Employee Applicant Privacy Notice
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:
SoFi is searching for a stock plan analyst to support the day-to-day long-term incentive plan's requirements in a fast-growing environment. This role will be a key contributor in supporting the daily operations of the Equity Team. The right person will thrive with the eagerness to learn, use innovative approaches to solving problems, be ready to accept new challenges, and be willing to contribute to improving our end-to-end equity process.
What you'll do:
- Reporting to the Manager, Global Equity, you will support the daily activities related to our global equity plan including any ad-hoc projects and tasks related to the Plan
- Assist in the management of our relationship with our vendor, Fidelity, including coordinating tasks to be performed by Fidelity throughout the equity administration process
- Support employees and business partners with equity-related requests and questions
- Collaborate in the development and execution of an employee education campaign for SoFi's equity programs
- Support the Manager, Global Equity with monthly/quarterly reporting, forecasting, and processing requirements associated with the Plan
- Assist with any system integration projects related to equity
- Produce analyses to support other business functions in management decision making
- Collaborate with Payroll and HR on system integrations and reconciliations between the Payroll and HRIS systems that support the Plan
- Assist with monthly/quarterly/year-end internal/external audit and compliance requests
- Assist with the month-end close process by assisting with reporting related inquiries from cross-functional partners
What you'll need:
- Bachelor's degree or equivalent experience in a related field
- 1-3 years of experience in Equity Plan Administration, including Employee Stock Purchase Plans (ESPP) strongly preferred
- Bilingual in English/Spanish is strongly preferred
- Experience in a public company environment preferred
- Experience with Fidelity NetBenefits SPS administration system preferred
- Strong Microsoft Office skills and Google Suite experience preferred
- Experience working with a global population across multiple long-term incentive vehicles
- Ability to function in a highly collaborative environment
- Strong verbal and written communication skills
- Must demonstrate attention to detail, analytical abilities, and consistent follow-through, including project management skills and time management
- Ability to partner with cross-functional teams, including legal, HR, tax, payroll, accounting, and finance
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
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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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!