Investing in visionary founders, transformational technology and emergent ecosystems for a new world.

Innovation Endeavors
Innovation Endeavors

Senior Strategic Finance Manager - Lending



Accounting & Finance
cottonwood heights, ut, usa · San Francisco, CA, USA · New York, NY, USA · Frisco, TX, USA
Posted on Thursday, June 13, 2024

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

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 Student Loan Refinance and In-school Student Loans.. 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:

  • 5+ 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
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 accommodations@sofi.com.
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.