We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

About The Team

The Financial Reporting and Technical Accounting team is responsible for delivering accurate, timely, and transparent financial reporting, and for providing technical accounting guidance over complex transactions.

Team Mission: We drive operational excellence, enable financial transparency, and support Plaid’s growth through accurate reporting, strong controls, and scalable, AI-enabled processes.

Role Description

As a SEC Reporting Manager, you will support SEC reporting readiness efforts, including assisting with annual audits and quarterly reviews. This role will have operational responsibilities, partnering cross-functionally to implement scalable processes and support accurate and timely accounting and reporting. This role will also support complex accounting areas and perform technical accounting research to ensure compliance with U.S. GAAP.

Responsibilities

• Own the preparation of quarterly and annual financial statements in accordance with U.S. GAAP and applicable SEC reporting requirements, including S-1, 10-K, and 10-Q filings.

• Lead close-to-reporting processes, ensuring financial statements and supporting schedules reconcile to source records, variances are understood and documented, and 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 reporting inputs, resolve issues, and improve end-to-end reporting processes and data flows.

• Prepare or review journal entries and reconciliations related to stock-based compensation, leases, and other complex areas.

• Evaluate the accounting impact of complex transactions through research to ensure accurate reporting in compliance with U.S. GAAP.

• Serve as a key point of contact with external auditors, coordinating audit requests, preparing supporting documentation, and ensuring efficient completion of audit procedures.

• Identify and implement process, system, and AI-enabled improvements that increase reporting accuracy, efficiency, and scalability.

Qualifications

• Minimum of 7 years accounting experience, including 2+ years at a big 4 audit firm and progressive experience in SEC reporting at a public company.

• Strong knowledge of U.S. GAAP, SEC reporting requirements, and internal control frameworks.

• Demonstrated 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, with the ability to thrive in a fast-paced environment and manage competing priorities.

• Proven 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, able to collaborate with both technical and non-technical stakeholders.

Preferred Qualifications

• Experience supporting an S-1 filing and transition to public company reporting

• Familiarity with public readiness or S-1 preparation.

• Proactive mindset with a track record of driving thoughtful improvements using AI

• NetSuite experience.

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.

Please review our Candidate Privacy Notice here.

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.