SoFiSO

Financial Analyst (Contract Position)

SoFi is an American personal finance and financial technology company that offers a suite of financial products and services, including loans, banking, investing, and insurance, with a mission to help people achieve financial independence.

SoFi

Employee count: 1001-5000

United States only

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.

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.

The role:

This individual will be a key resource in supporting total company financials reporting and planning across all segments and products at SoFi. The candidate will work closely with the senior executives (including CEO, CFO), Strategic Finance, Accounting, and various Business partners to drive our close/forecast processes and annual/long-range planning cycles. Additionally, the candidate will be responsible for developing timely financial and operational reporting/metrics to help influence critical capital allocation decision-making across the Company.

The ideal candidate must possess strong communication/presentation skills and demonstrate the ability to work effectively with various operational partners. The candidate must also be proficient in Excel, have strong analytical skills, and be attentive to detail.

This opportunity is a 6-month contract position.

What you’ll do:

  • Consolidation: Support the consolidation of company-wide results, analysis, forecasts, and budgets
  • Management Reporting Production: Support creating and aggregating materials for Executive and Board presentations.
  • Partnership: Working across the Operations function and finance stakeholders to drive analysis and reporting for business unit and functional unit strategy and results
  • Collaboration: Establish trusted relationships with cross-functional leaders to articulate and oversee the “single source of truth” of key financial and performance metrics
  • Support Financial Quarterly / Annual Forecast
  • Work with key stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance
  • Process Design & Improvement: Support the design of new processes to improve the quality and productivity of the finance team and the business in general.
  • Prepare internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators (e.g. demand planning, budget vs actuals, operational-specific KPIs)

What you’ll need:

  • 4 or more years of financial services experience, ideally in Corporate Finance, Investment Banking, or Consulting
  • A deep understanding of financial reporting and P&L management
  • Experience preparing and presenting information to key decision-makers
  • Strong communication (verbal and written), presentation, and relationship-building skills
  • Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides
  • Collaborative working style and demonstrated ability to build strong cross-functional relationships
  • Possess an inquisitive nature, strong attention to detail, diligence, and a positive attitude
  • Willingness to embrace unstructured environments and problems
  • Time and project management skills
  • Bachelor’s degree in Business, Finance, Accounting, or a related field
  • Analytical thinker with the ability to summarize financial data into clear and concise recommendations for strategic decision support
  • Results-oriented and able to roll up sleeves to accomplish tasks
  • Able to work in a fast-paced, high-growth environment

Nice to have:

  • Financial Planning System experience (i.e. Planful, Anaplan, Adaptive, IBM, etc.)
  • Headcount planning experience
  • SQL experience
  • Workday Financials Experience
Compensation and BenefitsThe 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 SoFipage!
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.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal EmployeesIf you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

About the job

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Job type

Contractor

Experience level

Entry-level
Mid-level

Location requirements

Hiring timezones

United States +/- 0 hours

About SoFi

Learn more about SoFi and their company culture.

View company profile

At SoFi, our mission is to empower individuals on their journey to financial independence, enabling them to realize their ambitions. We believe that financial independence isn't just about accumulating wealth; it's about reaching a point where your money actively works to support the life you aspire to live. Every aspect of our work is dedicated to helping our members achieve this by getting their money right. This member-centric approach is a core tenet of our philosophy; if we prioritize our members' interests, it ultimately serves our own.

Our culture is built upon a foundation of 11 core values that guide every decision we make, from how we serve our members and build our company to how we collaborate as a team. These values include putting our members' interests first, running after problems, and embracing diversity so that everyone feels welcome, included, and empowered to contribute. We believe in making our footprint bigger than our foot, emphasizing that selfless acts are crucial for elevating our collective impact. Accountability and a gritty determination to achieve ambitious goals are central to our ethos. We foster an environment of continuous iteration, learning, and innovation, recognizing that these are responsibilities shared by everyone. Taking care of our people and helping them grow is paramount, as we recognize our employees as our greatest differentiator. This commitment to our team ensures they, in turn, will take the best care of our members. And through it all, we don't forget to smile, because our ambition is contagious, and we find joy in seeing success both within and outside of SoFi. We are SoFi missionaries, dedicated to fair and responsible banking and to helping people get their money right.

Employee benefits

Learn about the employee benefits and perks provided at SoFi.

View benefits

Family medical leave

Offered to employees.

Pet Insurance

Voluntary pet insurance.

Performance bonus

Regular bonus opportunities.

Legal support

Legal support via LegalShield.

View SoFi's employee benefits
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SoFi

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SoFi hiring Financial Analyst (Contract Position) • Remote (Work from Home) | Himalayas