Senior Associate

Strategic Finance

Updated on 5/18/2023

Locations

Frisco, TX, USA • San Francisco, CA, USA • New York, NY...

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Marketing

SQL

Tableau

PowerPoint/Keynote/Slides

Communications

Word/Pages/Docs

Excel/Numbers/Sheets

Requirements

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 Host, Netsuite, Tableau, TM1, etc)
Collaborative working style and demonstrated ability to build solid 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 SoFi's key Checking and Savings initiatives in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, risk, and operations
Act as day to day finance partner to the BU 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 judgements 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 entries and to assist in accuracy of accruals and other financial treatments

Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation fintech company using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role

Strategic Finance enables SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on exceptional relationships and grounded in facts.

What you’ll do:

Facilitate annual and quarterly financial forecasting for SoFi’s key Checking and Savings initiatives in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, risk, and operations
Act as day to day finance partner to the BU 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 judgements 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 entries and to 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 Host, Netsuite, Tableau, TM1, etc)
Collaborative working style and demonstrated ability to build solid 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

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

1,001-5,000 employees

Website

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.