• Managing the full accounting cycle for U.S.-based clients, including reconciliations, month-end close, and financial reporting • Serving as the main accounting point of contact for client stakeholders, ensuring clear communication and timely delivery of results • Applying startup accounting principles to balance best practices with resource constraints and evolving priorities • Making financial judgments in dynamic, less structured environments while maintaining accuracy and compliance • Integrating and optimizing external applications with QuickBooks Online to streamline accounting operations • Overseeing accounts payable/receivable, expense management, and vendor/client interactions • Leveraging tools such as QuickBooks Online, Slack, Google Sheets, Google Docs, Zoom, and Google Drive daily, with the opportunity to work with Rippling, Brex, Bill.com, ClickUp, Gusto, and Ramp • Staying current on emerging technologies and AI applications that can enhance accounting efficiency

• Lead, coach, and develop a team of accounting professionals, including performance reviews, training, and team-building initiatives • Oversee the month-end close process, ensuring accuracy and adherence to tight deadlines • Direct and continuously enhance HOA accounting processes, driving efficiency and operational effectiveness • Partner with peer managers to ensure consistency and alignment across the department • Prepare and deliver financial reporting and analysis to internal stakeholders, including Corporate Accounting and senior leadership • Support system conversions and ongoing general ledger (GL) operations • Participate in and lead special projects and initiatives as assigned • Coordinate and consolidate information for external HOA audits • Manage budgeting and forecasting activities • Operate with a high level of autonomy while proactively keeping leadership informed of key developments and risks • Influence both property-level (resort) and corporate-level financial operations and decision-making

Role Description As a Senior Manager, Accounting Solutions, you own the strategy and operating model for our bookkeeping service, and shape what it becomes. This is not a role to maintain the status quo; our service division is growing quickly, the tooling landscape is changing fast, and we are betting on AI and automation to fundamentally reshape how bookkeeping work gets delivered. You will lean into that change, reimagine how the function operates, and bring a high-performing team through a period of rapid evolution. You set the vision for scalable, technology-enabled service delivery, make deliberate bets on where to automate and where to invest in people, and translate an ambiguous, shifting environment into clear direction for your team. You partner across product, fintech, strategy and operations, and go-to-market to align our accounting solutions with where the business and the market are heading — not just where they are today. Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success. What you do Each Day - Own the strategic roadmap for bookkeeping services to anticipate customer needs and market shifts rather than reacting to them. - Reimagine how bookkeeping work is delivered by identifying where AI, automation, and tooling can step-change quality, speed, and scale. - Build the operating model for efficient, scalable service delivery, including month-end close, reconciliation, and quality control. - Lead, mentor, and grow a high-performing team of bookkeeping professionals while building the adaptability to thrive amid evolving tools. - Define and monitor the KPIs that matter for service quality, efficiency, and customer satisfaction to drive data-informed decisions. - Partner cross-functionally with product, marketing, and fintech teams to refine and expand our accounting solutions. - Leverage the collective knowledge of your team to support the resolution of complex accounting matters, ensuring compliance and accuracy. Qualifications - 8+ years leading operations, preferably in service-division environments focused on bookkeeping or similar. - Experience managing teams of 25+, including remote teams, with demonstrated ability to scale and re-shape large service operations. - Strong leadership skills with a proven history of developing teams in a dynamic, growth-oriented environment. - Demonstrated tracking using technology, automation, or AI to fundamentally improve how work gets done at scale. - Proven experience driving team efficiency or output quality through the strategic use of AI tools and automation. - Working understanding of bookkeeping services sufficient to guide sound process design and high-quality delivery. - Bachelor’s degree in Business Administration, Accounting, Finance, or equivalent work experience. What Will Help You Succeed - Hands-on experience deploying AI or automation tooling within an operational or service-delivery context. - Experience working with home services professionals, contractors, or similar industry segments. - Strong analytical skills with a focus on operational efficiency and data integrity. - Knowledge of industry best practices in accounting systems and technology or related industries. - CPA or EA certification is a plus. - A multi-dimensional background with a breadth of cross-functional interests or depth of specialized mastery. - Personal resilience to learn from scratch, and successfully thrive in ambiguity. Location Dependent Information This role is open to candidates and the expected salary range for this role is $96,000-$120,000. The specific salary for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This role is also eligible to participate in Housecall Pro’s equity plan and the following benefits: health care insurance (medical, dental, vision, disability), employee assistance program, 401(K), flexible time off, paid parental leave, tech reimbursement, and other company benefits. Housecall Pro is growing fast and we’re scaling our team to help enable and accelerate our growth. Company Description Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service. - Housecall Pro’s brand portfolio includes Business Coaching by Housecall Pro, a business coaching solution for home services businesses. - Our brands are united by a singular mission to champion our Pros to success. - We support more than 50,000 businesses and have over 2,000 ambitious, mission-driven, genuinely fun-loving teammates across the globe. - If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we’d love to hear from you. Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law.

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Director of SEC Reporting is a finance leader responsible for driving the preparation and filing of SEC reports while ensuring compliance with U.S. GAAP, SEC regulations, and internal control requirements. This role serves as a subject matter expert on complex reporting issues. This position will report to the Director of Financial Reporting and Policy within the Controllership team. The position requires a high level of collaboration, working cross-functionally with Controllership, Finance, Legal, Investor Relations, the Business and external partners (auditors) to support accurate, timely, and compliant reporting. ​The candidate will combine this with exceptional soft skills necessary to be successful in this role including: being able to manage through ambiguity; executing against tight deadlines; maintaining strong relationships with finance and business partners; and able to manage multiple deliverables simultaneously. The ideal candidate should have a strong foundation in SEC reporting and technical accounting, as well as analytical and problem-solving skills. A key priority for this role will be driving the modernization of our financial reporting ecosystem. As a leader in a fast-paced fintech environment, the Director will be expected to champion the adoption of automation, data-lineage tools, and AI-driven capabilities. You will look beyond legacy spreadsheet processes to streamline the reporting lifecycle, accelerate the close-to-report timeline, and enhance disclosure quality through technology. SoFi’s fast pace of growth provides career development (e.g., work directly with senior and executive management) and learning opportunities (e.g., automation, process improvements, and breadth of products/transactions) considering the role's enterprise-wide exposure. What you’ll do: - Lead the preparation and filing of all quarterly (10-Q) and annual (10-K) reports and assist in the preparation and review of 8-Ks and other SEC filings as needed - Coordinate with the Legal and Investor Relations departments on preparation of of SEC Filings including 8-K and Proxy Statements - Drive the review and continuous improvement of disclosures - leveraging automation/AI - to ensure clarity, accuracy, and compliance with SEC requirements and evolving guidance - Manage audit requests with auditors during reviews and audits - Collaborate with the business and various departments across finance to ensure appropriate accounting and reporting treatment for complex transactions and new and evolving products - Perform technical accounting research and documentation on specific accounting issues - Communicate and explain accounting issues and evolving accounting guidance to senior management - Develop and deliver relevant training to the business and controllership - Monitor, evaluate and implement new accounting standards released by the SEC and FASB, as well as other regulatory rules. - Build, mentor, and lead a high-performing team while remaining hands-on in critical areas, especially during reporting cycles - Participate in or lead special projects and ad-hoc reporting as needed What you’ll need: - Bachelor’s degree or equivalent experience in a related field - Certified Public Accountant (CPA) or equivalent - 10+ years of relevant accounting/financial reporting experience in public accounting and publicly traded companies - 5+ year experience within SEC reporting at a listed SEC registrant - Deep understanding of US GAAP, SEC regulation and related experience with technical accounting research and application - Experience in financial services and/or technology industries - High initiative and a self-starter who operates with a sense of urgency, has a founder’s mentality, and is highly process-driven and detail-oriented - Ability to handle reporting and project work in a fast-paced environment, while paying specific attention to detail - Experience with SEC reporting software (Workiva) - Strong oral and written communication skills and the ability to influence - Ability to tailor communication and key messages to the audience Nice to have: - Master of Accounting - Experience in accounting policy and/or regulatory reporting - Experience with Workday ERP Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.