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Strategic Finance Manager
Home Loans
Confirmed live in the last 24 hours
Locations
San Francisco, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Management
Marketing
PowerPoint/Keynote/Slides
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • 10+ years of experience, ideally in consumer lending, private equity, investment banking or consulting
  • 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
  • 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
Responsibilities
  • Facilitate annual and quarterly financial forecasting for lending products in partnership with Business Unit (BU) leaders and collaboration with stakeholders across marketing, credit, capital markets, pricing, product, and operations
  • Make decisions on if the firm should deviate from forecasted quarterly plan by weighing financial and strategic trade offs
  • Work with key cross functional stakeholders and FP&A team to create and communicate regular guidance on forward looking financial performance
  • Enable the BU, marketing, credit, capital markets, pricing, product, and operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to volume, revenue, and variable profit
  • In partnership with the data team, identify and monitor key performance metrics and develop actionable insights
  • Prepare internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
SoFi

1,001-5,000 employees

Lender and financial services provider
Company Overview
SoFi’s mission is to help people reach financial independence to realize their ambitions.
Benefits
  • You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.
  • Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.
  • Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.
Company Core Values
  • Put our members’ interests first.
  • Run after problems.
  • Embrace diversity. Everyone should feel welcome, included and able to contribute.
  • Get to the truth and make principle-based decisions.
  • Make your footprint bigger than your foot.
  • Do the right thing. If you’re not sure, do the harder thing.
  • Set ambitious goals, be gritty, be accountable.
  • Take care of other people and help them grow.
  • Iterate, learn, innovate.
  • Be SoFi missionaries.
  • …and don’t forget to smile.