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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:
This role is responsible for driving expense efficiency initiatives by leveraging a thorough understanding of business economics and providing strong leadership to influence business decision makers. This individual has a strong working knowledge of operations to ensure the successful execution of operational value-capture initiatives from inception to completion, utilizing comprehensive cost-benefit analysis and rigorous performance tracking to promote transparency and accountability. Additionally, this role promotes a culture of financial awareness through robust P&L training programs.
Key Responsibilities- Lead & Mentor an Analytics Team: Recruit, manage, mentor, and develop a high-performing team of business analysts, fostering a culture of continuous learning, data integrity, and analytical excellence.
- Strategic Analytical Oversight: Define and execute the operational analytics roadmap, identifying key performance indicators (KPIs), metrics, and reporting standards to monitor and measure business health and efficiency.
- Data-Driven Process Optimization: Conduct deep-dive analyses into complex operational workflows, identifying bottlenecks, inefficiencies, and areas for automation or re-engineering to improve productivity and quality.
- Performance Reporting & Insights: Develop and maintain comprehensive dashboards, reports, and presentations for senior leadership, providing clear, concise, and actionable insights on operational trends, performance drivers, and strategic recommendations.
- Cross-Functional Collaboration: Partner closely with Operations leaders, Finance, Product, and Technology teams to understand business challenges, align on analytical priorities, and implement data-driven solutions.
- Forecasting & Modeling: Build and validate predictive models to forecast operational demand, resource needs, and potential impacts of proposed changes, enabling proactive decision-making.
- Tool & Technology Leverage: Evaluate, recommend, and implement analytical tools, platforms, and methodologies to enhance the team's capabilities and efficiency.
- Change Management: Champion change initiatives resulting from analytical findings, working with stakeholders to ensure successful adoption and sustained improvement.
- Education: Bachelor's degree in Business Administration, Economics, Finance, Engineering, Statistics, Computer Science, or a related quantitative field. A Master's degree is a significant plus.
- Experience:
- Minimum of 8-10 years of progressive experience in business intelligence, data analytics, operations management, or a related field.
- Minimum of 2-5 years of experience in a leadership or management role, with direct reports, preferably in an analytics or operations-focused team.
- Proven track record of driving significant operational improvements through data analysis and process re-engineering.
- Technical Skills:
- Expert proficiency in SQL for complex data extraction and manipulation.
- Advanced skills in data visualization tools (e.g., Tableau, Power BI, Looker) for dashboard development and executive reporting.
- Strong analytical modeling capabilities, including proficiency in Excel (pivot tables, advanced formulas, VBA is a plus).
- Familiarity with statistical analysis tools (e.g., R, Python with Pandas/NumPy) for advanced analytics is highly desirable.
- Analytical Acumen: Demonstrated ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- Communication: Excellent verbal and written communication skills, with the ability to present complex analytical findings to both technical and non-technical audiences, including senior leadership.
- Problem-Solving: Strong critical thinking and problem-solving abilities, capable of dissecting complex issues and proposing innovative, data-backed solutions.
- Experience with Lean Six Sigma, Agile methodologies, or other continuous improvement frameworks.
- Previous experience in a fast-paced, high-growth environment, ideally within [mention specific industry if relevant, e.g., e-commerce, tech, logistics].
- Experience with data warehousing concepts and ETL processes.
- Project management certification (e.g., PMP) or experience managing complex analytical projects.
- Strategic Thinker: Ability to connect analytical insights to broader business objectives and strategic initiatives.
- Proactive & Results-Oriented: Drives initiatives forward, anticipates challenges, and is relentlessly focused on delivering measurable results.
- Collaborative Leader: Builds strong relationships across departments and inspires their team to achieve shared goals.
- Curious & Inquisitive: Possesses a natural curiosity for understanding underlying drivers and challenging the status quo.
- Adaptable: Thrives in a dynamic environment, comfortable with ambiguity and evolving priorities.
Top Skills
What the Team is Saying
What We Do
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/
Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it.
SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.
For more information, visit SoFi.com
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!
