Job Description
Employee Applicant Privacy Notice
Who we are: Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way.
Join us to invest in yourself, your career, and the financial world. The role: Strategic Finance enables SoFi to develop and execute its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts.
What you’ll do: - Provide financial leadership for SoFi's Engineering Product Design department (EPD) to think critically and execute Sofi's short and long-term strategy
- Collaborate with key stakeholders across various cross-functional departments, business units, and corporate functions to prepare annual, quarterly, and ongoing forecast and budget materials
- Prepare internal and external analysis to facilitate management discussion on capital allocation and business performance
- Track pacing to plan on a weekly and monthly basis intra-quarter and communicate findings with finance and business leaders
- Track headcount and vendor spend vs plan and field internal requests for changes to the plan
- Work closely with Accounting on month and quarter-end close to ensure financials are accurately stated and understand variance versus budgets
- Prepare recommendations on incremental investment or cost-saving opportunities by weighing financial and strategic trade-offs
What you’ll need: - 6-10 years of related experience in financial planning & analysis, EPD, investment banking, investment management, consulting or corp/strat. finance
- Experience preparing and presenting information to key decision-makers
- Excellent analytical, verbal, and written communication skills
- Advanced proficiency in Excel, PowerPoint or Google Docs/Sheets/Slides
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence, 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/CFA FP&A experience, Invest Banking a plus)
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.
To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Job Tags
Full time, Temporary work,