Senior Strategic Finance Manager
4 weeks ago
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:
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.
What you'll do:
- Facilitate annual, quarterly, and intra-quarter financial forecasting for SoFi's Operations Function
- Make decisions on whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic trade-offs
- Work with key stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance
- Enable the Operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impacts on volumes, revenues, and variable profit
- In partnership with the Data team, identify and monitor key performance metrics and develop actionable insights
- Prepare internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators (e.g. demand planning, budget vs actuals, operational-specific KPIs)
What you'll need:
- 7+ years of experience, ideally in financial services, operations, private equity, FP&A, or consulting
- Experience preparing and presenting information to key decision-makers
- Excellent verbal and written communication skills
- Advanced proficiency in Excel, NetSuite, and Google Docs/Sheets/Slides
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence, and a flexible attitude
- Willingness to embrace unstructured environments and problems
- Time and project management skills
- Bachelor's degree in Economics, Finance, Accounting, or a related field