Strategic Finance Associate

Sofi

418d • Remote

About The Position

The Strategic Finance Associate role at SoFi is designed to support the company's growth strategy by enhancing financial visibility and accountability. This position involves collaboration with various business units to facilitate financial forecasting, monitor key performance indicators, and provide actionable insights to drive decision-making. The associate will play a crucial role in preparing materials for management discussions and analyzing financial performance, ultimately contributing to strategic investment recommendations.

Requirements

• 2+ years of related experience, ideally in corporate finance, private equity, investment banking, or consulting.
• Strong understanding of the P&L dynamics of the financial services industry.
• 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 FP&A systems.
• Experience with Tableau is a strong plus.
• Collaborative working style and demonstrated ability to build strong cross-functional relationships.
• Inquisitive nature, attention to detail, diligence, 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 a related field.

Nice To Haves

• Experience with Tableau is a strong plus.

Responsibilities

• Facilitate annual and quarterly financial forecasting for SoFi's Invest, International Invest, and Protect businesses in partnership with Business Unit (BU) leaders.
• Act as day-to-day finance support to the BUs to identify and monitor key performance indicators and develop actionable insights.
• Enable 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-offs.
• Track industry data and financial performance of publicly traded peers and draw parallels to our business to help inform forecasts and business decisions.

Benefits

• Comprehensive and competitive benefits package including health insurance, retirement plans, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Construction of Buildings
• Education Level: Bachelor's degree