Job Details

Strategic Finance Senior Associate at SoFi

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 undergoing unprecedented transformation, and we're at the forefront.

Base pay range

$89,600.00 /yr – $168,000.00 /yr

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

• Drive the optimization and standardization of financial reporting and analysis across functional finance teams.
• Drive the Monthly / Quarterly Close process for functional leaders.
• Facilitate annual and quarterly financial forecasting for SoFi's key initiatives in partnership with functional leaders and in collaboration with various stakeholders.
• Act as day‑to‑day finance partner to identify and monitor key performance indicators and develop actionable insights.
• Prepare quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators.
• Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade‑offs.

What you'll need

• 3+ years of related experience, ideally in corporate finance, private equity, investment banking, consulting, or public accounting.
• A deep understanding of expense management including vendor expenses and headcount planning.
• 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.
• Time and project management skills.
• Bachelor's degree in Economics, Finance, Accounting, or a related field.

Bonus

• Prior experience at the intersection of finance and Engineering / Product.

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, sex, gender identity, national origin, age, disability, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

Seniority level

Not applicable

Employment type

Full‑time

Job function

Finance and Sales