Strategic Finance Associate

---

Job description

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 2+ million 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 strong relationships and grounded in facts.

What You'll Do

• Facilitate annual and quarterly financial forecasting for SoFi's Money, Invest, and Credit Card businesses in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, and operations
• Act as day to day finance support to the BUs 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 decisions by evaluating and sizing impact to key growth and financial metrics
• Prepare materials to facilitate management discussion and analysis of key financial and business performance indicators
• Help develop recommendations on incremental investment opportunities by weighing financial and strategic trade off
• Track industry data and financial performance of publicly traded peers and draw parallels to our business to help inform forecasts and business decisions
• Roll-up reporting across Money, Invest, and Credit Card businesses to identify key trends
  

What You'll Need

• 2+ years of related experience, ideally in corporate finance, private equity, investment banking, or consulting
• A strong understanding of the P&L dynamics of the financial services industry 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
• Experience with SQL and Tableau is a strong plus. If you don't have these skills already, you will be expected to learn on the job
• 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
  

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
• Employer paid lunch program (except for remote employees)
• Fully stocked kitchen (snacks and drinks)
• These benefits are only applicable to full time employees
  

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.

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