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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 Strategy Planning Analyst, is responsible for analyzing, forecasting and optimizing organizational capacity to ensure resources align with business objectives and demands.
This role combines data driven insights with strategic planning both from volume forecast, performance metrics and headcount need to help leadership make informed decisions. The analyst will work cross functionally with operations, finance and strategy teams to balance efficiency, cost and growth objectives.
What You’ll Do:
Develop and maintain robust staffing models for Operations groups across the organization
Conduct scenario analysis to support strategic decisions including headcount, process improvement and new products
Identify risks and opportunities to ensure proper sizing and decision making against headcount needs
Facilitate alignment between finance, workforce and operations to understand demands, drivers and operational constraints
Provide insights on productivity trends and performance metrics, monitor KPI’s related to efficiency, utilization and scalability
Quarterly re-forecast preparation and finance reporting and analysis
Prepare reports and dashboards to communicate findings to leadership and partners
Ability to effectively influence others, including Senior Management and Business Partners and provide proactive recommendations based on long/short term staffing gaps
Work with and back up Scheduling, Forecasting and Real-Time WFM analyst(s) when needed
What You’ll Need:
Four- year degree is preferable or transferable skills/experience to support this position
Previous Workforce Management and/or Contact Center experience
Previous experience with Workforce tools (Verint, Calabrio, Aspect,IEX, Genesys)
Excellent analytic, mathematical, and troubleshooting skills with ability to work with large amounts of data to identify both short-term and long-term trends and patterns
Ability to lead through adverse circumstances and take ownership of expected and/or actual results
Excellent interpersonal skills with the ability to interact with others in a positive and encouraging manner
Proficient in MS Office/Google software
Experience building forecasting models and conducting scenario planning
Excellent organizational skills and strong attention to detail with ability to prioritize and effectively manage competing demands for both time and attention in a fast-paced environment
Strong oral and written communication skills
Ability to effectively prepare and present information to Senior Manager and Business Partners
Ability to effectively influence others, including Senior Management and Business Partners
Proactively lead and oversee daily operations of assigned business projects
Make decisions that reflect company core principles; be accountable for and hold others accountable to standard
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!
