Description
Shape a brighter financial future with SoFi, a next-generation financial services company and national bank. We're changing the way people think about and interact with personal finance, using innovative, mobile-first technology to help our millions of members reach their goals.
The Strategic Finance Analyst, Operations role enables SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts. You'll support Global Operations, which delivers SoFi's end-to-end member servicing and operational support across products.
Responsibilities
- Facilitate annual, quarterly, and intra-quarter financial forecasting for SoFi's Operations Function
- Support the monthly close and budget vs. actuals analysis in partnership with accounting and strategic finance partners
- Make decisions on whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic trade-offs
- Work with key stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance
- Enable the Operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impacts on volumes, revenues, 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
Requirements
- 6+ years of experience, ideally in financial services, operations, private equity, FP&A, consulting or corporate finance
- Experience preparing and presenting information to key decision-makers
- Excellent verbal and written communication skills
- Advanced technical proficiency with the capacity to leverage tools like Excel, Workday, Google Suite, SQL, and emerging AI technologies to solve complex problems
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence, and a flexible 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. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to various protected characteristics.