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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:
The Staff Business Intelligence Analyst is a senior individual contributor supporting the Business Lead for Business Banking. This role supports early business unit design, helping establish metrics, reporting frameworks, and analytical foundations for new products or capabilities. As part of this work, the analyst leads and coordinates cross-functional initiatives, providing project management to ensure business objectives are aligned, sequenced, and delivered on time. The role translates complex business, financial, and operational data, along with relevant industry and market trends, into insights that inform strategic and tactical decision-making, and help define and sequence business requirements that meet customer needs.
Operating with a high degree of autonomy, this role owns ambiguous analytical problem spaces end-to-end, from framing business questions to delivering clear, actionable recommendations to senior leaders. The analyst applies strong financial acumen, domain banking knowledge, and data analysis to guide business decisions.
What you’ll do:
Early Business Unit Design & Cross-Functional Delivery
- Support early Business Banking initiatives and new capabilities by helping define analytical foundations, measurement approaches, and reporting standards from inception.
- Partner with Product, Engineering, Risk, and Operations teams to align inputs, coordinate work, and ensure analytical deliverables are delivered on time and inform business decisions.
Business Requirements & Decision Frameworks
- Partner closely with Product and Engineering teams to translate complex business problems into clear, data-informed business requirements and analytical inputs.
- Collaborate with cross-functional stakeholders to evaluate customer needs, business performance, and industry trends, helping inform solution design and prioritization.
- Contribute to the development of decision frameworks that clarify tradeoffs, assess options, and support data-driven decision-making across Business Banking initiatives.
- Deliver the framework by collaborating with partners and leveraging data to drive exceptional client experience, best-in-class product, and market share
Stakeholder Management
- Ensure requirements from key stakeholders are captured early and partners are brought along, bought in, and set up for success
- Act as a central owner for Business Banking to raise issues to senior leadership to resolve roadblocks proactively
KPI & Metric Design and Ownership
- Partner closely with Risk stakeholders to define, refine, and maintain key risk indicators (KRIs), and with Business Banking leadership to define and manage key performance indicators (KPIs) that measure business health, customer outcomes, and risk exposure.
- Establish clear metric definitions, data sources, and measurement standards to ensure consistency, accuracy, and trust in reported results.
- Monitor and interpret KPI and KRI performance over time, surfacing insights and implications that inform decision-making, prioritization, and risk-aware growth.
Ad Hoc Deep Dives for Leadership
- Conduct ad hoc analyses to support senior leadership decision-making across Business Banking, drawing on internal performance data and external market and industry insights.
- Synthesize complex, multi-source analyses into clear, concise narratives that highlight key findings, implications, and recommended paths forward.
- Respond quickly to emerging business questions, risks, or opportunities, providing thoughtful, data-backed perspectives in fast-moving or ambiguous situations.
- Draws conclusions and makes data-driven recommendations
Ongoing Reporting & Dashboards
- Build and/or closely partner to maintain reporting and dashboards that provide clear, accurate visibility into Business Banking performance, customer outcomes, and risk metrics.
- Continuously evolve reporting to align with established KPIs and KRIs, changing business priorities, and stakeholder needs.
What you’ll need:
- Bachelor’s degree in Business, Finance, Economics, Analytics, or a related field, or equivalent practical experience.
- 8+ years of experience in business intelligence, analytics, general management, consulting, or related roles within financial services or similarly complex, regulated environments.
- Demonstrated experience translating complex business problems into data-driven insights, business requirements, and decision frameworks.
- Proven ability to partner effectively with Product, Engineering, Risk, Finance, and Operations teams in a cross-functional environment.
- Excellent written and verbal communication and presentation skills, experience working with executive leadership
- General understanding of BSA/AML regulatory expectations.
- Experience working with technical and product teams to implement risk and compliance requirements.
- Comfort making independent, defensible risk decisions in high-growth, evolving environments.
- Highly analytical, detail-oriented, and able to clearly articulate risk narratives to senior leadership and regulators.
- Exceptional written and verbal communication skills, including the ability to influence without direct authority.
Nice to have:
- MBA or advanced degree
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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