Director, Functional Finance

SoFiFrisco, TX
1d

About The Position

The Director, Functional Finance will manage a team that partners closely with our Functional leaders across Engineering, Marketing, Operations, and General & Administrative translating financial insights into actionable decision-making. The person will set the vision for the team, drive consistency across the team, and serve as a trusted advisor to senior leadership while developing high performing Finance talent.

Requirements

  • 12+ years of related experience, ideally in Strategic Finance or FP&A
  • Strong people leadership experience with a focus on talent growth and development
  • Experience preparing and presenting financial 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, strong 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)

Responsibilities

  • Lead, mentor, and develop a team of Finance professionals that work closely with SoFi’s Functional leaders to identify and monitor key performance indicators and develop actionable insights
  • Partner with Functional leaders to evaluate investments, trade-offs, and resource allocation by weighing financial and strategic trade-offs
  • Facilitate annual and quarterly financial forecasting for SoFi's key business unit initiatives in partnership with SoFi’s Functional leaders and in collaboration with stakeholders cross-departmentally
  • Prepare quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
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