Treasury Manager - Capital Management

United Statesmid

Finance & AccountingTreasury Manager

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Quick Summary

Overview

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance.

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Employee Applicant Privacy Notice

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.

We are looking for a Manager of Capital Management to join our Corporate Treasury team. You will lead the development and execution of our end-to-end Capital Stress Testing framework, a critical process for how SoFi Bank and the consolidated entity manage and forecast capital adequacy.

Critical to success in this role is the ability to independently drive complex projects forward and exercise strong problem-solving skills in an evolving environment.

Responsibilities

~1 min read

→Design and build a multi-year capital stress testing framework (e.g., CCAR/DFAST-style) to evaluate the firm's capital adequacy under adverse economic scenarios
→Drive the end-to-end capital planning and stress testing lifecycle, integrating baseline forecasting, stress testing and scenario analysis
→Partner cross-functionally with risk, strategic finance, and business units to drive capital planning and stress testing results, including the integration of new products
→Develop methodologies for translating macroeconomic scenarios into financial impacts on the balance sheet and P&L
→Execute strategic projects related to capital management, including evaluating capital actions and supporting potential capital markets activity or debt issuances
→Prepare high-visibility reporting and materials for senior management and the Board of Directors

5+ years of related experience, ideally in Capital Management, Treasury, or Financial Risk Management within a bank or fintech
Deep understanding of regulatory capital frameworks and balance sheet dynamics
Experience building and owning complex financial models from scratch
Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides. Experience with Empyrean ALM is a plus
Proven ability to prepare and present complex quantitative information to senior decision-makers
Collaborative working style and demonstrated ability to build strong cross-functional relationships
Inquisitive nature, attention to detail, diligence, and a missionary attitude
Bachelor's degree in Economics, Finance, Mathematics, or a related quantitative field; CFA or FRM preferred

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!