Strategic Finance Manager

Finance
Cottonwood Heights, Utah

Description

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

The Strategic Finance team enables SoFi to develop and execute on its growth strategy by driving strong financial decision making, built on strong relationships and grounded in facts

This individual will be a central resource on the Strategic Finance team responsible for financial planning, reporting, and analysis related to SoFi Bank as well as supporting other company-wide strategic planning initiatives.

The ideal candidate must possess strong communication/presentation skills and demonstrate the ability to work effectively in a highly visible cross-functional role. The candidate must be well-grounded in the fundamentals of corporate finance and possess strong analytical skills and attention to detail.

What you’ll do:

  • Manage complex company wide and bank specific financial models inclusive of multiple products (lending, deposits, and cards) and entities 

  • Establish trusted relationships with cross-functional leaders to articulate and oversee the “single source of truth” of key financial and performance metrics

  • Provide analysis and tools to support key decisions across the Bank and the Company. Collect and analyze data to determine costs of business activities and processes.

  • Drive creation of materials for Executive and Board presentations for both the bank and company wide strategic initiatives 

  • Support the design of new processes to improve the quality and productivity of the finance team and the business in general.

  • Collaborate with Corporate Development & Strategic Partnerships teams on financial analysis of potential transactions that affect SoFi Bank and/or other business units within SoFi 

What you’ll need:

  • 7+ years of experience in rigorous, analytical environments; ideally with some experience in Investment Banking, Consulting, or Corporate Finance

  • Financial services industry experience preferred

  • A deep understanding of financial reporting and P&L Management

  • 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

  • Strong communication, presentation, and relationship-building skills

  • Results-orientation and willingness to roll-up sleeves to accomplish tasks

  • Ability to thrive in a fast paced, high-growth environment

Nice to have:

  • NetSuite Experience 

  • Host Experience 

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)

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.

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