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