Full-Time

Associate – Finance

Posted on 1/22/2025

SoFi

SoFi

1,001-5,000 employees

Offers diverse personal finance solutions

Fintech
Financial Services

Entry

San Francisco, CA, USA

Must be available to work in the San Francisco HQ office 4 days a week.

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor’s or Master's/MBA degree in Finance, Economics, Accounting, or a related field, with availability to start by Summer 2025
  • Have no more than 12 months of professional full-time work experience (excluding internships and research assistant roles)
  • Must be willing to relocate to San Francisco Bay Area and be available to work in the San Francisco HQ office 4 days a week
  • Must be attending a US-based university for positions in the US
  • Able to obtain work authorization in the US in 2025
  • Interest in the FinTech industry and/or Banking, Finance, Accounting
  • Ability to work across multiple projects and transition from task to task as needed
  • Comfortable with G-suite and/or Microsoft Office (specifically Excel and Google Sheets) and working with large data sets
  • Fast learner, intellectually curious, goal oriented
  • Strong oral and written communication skills
  • Strong social and leadership skills
Responsibilities
  • Working both independently and in a team setting, you will contribute to a wide variety of finance processes and short-term assignments to develop and strengthen your technical and leadership skills and business acumen.
  • Help facilitate financial forecasting and planning efforts for SoFi's key initiatives in partnership with functional leaders and in collaboration with business unit leaders.
  • Support in preparation of internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
Desired Qualifications
  • Prior experience operating in a professional environment preferred

SoFi provides a variety of financial services aimed at helping individuals manage their money effectively. Its offerings include home loans, personal loans, student loan refinancing, credit cards, and investment options. SoFi's platform is designed to be user-friendly and mobile-first, allowing members to easily access and utilize these services. The company differentiates itself from competitors by offering a comprehensive suite of financial products under one roof, along with educational resources to assist users in making informed financial decisions. SoFi's goal is to create a seamless experience for its members, encouraging them to engage with multiple services while fostering an inclusive environment.

Company Stage

IPO

Total Funding

$4.5B

Headquarters

San Francisco, California

Founded

2011

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

0%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • SoFi's member base grew to 10 million, indicating strong market penetration.
  • The $525 million securitization deal boosts SoFi's lending capacity and revenue potential.
  • Partnerships with Mesh Payments and Galileo enhance SoFi's technological infrastructure.

What critics are saying

  • Increased competition from banks and fintechs could erode SoFi's market share.
  • Rapid member growth may strain SoFi's customer service and operations.
  • Integration of new technologies could pose cybersecurity and operational challenges.

What makes SoFi unique

  • SoFi offers a comprehensive suite of financial products under one platform.
  • The company leverages mobile-first technology to enhance user experience and engagement.
  • SoFi's member-centric approach fosters loyalty and long-term customer relationships.

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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.