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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:
Strategic Finance enables SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts.
What you’ll do:
- Facilitate annual and quarterly financial forecasting for SoFi's Member Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, and operations
- Act as day to day finance partner to the BU to identify and monitor key performance indicators and develop actionable insights
- Enable the cross-functional BU leadership teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
- Prepare quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
- Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade offs
- Work closely with Accounting and Corporate Finance to understand month-end close entries and allocations
What you’ll need:
- 5+ years of related experience, ideally in FP&A, private equity, investment banking or consulting
- A deep understanding of the P&L dynamics of consumer-facing financial services businesses is a big plus
- Experience preparing and presenting information to key decision makers
- Excellent verbal and written communication skills
- Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides
- SQL skills a plus
- Experience with financial planning systems a plus (i.e Adaptive, Host, Workday, etc.)
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence and a good attitude
- Willingness to embrace unstructured environments and problems
- Bachelor's degree in Economics, Finance, Accounting or a related field
Top Skills
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