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:
We are looking for a highly motivated and experienced Finance Business Partner to join our growing Strategic Finance team. Strategic Finance enables SoFi to develop and execute its growth strategy by driving financial visibility and accountability. As a key business partner you will provide financial leadership and strategic insights to two of SoFi's most critical and rapidly growing business lines: SoFi Checking & Savings and SoFi Credit Card. This role will also focus efforts on continued improvement within overall Finance processes, scalability, and automation.
What you’ll do:
- Facilitate annual and quarterly financial forecasting for SoFi's rapidly growing Checking & Savings and Credit Card businesses in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, risk and operations
- Be a strategic partner to the Checking & Savings and Credit Card teams to identify and monitor key performance indicators and develop actionable insights
- Enable the Checking & Savings and Credit Card teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
- Drive informed decision-making by developing and presenting cost-benefit analyses, quarterly forecasts, and key business updates to Executive Leadership
- Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
- Collaborate effectively with the Accounting department on complex accounting issues
- Manage a small team to meet ambitious goals effectively and in a timely manner
- Show up as a positive culture carrier aligned with our values, driving inclusiveness, belonging, and mentorship within and outside of Finance
What you’ll need:
- 12+ years of related experience, ideally in corporate finance, financial planning and analysis (FP&A), investment banking, investment management, or consulting
- Experience preparing and presenting information to key decision makers
- Excellent analytical, verbal, and written communication skills with rigorous attention to detail
- Expert financial modeling skills (complex formulas, effective lookups and the ability to build a financial model from scratch)
- Expert Proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides
- Experience with FP&A systems
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence, work ethic, a learning mindset, and a positive attitude
- Willingness to embrace unstructured environments and problems, and manipulate large data sets
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
- Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)
Nice to have:
- FP&A experience supporting the financial services industry is a strong plus
- Deep understanding of Credit Card Unit Economics and P&L dynamics
- Previous people management experience
What the Team is Saying
SoFi Compensation & Benefits Highlights
-
Parental & Family Support — Up to 12 weeks fully paid parental leave, paid caregiver leave, fertility/adoption resources, and subsidized backup childcare/eldercare are offered. Pet insurance and family-building support further broaden the coverage.
-
Healthcare Strength — Medical, dental, and vision coverage is paired with company-paid short- and long-term disability and life insurance. Mental-health support via Modern Health and employer HSA contributions enhance overall health support.
-
Leave & Time Off Breadth — Flexible vacation for exempt employees, generous PTO for non-exempt, paid holidays, and early-release “SoFi Fridays” expand time-off options. An additional 16 hours of paid volunteer time underscores community engagement.
SoFi Insights
Similar Jobs
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
Gallery
SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
