Strategic Finance Manager
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 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:
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.