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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
