SEC Reporting & Technical Accounting Manager

About the role

As a SEC Reporting & Technical Accounting Manager, you'll play a key role in ensuring Happen Bank's financial reporting is accurate, timely, and compliant with U.S. GAAP and SEC reporting requirements. You'll apply technical accounting expertise to complex transactions, support the preparation of our external financial reporting, and partner across the business to deliver high-quality financial information while continuously improving processes and controls.

Responsibilities

• Prepare and review quarterly and annual SEC filings, including financial statements, footnotes & MD&AR
• Research complex accounting matters, prepare technical accounting memoranda, and document conclusions for significant or non-routine transactions
• Partner cross-functionally to evaluate the accounting implications of new products, strategic initiatives, financing transactions, and other business activities
• Monitor emerging accounting standards and SEC rulemaking, assess business impacts, and support the implementation of new accounting and disclosure requirements
• Continuously improve financial reporting processes, controls, and disclosure practices, including identifying opportunities to leverage AI and automation to improve efficiency while maintaining quality and compliance
• Support the annual external audit and quarterly review process by coordinating deliverables and responding to auditor requests
• Support the design, execution, and ongoing enhancement of internal controls over financial reporting (SOX) related to SEC reporting and technical accounting
• Complete special projects, including peer benchmarking, accounting research, disclosure enhancement initiatives, and other finance transformation efforts

Requirements

• 4+ years of experience in SEC reporting, technical accounting, public accounting, or a related field, and a bachelor's degree or higher, or equivalent combination of education and experience
• Strong knowledge of U.S. GAAP, SEC reporting requirements, and financial statement preparation
• Ability to independently manage multiple priorities, exercise sound judgment, and deliver high-quality work in a fast-paced environment
• Strong analytical and problem-solving skills with the ability to research complex accounting issues and communicate conclusions clearly
• Effective collaborator who builds strong relationships across Finance and business teams while adapting to changing priorities and feedback

Qualifications

• You actively look for ways AI can improve your work-from accelerating research and analysis to enhancing drafting and problem solving-and you're thoughtful about accuracy, data sensitivity, and where human judgment is essential
• You take ownership of your work and proactively identify opportunities to improve reporting processes, controls, and team effectiveness

Skills

• Nice to have: Active CPA license, Experience preparing SEC filings using Workiva, Advanced proficiency in Microsoft Excel, Experience within the banking or financial services industry

Benefits

While the position will primarily work local hours, Happen Bank is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Happen Bank offers relocation, based on actual job level. We are an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system.