
SoFi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Leadership Team
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
2026-01-22
2026-01-20
The Motley Fool
2026-01-17
Company data provided by crunchbase