Strategic Finance Analyst, Operations
SoFi · San Francisco, United States · 1mo ago
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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