Strategic Finance Senior Associate

  • Full Time
  • Remote
  • Mid 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.

This individual will be a key resource in supporting the Operations, Engineering and Risk functions across all products at SoFi.  The candidate will work closely with the Strategic Finance Leads, as well as various executives and management, to drive financial planning, reporting and analysis.  Additionally, the candidate will be responsible for developing relevant/timely key financial and operational metrics/reporting to help drive decision making.

The ideal candidate must possess strong communication/presentation skills and demonstrate the ability to work effectively with various operational partners. The candidate must be proficient in Excel with strong analytical skills and attention to detail.

What you’ll do:

  • Drive the optimization of financial reporting and analysis across Operations, Engineering and Risk
  • Drive Monthly / Quarterly Close process for Operations, Engineering and Risk
  • Support Financial Quarterly / Annual Forecast
  • Financial Analysis: Provide detailed analysis to support key decisions in Operations, Engineering and Risk. Collect and analyze data to determine costs of business activities and processes.
  • Process Design & Improvement: Support the design of new processes to improve the quality and deeper analysis of Operations

What you’ll need:

  • 3-5 years of financial services experience, ideally in Corporate Finance, Investment Banking, or Consulting
  • A deep understanding of financial reporting and P&L management
  • Experience preparing and presenting information to key decision-makers
  • Strong communication (verbal and written), presentation, and relationship-building skills
  • Advanced proficiency in Excel, PowerPoint and Google Docs/Sheets/Slides
  • 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 Business, Finance, Accounting or or a related field
  • Analytical thinker with the ability to summarize financial data into clear and concise recommendations for strategic decision support
  • Results-oriented and able to roll-up sleeves to accomplish tasks
  • Able to work in a fast paced, high-growth environment

Nice to have:

  • Financial Planning System experience (i.e. Planful, Anaplan, Adaptive, IBM, etc.)
  • Headcount planning experience
  • SQL experience
  • NetSuite Experience

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

*These benefits are only applicable to full time employees

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