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The Director of Strategic Finance will provide financial leadership and insights, facilitate forecasting, monitor performance, and manage team initiatives to drive growth in Checking & Savings and Credit Card business lines.
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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:
We are looking for a highly motivated and experienced Finance Business Partner to join our growing Strategic Finance team. Strategic Finance enables SoFi to develop and execute its growth strategy by driving financial visibility and accountability. As a key business partner you will provide financial leadership and strategic insights to two of SoFi's most critical and rapidly growing business lines: SoFi Checking & Savings and SoFi Credit Card. This role will also focus efforts on continued improvement within overall Finance processes, scalability, and automation.
What you’ll do:
- Facilitate annual and quarterly financial forecasting for SoFi's rapidly growing Checking & Savings and Credit Card businesses in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, risk and operations
- Be a strategic partner to the Checking & Savings and Credit Card teams to identify and monitor key performance indicators and develop actionable insights
- Enable the Checking & Savings and Credit Card teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
- Drive informed decision-making by developing and presenting cost-benefit analyses, quarterly forecasts, and key business updates to Executive Leadership
- Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
- Collaborate effectively with the Accounting department on complex accounting issues
- Manage a small team to meet ambitious goals effectively and in a timely manner
- Show up as a positive culture carrier aligned with our values, driving inclusiveness, belonging, and mentorship within and outside of Finance
What you’ll need:
- 12+ years of related experience, ideally in corporate finance, financial planning and analysis (FP&A), investment banking, investment management, or consulting
- Experience preparing and presenting information to key decision makers
- Excellent analytical, verbal, and written communication skills with rigorous attention to detail
- Expert financial modeling skills (complex formulas, effective lookups and the ability to build a financial model from scratch)
- Expert Proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides
- Experience with FP&A systems
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence, work ethic, a learning mindset, and a positive attitude
- Willingness to embrace unstructured environments and problems, and manipulate large data sets
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
- Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)
Nice to have:
- FP&A experience supporting the financial services industry is a strong plus
- Deep understanding of Credit Card Unit Economics and P&L dynamics
- Previous people management experience
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 embracing diversity. 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 [email protected].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.
Top Skills
Excel
Financial Planning And Analysis Systems
Google Docs
PowerPoint
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