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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 BI Analyst to join our Finance Transformation, BI & Systems team. In this high-impact role, you will architect and automate our company-wide financial and KPI reporting systems. Your success will hinge on your technical expertise in IBM Planning Analytics (TM1), your passion for building automated data solutions, and your ability to partner with business stakeholders to drive visibility and smarter decision-making.
What You'll Do:
Architect & Build: Design, own, and execute end-to-end data workflows, from defining ETL processes and database structures to building scalable, self-service dashboards in Tableau.
Automate & Optimize: Act as the technical expert for IBM Planning Analytics (TM1), developing and documenting robust models, hierarchies, and rules to replace manual processes and scale our reporting capabilities.
Partner & Influence: Collaborate closely with senior stakeholders in Finance, Engineering, and Product to gather requirements, translate business needs into technical specifications, and drive the adoption of new data tools and insights.
Analyze & Simplify: Tackle complex, unstructured problems and distill huge datasets into clear, actionable insights for business leaders.
What you'll need:
5+ years of work experience in a business intelligence or data analytics role.
Expert-level proficiency in IBM Planning Analytics (TM1), including TM1 Rules, TurboIntegrator scripting, MDX, and cube design for optimized performance.
Strong experience with SQL and building ETL data flows.
Demonstrated ability in financial modeling (Excel) and data visualization (Tableau or similar tools).
Proven ability to manage projects, influence senior partners, and communicate technical concepts to non-technical audiences.
High EQ, strong problem-solving skills, and a detail-oriented mindset.
Bachelor's degree in a quantitative or business-related field (Mathematics, Computer Science, Statistics, Finance); Masters is a plus.
Strongly Preferred
Experience with Python for automation and data analysis.
Familiarity with Workday Financials or other large-scale ERP systems.
Knowledge of the banking or fintech space.
Top Skills
What the Team is Saying
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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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!
