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 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 business unit initiatives in partnership with Business Unit (BU) leaders and in collaboration with stakeholders cross-departmentally
- Be a strategic partner to the business to identify and monitor key performance indicators and develop actionable insights
- Enable the team you are partnering with 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
What you’ll need:
- 10 plus years of related experience, ideally in investment banking, management consulting, or strategic finance
- Experience preparing and presenting information to key decision-makers
- Excellent analytical, verbal, and written communication skills
- Advanced proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides
- Experience with FP&A systems
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence, work ethic, a learning mindset, and a positive attitude
- Willingness to embrace unstructured environments and problems, and manipulate large data sets
- Time and project management skills
- Bachelor’s degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)
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!
Pay range: $140,400.00 – $214,500.00
Payment frequency: Annual
This role is also eligible for a bonus, equity and competitive benefits. More information about our employee benefits can be found in the link above.
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 accommodations@sofi.com. 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.