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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 Analyst who will play a key role in managing Workday Financials, supporting the day-to-day and optimizing the system. This is an exciting role for someone to make a direct impact at SoFi by shaping our processes and providing solutions to help optimize our investment in the Workday platform.
Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: You are an expert in Workday Financials 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.
What you’ll do:
- Support Workday Financial configuration across a combination of the following modules: Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses, Banking and Settlement, Financial Accounting and Accounting Center
- Participate in bi-annual Workday release regression testing and security setup for the uptake of new features.
- Stay updated on the Workday roadmap and propose changes and solutions in areas of focus.
- Develop strong collaborative relationships with the Finance, Engineering, People orgs and across the company.
- Perform daily administrative and production support tasks as required
- 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 Workday Financials with configuration experience across multiple financial modules, with experience in Customers and Project billing highly preferred
- Experience with Financial modules and Financial Reporting required
- 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
Requirements:
- Bachelor degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
- 5+ years of relevant work experience
Experience required:
- 2 + years of experience configuring and supporting a combination of the following modules: Workday Financial Reporting, Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses, Banking and Settlement, Financial Accounting and Accounting Center
Experience preferred:
- Workday Pro Certifications
- Jira / Confluence or other Scrum Management tools
- Strong verbal and written communication skills
- Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
What the Team is Saying
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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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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!
