Wealthfront

Sr. Manager of Technical Accounting & SEC Reporting

Palo Alto, California, United States

Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries

Senior Manager of Technical Accounting & SEC Reporting

Employment Type: Full-time

Position Overview

We are seeking an experienced, driven, and detail-oriented accounting professional to join our growing Accounting team as the Senior Manager of Technical Accounting & SEC Reporting, reporting to the Senior Director of Accounting. This dual-role position is responsible for technical accounting research and policy development, while also overseeing the build-out of the Company’s SEC Reporting function. This includes oversight and preparation of the Company’s SEC filings, such as Forms 10-K, 10-Q, and 8-K.

The ideal candidate is intellectually curious, highly collaborative, and thrives in a fast-paced environment. This role will work cross-functionally with Legal, FP&A, Product, and external auditors to ensure technical accuracy, compliance, and operational excellence.

Technical Accounting Responsibilities

  • Serve as an internal subject matter expert on complex U.S. GAAP topics, including but not limited to:
    • Revenue recognition
    • Stock-based compensation
    • Fair value measurement (ASC 820)
    • CECL (ASC 326)
    • Loan accounting (ASC 310)
    • Consolidation (ASC 810)
    • Debt/equity instruments (ASC 470/480)
    • Business combinations (ASC 805)
  • Lead technical accounting research, including drafting accounting memos and whitepapers for significant or non-recurring transactions, new products or lines of business, and to account for updates to accounting standards/guidance.
  • Evaluate the impact of new accounting pronouncements and implement accounting policy updates accordingly.
  • Review contracts and proposed transactions for accounting implications in real-time, partnering with Legal and business stakeholders.
  • Support audit and internal controls, including maintaining documentation for SOX compliance.
  • Provide training to the accounting team and broader organization on technical accounting topics and policy changes.
  • Promote continuous learning and best practices in technical accounting.

SEC Reporting Responsibilities

  • Lead or assist in the preparation and review of all quarterly and annual SEC filings (10-K, 10-Q, 8-K, proxy statements), including the consolidated financial statements, MD&A, footnote disclosures, and GAAP checklists.
  • Assist in coordinating the review and approval of quarterly and annual SEC filings by relevant parties, including relevant committees, external auditors, and internal and external legal counsel.
  • Support external and internal reporting processes, including earnings releases, Board/Audit Committee presentations, and management reports.
  • Build the SEC Reporting calendar to ensure all teams across the Company and external partners are aligned with respect to committed deliverables and adherence to deadlines.
  • Ensure the accuracy, completeness, and timeliness of financial information reported in SEC filings.
  • Coordinate cross-functionally to gather necessary inputs for disclosures (e.g., from Legal, FP&A).
  • Oversee or assist with XBRL tagging of financial statements.
  • Monitor changes in SEC regulations and ensure compliance with evolving disclosure requirements.
  • Lead benchmarking and peer disclosure analysis to support best-in-class reporting.
  • Partner with external auditors during quarterly reviews and annual audits.

Qualifications

  • Bachelor’s or Master’s degree in Accounting or Finance.
  • CPA license required.
  • 7+ years of progressive accounting experience, including Big 4 public accounting (preferably national office, SEC services, or technical accounting groups) and/or public company experience.
  • Strong knowledge of U.S. GAAP and SEC regulations.
  • Experience writing technical accounting memos and implementing new accounting standards.
  • Demonstrated ownership of SEC reporting processes with strong project management skills.
  • Familiarity with SOX compliance and internal controls.
  • High attention to detail and analytical rigor with the ability to simplify complex accounting concepts.
  • Strong communication skills—written and verbal—with the ability to interact effectively at all levels of the organization.

Skills

Technical Accounting
SEC Reporting
U.S. GAAP
Revenue Recognition
Stock-based Compensation
Fair Value Measurement
CECL
Loan Accounting
Consolidation
Debt/Equity Instruments
Business Combinations
Accounting Memos
Accounting Policy
SOX Compliance
Financial Reporting

Wealthfront

Automated investment and wealth management services

About Wealthfront

Wealthfront provides financial services aimed at helping individuals grow their wealth through a digital platform. Its main offering is an automated investment platform that utilizes robo-advisors—algorithms that manage and invest client funds for long-term growth. This service is complemented by a high-yield cash account that offers a competitive 5.00% APY for short-term savings, provided through partner banks. Additionally, Wealthfront offers a diversified bond portfolio, allowing clients to earn dividends with tax advantages, and a platform for discovering and purchasing stocks to facilitate quick and strategic investment decisions. Unlike many traditional wealth management firms, Wealthfront focuses on automation and ease of use, making financial services accessible to a broader audience. The company's goal is to simplify wealth management and help clients maximize their financial potential.

Palo Alto, CaliforniaHeadquarters
2011Year Founded
$198.9MTotal Funding
SERIES_ECompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Free lunches, snacks, coffee
Receive 1:1 mentorship
Caltrain pass, an additional transportation stipend, and relocation bonuses
Monthly wellness reimbursement
Discretionary time off policy and offer 16 weeks of paid parental leave
Comprehensive medical, dental and vision coverage

Risks

Increased competition from robo-advisors and traditional institutions may erode market share.
Free wire transfers could increase operational costs without boosting revenue.
Expansion into stock trading faces competition from established platforms like Robinhood.

Differentiation

Wealthfront offers a high-yield cash account with industry-leading 5.00% APY.
The company provides a diversified bond portfolio with tax advantages and no maturity dates.
Wealthfront's automated investment platform uses award-winning algorithms for long-term wealth growth.

Upsides

Wealthfront's cash account now offers up to $8 million in FDIC insurance.
The company has reached $50 billion in client assets, indicating strong growth.
Increased demand for AI-driven financial advice aligns with Wealthfront's robo-advisor services.

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