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Senior Technical Accounting and Financial Reporting Associate

1 hour, 59 minutes ago
United States
Full-time
Mid Level
Financial Analyst
Finance and Accounting
NetSuite
Apply Now
Upstart

Upstart

Upstart Powered Loans: Personal, Car Refinance & Consolidation Through Upstart, apply online for a fast personal loan, auto refinancing, or debt consolidation. Try our quick rate check today with no impact to your credit! Founded by ex Googlers, Upstar...

Banks
1K-5K
Founded 2012
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Description

  • Assist in the preparation of SEC filings, including 10-K, 10-Q, 8-K, financial statements, footnote disclosures, disclosure checklists, and supporting documentation.
  • Maintain and update filings in the SEC reporting platform, including rollforwards, formatting, tie-outs, and XBRL support.
  • Prepare supporting schedules and ensure the completeness and accuracy of financial disclosures.
  • Perform industry benchmark studies and develop recommendations based on the results.
  • Support month-end and quarter-end close activities related to revenue recognition, stock-based compensation, internal-use software, and consolidation.
  • Partner with Accounting Operations to ensure proper accounting application and documentation.
  • Participate in the implementation of new accounting standards and SEC rules, and document their impact on Upstart’s financial statements.
  • Liaise with external auditors on annual audits, quarterly reviews, and special projects.
  • Perform recurring technical accounting analysis and document conclusions.
  • Assist in the design, implementation, and testing of controls over financial reporting.
  • Identify process improvement opportunities and support automation and reporting enhancements.
  • Participate in ad hoc research, projects, and initiatives.

Requirements

  • 3+ years of relevant experience, including a mix of SEC reporting, public accounting, and/or reporting for public companies.
  • Working knowledge of US GAAP and SEC reporting requirements.
  • Experience preparing or reviewing financial statements.
  • Ability to learn quickly, work independently, and adapt to change in a fast-paced environment.
  • Excellent oral and written communication skills with the ability to partner across cross-functional teams.
  • Strong analytical and quantitative skills.
  • Bachelor’s degree or higher in Accounting or a related field.
  • CPA or equivalent experience is preferred.
  • Experience in the financial services industry is preferred.
  • Experience designing and maintaining internal controls over financial reporting is preferred.
  • Experience with Workiva, NetSuite, and Intelligize is preferred.
  • Strong continuous improvement mindset with a focus on process optimization and innovation.
  • Ability to work on West Coast time zones is required.
  • Remote location within the U.S. is available for this role.

Benefits

  • Anticipated base salary range of $84,000 to $130,000 USD.
  • Target bonuses and annual equity compensation.
  • Generous benefits package including medical, dental, vision, and 401(k).
  • Upstart 401(k) matching of $2 for every $1 contributed, up to $15,000 per year.
  • Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees.
  • Affordable medical, dental, and vision coverage with multiple plan options, with Upstart covering 90% to 100% of costs depending on the plan.
  • Health Savings Account contributions for eligible plans.
  • Paid time off, sick and safe time, and company holidays.
  • Paid family and parental leave.
  • Employee Assistance Program with mental health support and life-centered resources.
  • Annual wellness allowance and annual productivity allowance.
  • Connection and community through team events, onsites, all-company updates, and employee resource groups.

Interested in this position?

Apply directly on the company website

Apply Now

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