Strategic Finance Analyst, Operations

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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 on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts.

SoFi’s Global Operations is responsible for delivering SoFi’s end-to-end member servicing and operational support across products, including account opening, loan funding, member support, fraud operations, and service readiness. The team partners across business, product, engineering, risk, and vendor organizations to improve the member experience while balancing service quality, operational risk, unit economics, staffing capacity, and expense efficiency.

A finance partner supporting Global Operations helps translate these operational drivers into forecasts, budgets, KPI insights, and investment tradeoffs that enable leaders to make disciplined, data-driven decisions.

What you’ll do

Facilitate annual, quarterly, and intra-quarter financial forecasting for SoFi’s Operations Function

Support the monthly close and budget vs. actuals analysis in partnership with accounting and strategic finance partners to drive clarity and accountability on expense trends for Operations and Business leadership

Make decisions on whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic trade-offs

Work with key stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance

Enable the Operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impacts on volumes, revenues, and variable profit

In partnership with the Data team, identify and monitor key performance metrics and develop actionable insights

Prepare internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators (e.g. demand planning, budget vs actuals, operational-specific KPIs)

What you’ll need

6+ years of experience, ideally in financial services, operations, private equity, FP&A, consulting or corporate finance

Experience preparing and presenting information to key decision-makers

Excellent verbal and written communication skills

Advanced technical proficiency with the capacity to leverage tools like Excel, Workday, Google Suite, SQL, and emerging AI technologies to solve complex problems.

Collaborative working style and demonstrated ability to build strong cross-functional relationships

Inquisitive nature, attention to detail, diligence, and a flexible attitude

Willingness to embrace unstructured environments and problems

Time and project management skills

Bachelor’s degree in Economics, Finance, Accounting, or a related field

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 an inclusive culture. 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.