Sr. Associate, Strategic Finance (Credit)
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 key Credit Card initiatives in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, and operations
- Act as day to day finance partner to the BUs 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 bookings, allocations, and assist in accuracy of accruals and other financial treatments
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 preferred
- Experience with financial planning systems a plus (i.e Adaptive, Host, Netsuite 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
- Time and project management skills
- Bachelor’s degree in Economics, Finance, Accounting or a related field
Why you’ll love working here:
- Competitive salary packages and bonuses
- Comprehensive medical, dental, vision and life insurance benefits
- Generous vacation and holidays
- Paid parental leave for eligible employees
- 401(k) and education on retirement planning
- Tuition reimbursement on approved programs
- Monthly contribution up to $200 to help you pay off your student loans
- Great health & well-being benefits including: telehealth parental support, subsidized gym program
To apply for this job please visit www.sofi.com.