Sofi20d ago

Senior Associate Strategic Finance

Ca - San Francisco · Ut - Cottonwood Heights · Tx - Frisco · Fl - Jacksonville · Wa - Seattle · Ny - New York City · Nc - Charlottesenior

OtherStrategic Finance

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Quick Summary

Key Responsibilities

Facilitate annual and quarterly financial forecasting for the Personal Lending Business in collaboration with stakeholders across marketing, product,

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OtherStrategic Finance

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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.

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.

Responsibilities

~1 min read

→Facilitate annual and quarterly financial forecasting for the Personal Lending Business in collaboration with stakeholders across marketing, product, and operations
→Act as day to day finance partner for the business 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
→Work closely with Accounting and Corporate Finance to understand month-end close entries and allocations

3+ years of related experience, ideally in FP&A, private equity, investment banking or consulting
An understanding of a consumer lending business is a big plus
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
SQL skills a plus
Experience with financial planning systems a plus (i.e Adaptive, Host, Workday, etc.)
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
Bachelor's degree in Economics, Finance, Accounting or a related field

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!