Sr. Technical & SEC Reporting Accountant

At Personalis, we are transforming the active management of cancer through breakthrough personalized testing. We aim to drive a new paradigm for cancer management, guiding care from biopsy through the life of the patient. Our highly sensitive assays combine tumor-and-normal profiling with proprietary algorithms to deliver advanced insights even as cancer evolves over time. Our products are designed to detect minimal residual disease (MRD) and recurrence at the earliest timepoints, enable selection of targeted therapies based on ultra-comprehensive genomic profiling, and enhance biomarker strategy for drug development. Personalis is based in Fremont, California.

Summary:

This is a Senior Accountant position within the Technical Accounting and SEC Reporting team at Personalis. The team has four primary functions: technical accounting, review of revenue contracts, SEC reporting, and equity administration. You will work directly with the Director of Technical Accounting & SEC Reporting on technical accounting projects, including revenue (ASC 606), equity compensation (ASC 718), and leases (ASC 842) accounting. You will administer stock plans at Personalis, which involve stock options, RSUs, and an ESPP plan. You will prepare public filings, including the 10-K, quarterly 10-Qs, and the proxy statement. As needed, you will also help with other ad hoc projects and tasks as the Company grows. This position reports to the Director of Technical Accounting & SEC Reporting and will be located at our headquarters in Fremont, CA. This is a regular, full-time position.

Days onsite: Monday and Tuesday

Responsibilities:

• Technical Accounting
  
  
  
  • Work with the business and others in the accounting organization to identify, resolve and document complex accounting issues and transactions. The areas of exposure will be broad including revenue, investments, debt, fair value measurements, leases, equity, and other complex or non-routine transactions.
  
  
  • Lead the evaluation and adoption of accounting standard updates.
  
  
  • Prepare accounting memos and supporting files, documenting the Company’s application of accounting guidance to specific transactions.
  
  
  • Help in preparing support for and managing the year-end audit and quarterly reviews with external auditors.
  
  
  • Lead training for members of the accounting team as necessary.
  
  
  • Assist in the monthly close process.
  
  
  • Work with Internal Audit or external service provider to ensure compliance with internal controls. Ensure that the required action plans are defined and implemented in a timely manner to minimize the level of deficiencies.
  
  


• SEC Reporting
  
  
  
  • Prepare the Company’s financial reports on Forms 10-Q and 10-K and other SEC filings, including gathering and consolidating information related to required disclosures, preparing various footnotes and other disclosures, including MD&A, coordinating the preparation of backup documentation, and reviewing filings for compliance with GAAP disclosure requirements.
  
  
  • Prepare the Consolidated Statement of Cash Flows in accordance with ASC 230
  
  
  • Plan for the filings, such as preparing 10-Q/K shells, calendars, confirmation emails, process checklists, disclosure checklists, etc.
  
  
  • Resolve feedback on 10-Q/K’s received from various individuals both inside the Company and outside, such as the external auditors.
  
  
  • Prepare and review the XBRL tagging for Forms 10-Q and 10-K.
  
  
  • Assist with GAAP and SEC research as necessary.
  
  
  • Assist with the year-end audit and quarterly reviews process with the external auditors.
  
  
  • Prepare the proxy statement.
  
  


• Equity Administration
  
  
  
  • Administer equity transactions as needed, such as new stock awards, stock option exercises, RSU releases, and ESPP purchases.
  
  
  • Reconcile equity transactions in Equity Edge with the Company’s HR and transfer agent records.
  
  

Requirements:

• Bachelor’s degree in accounting or related field.


• Minimum 5+ years of total experience in an accounting role with exposure to SEC filings, ideally with a minimum 3 years of experience at a public accounting firm (Big 4) plus 2+ years industry experience.


• Experience in US GAAP technical accounting research.


• Word, Excel, and PowerPoint proficiency required.


• Excellent interpersonal skills, effective presentation, and communication skills.


• Ability to work independently.


• Desire to collaborate with various folks across the organization.


• Ability to manage multiple responsibilities and to meet tight deadlines.


• CPA is a plus.


• Experience using ActiveDisclosure (SEC Reporting) and Equity Edge (equity administration) is a plus.

The hiring range for this position is $100,000 to $135,000 per year, which may factor in various geographic regions. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. Our full-time regular positions also include an annual performance-based bonus (or a sales incentive plan) and long-term incentive units (equity) provided as part of our compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Personalis is an equal opportunity employer and is committed to the full inclusion of all individuals. As part of this commitment, Personalis will ensure that persons with disabilities are provided with reasonable accommodations. If you need an accommodation to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your recruiter know, if/when they contact you.

Personalis is an Equal Opportunity Employer/Minorities/Females/Veterans/Disabilities. Personalis offers a competitive compensation package and benefits including medical, dental, vision, 401(k) match, ESPP, tuition reimbursement, sick/vacation time, commuter benefits/ EV charging stations, onsite gym, and wellness benefits. (For US only, benefits in other countries may vary.)

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