Sr. Associate, Strategic Finance (Credit)

  • Full Time
  • CA-San Francisco, NY-New York City
  • Junior Level

Website SoFi SoFi

Shape a brighter financial future with us!

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

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