Senior Manager, Strategic Finance

Finance San Francisco, California


Who we are

SoFi is a digital personal finance company whose mission is to help its members achieve financial independence to realize their ambitions, whether that be to buy a house one day, start a family on their own terms or be debt free. We aim to be at the center of our members’ financial lives, and to help every member Get Their Money Right®. By joining SoFi, you’ll become part of a forward-thinking company that is transforming financial services by embracing technology to build innovative loan products, investment tools, and more. One of the fastest growing fintech companies, we’ve grown from 250 employees in 2015 to over 1,500 employees today, and are well on our way to reaching 1 million members. With offices across the US, we offer the excitement of a rapidly growing startup with the stability of a seasoned management team and some of the best talent around. As an employer, we strive to hire employees who are committed to both our company’s mission and our desire to build the best culture in the world. If you are driven, passionate about what you do, and excited about the SoFi mission, we would love to hear from you.

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.

What you’ll do:

  • Facilitate annual and quarterly financial forecasting for SoFi's key Home Loan and Personal Loan initiatives in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, and operations=

  • Act as day to day finance partner to the BUs to identify and monitor key performance indicators and develop actionable insights

  • Enable the 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 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:

  • 10+ years of experience in Corporate Finance/Investment Banking/Consulting. Ideally 2+ years experience in consumer lending. A deep understanding of the P&L dynamics of a lending business 

  • Experience preparing and presenting information to senior stakeholders (eg. CFO)

  • 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

Why you’ll love working here

  • Competitive salary packages and bonuses

  • Comprehensive medical, dental, vision and life insurance benefits

  • Generous vacation and holidays

  • Paid parental leave for eligible employees

  • 401(k) and education on retirement planning

  • Tuition reimbursement on approved programs

  • Monthly contribution up to $200 to help you pay off your student loans

  • Great health & well-being benefits including: telehealth parental support, subsidized gym program

  • Employer paid lunch program (except for remote employees)

  • Fully stocked kitchen (snacks and drinks)

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

​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.