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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 looking for a passionate and experienced Finance Business Partner to join our growing Strategic Finance team. Strategic Finance enables SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts. This role will be responsible for improving strategic and financial decision-making for SoFi's Lending businesses including the Personal Loan Business. This role will also assist with carrying out the firm’s balance sheet strategy related to these businesses and drive continued improvement within overall Finance processes, scalability, and automation.
What you’ll do:
- Facilitate annual and quarterly financial forecasting for SoFi's Lending businesses in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, operations, accounting, treasury, credit, risk, and capital markets
- Be a strategic partner to the Lending teams to identify and monitor key performance indicators and develop actionable insights
- Enable the Lending teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
- Prepare quarterly materials to facilitate management discussion and analysis of key financial and business performance indicators
- Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
- Show up as a positive culture carrier aligned with our values, driving inclusiveness, belonging and mentorship within and outside of Finance
What you’ll need:
- 10+ years of related experience, ideally in corporate finance, financial planning and analysis (FP&A), investment banking, investment management, or consulting
- FP&A experience supporting financial services industry is critical
- Experience preparing and presenting information to key decision makers
- Excellent analytical, verbal, and written communication skills
- Advanced proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides
- Experience with FP&A systems
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence, work ethic, a learning mindset, and a positive attitude
- Willingness to embrace unstructured environments and problems, and manipulate large data sets
- Time and project management skills
- Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)
Nice to have:
- Asset Backed Securities / Securitizations
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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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!
