Senior Associate Strategic Finance

5 hours, 1 minute ago
Full-time
Senior
Finance and Accounting
SoFi

SoFi

SoFi specializes in providing a comprehensive financial platform that empowers individuals to achieve their financial goals through services such as student loan refinancing, debt consolidation, home buying assistance, and investment opportunities, all...

Capital Markets
1K-5K
Founded 2011
$2900M raised

Description

  • Facilitate annual and quarterly financial forecasting for the Personal Lending Business with stakeholders across marketing, product, and operations.
  • Serve as the day-to-day finance partner for the business to identify and monitor key performance indicators and develop actionable insights.
  • Help cross-functional leadership teams prioritize initiatives and make real-time decisions by evaluating the impact on growth and financial metrics.
  • Prepare quarterly internal and external materials for management discussion and analysis of financial and business performance.
  • Work with Accounting and Corporate Finance to understand month-end close entries and allocations.

Requirements

  • 3+ years of related experience, ideally in FP&A, private equity, investment banking, or consulting.
  • Understanding of a consumer lending business is a strong 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 are a plus.
  • Experience with financial planning systems such as Adaptive, Host, or Workday is a plus.
  • Collaborative working style with the ability to build strong cross-functional relationships.
  • Bachelor's degree in Economics, Finance, Accounting, or a related field.

Benefits

  • Base pay range is provided, with final compensation determined by experience, skills, and location.
  • Comprehensive and competitive benefits package through SoFi.
  • Reasonable accommodations available for candidates with physical or mental disabilities.
  • Remote work is not accommodated from Hawaii or Alaska due to insurance coverage issues.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Investment Associate

Gate.com 51-250 IT Services

Gate Ventures is hiring a remote Investment Associate to evaluate crypto investment opportunities and support venture, strategic investment, and M&A activities across the digital asset ecosystem.

Blockchain
1 day ago

Sr. Finance Manager

Engine.com 1-10 Machinery

Engine is hiring a Senior Manager, Corporate Finance to lead core corporate FP&A and strategic finance work that supports executive decision-making, board reporting, and scalable growth across its travel and spend platform.

ERP NetSuite SQL
1 day ago

Senior Financial Planner

Facet 251-1K Capital Markets

Facet is hiring a Senior Financial Planner to deliver holistic, objective financial advice to members through virtual, technology-enabled planning and relationship-building.

1 day ago

Associate Director - FP&A SAAS - Private Equity Advisory

CrossCountry 251-1K Professional Services

CrossCountry Consulting is hiring an Associate Director to support private equity-backed SaaS portfolio companies with FP&A, finance function enhancement, and client delivery within its Office of the CFO advisory practice.

SQL Tableau
1 day ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers