Senior Associate Strategic Finance

SoFi • Frisco, TX

2d

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees