About The Position

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.

Requirements

  • 3+ years of related experience, ideally in FP&A, private equity, investment banking or consulting
  • 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
  • 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
  • Bachelor's degree in Economics, Finance, Accounting or a related field

Nice To Haves

  • An understanding of a consumer lending business is a big plus
  • SQL skills a plus
  • Experience with financial planning systems a plus (i.e Adaptive, Host, Workday, etc.)

Responsibilities

  • Facilitate annual and quarterly financial forecasting for the Personal Lending Business in collaboration with stakeholders across marketing, product, and operations
  • Act as day to day finance partner for the business 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 quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
  • Work closely with Accounting and Corporate Finance to understand month-end close entries and allocations

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

1,001-5,000 employees

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