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Senior Associate, Strategic Finance more...
Location:Midvale (Cottonwood Heights), UT
First posted:February 22, 2021

Senior Associate, Strategic Finance


Cottonwood Heights, Utah
San Francisco, California


Position at SoFi

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(R). 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 role

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.

This individual will be a key resource in supporting the Operations/General & Administrative functions across all products at SoFi.  The candidate will work closely with the Operations Strategic Finance Manager, as well as various executives and management, to drive financial planning, reporting and analysis.  Additionally, the candidate will be responsible for developing relevant/timely key financial and operational metrics/reporting to help drive decision making.

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

What you'll do:

  • Drive the optimization of financial reporting and analysis across Operations & G&A</span>

  • Drive Monthly / Quarterly Close process for Operations/ G&A Teams

  • Support Financial Quarterly / Annual Forecast

  • Financial Analysis: Provide detailed analysis to support key decisions in Operations/G&A. Collect and analyze data to determine costs of business activities and processes.

  • Process Design & Improvement: Support the design of new processes to improve the quality and deeper analysis of Operations

What you'll need:

  • 3-5 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

  • 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

  • Understanding of data management principles

  • Strong communication, presentation, and relationship-building skills

  • 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:

  • Planful experience

  • SQL experience 

  • NetSuite Experience 

Level Note: Candidate depth of progressive leadership experience, functional experience in Operations (ie: Workforce Management, Operational Analytics, Operational Modeling, Etc.), and overall demonstrated span of control will ultimately determine leveling of role as Associate or Senior Associate. 

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)

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

SoFi does not seek salary history information from job applicants.

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.


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