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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:
We are seeking a Senior Financial Systems Analyst who will support Workday on a day-to-day basis focusing on unlocking its vast reporting possibilities. This is an exciting role for someone to make a direct impact at SoFi by shaping our processes and providing reporting solutions to help drive visibility, while also playing a key role in our implementation of Workday Financials.
Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: You are an expert in Workday Financials and also understand data flows/SQL/Tableau, while also having the ability to step back and understand the business needs. You treat stakeholders as a partnership – you are there at each step of the way and you know that we only succeed if we succeed together.
This position will be part of the Business Intelligence and Systems team within Accounting Controllership.
What you’ll do:
- Support Workday Financials through configuration of business process, condition rules, validations
- Create and maintain complex Workday financial reports
- Participate in bi-annual Workday release regression testing and uptake of new features.
- Stay updated on the Workday roadmap and propose changes and solutions in areas of focus.
- Act as a technical expert and support the broader finance team in Workday reporting
- Develop strong collaborative relationships with the Finance, Engineering, People orgs and across the company, with a specific focus on our Workday integrations
- Leverage Workday and other tools and systems to design, develop & deliver robust and scalable reporting
- Perform daily administrative and production support tasks as required
- Develop and deliver training on SoFi’s financial business processes and use of Workday
- Be part of a great team, but capable of operating independently - managing relationships, deliverables and expectations with your business partners
- Be personable, approachable and able to connect with each and every person on the team and throughout the business
- Remain detail-oriented while working across a variety of projects
Who are you:
- Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
- Expert in Financial Management Systems, with an understanding/vision of how to architect the perfect solution
- Experience with Database Management systems (SQL) who enjoys solving complex problems
- Experience with front-end reporting tools (Tableau)
- Strong ability to project manage and to remain detail-oriented while working with numerous stakeholders
- Strong analytical, problem solving and critical thinking skills
- High EQ with ability to influence outcomes and communicate technical content to general audiences
- Knowledge of the banking space a strong plus
What you’ll need:
- Bachelor's degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
- 5+ years of work experience
- 2 + years of experience configuring and supporting a combination of at least 2 of the following modules: Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses, Banking and Settlement, Financial Accounting and Accounting Center
- Subject matter expert on:
- Workday Financial Reporting (Advanced, Matrix)
- At least one of the modules: Supplier Accounts, Customers
- Experience required:
- Multiple subsidiary structure and working with different functional currencies
- ETLs/ELTs related to Workday integrations
- SOX Compliance
- Experience preferred:
- Workday Pro Certifications
- Workday Financial Reporting (Composite, Discovery Boards, Prism, Office Connect)
- Consolidations
- FDM design, deployment, and maintenance
- SQL (Snowflake)
- Tableau
- Finance planning tools (ex: Planning analytics (TM1))
- Alteryx
- Integration platforms such as Fivetran or Mulesoft
- Jira / Confluence or other Scrum Management tools
- Strong verbal and written communication skills
- Spanish fluency a plus
- Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
Skills Required
- Expert in Workday Financial Reporting
- 5+ years of work experience
- 2+ years configuring Workday modules
- Bachelor's degree in Mathematics, Computer Science, Business or Statistics
- Experience with SQL and Tableau
- Workday Pro Certifications (preferred)
- Spanish fluency (preferred)
What the Team is Saying
SoFi Compensation & Benefits Highlights
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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.
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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.
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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
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.
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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!
