Associate, Finance Engineer (Data & Analytics)

SoFi; Cottonwood Heights (UT); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Personalized Mentorship Program

Fully stocked kitchen (snacks & drinks

Access to senior leadership

Job summary

SoFi is seeking a Finance Leadership Program Associate to join the Controllership organization. You will rotate across Finance Transformation, Finance Systems, BI, Accounting, Reporting, SOX, and Financial Data Governance, turning complex financial data into reliable reporting and scalable processes.

You will collaborate with finance and technology stakeholders to translate business needs into practical analytical solutions while building a strong understanding of SoFi’s accounting processes and

Qualifications

• Bachelor’s or Master’s degree in Information Systems, Data Science, Engineering, Analytics, Computer Science, Statistics, Economics, Finance, Accounting, or a related quantitative field, with availability to start by Summer 2026.
• Interest in applying data science, analytics, automation, or business intelligence capabilities within Finance, Accounting, or FinTech.
• Foundational coursework, internship experience, or demonstrated interest in accounting, finance, economics, or financial reporting.
• Experience working with data using SQL; exposure to Python, R, Tableau, Alteryx, dbt, or comparable analytics and visualization tools is strongly preferred.
• Ability to organize, analyze, and communicate insights from large data sets with attention to accuracy and detail.

Responsibilities

• Design and own end-to-end accounting data pipelines (e.g., Workday Financials to Snowflake), ensuring accuracy, completeness, and scalability.
• Build and maintain scalable data models and reporting layers to support financial analysis, decision-making, and external reporting.
• Continuously evaluate and enhance the finance technology stack, balancing in-house development with vendor solutions to optimize performance, control, and scalability.
• Translate accounting requirements into system logic, data models, and automated workflows that support financial reporting and operations.
• Partner with Accounting, Finance, and Engineering teams to identify opportunities to automate processes and improve data flow across systems.
• Embed internal controls, audit trails, and validation checks directly into system architecture to ensure SOX and audit compliance.
• Working both independently and in a team setting, you will contribute to a wide variety of monthly and quarterly accounting and finance processes and short-term assignments to develop and strengthen your technical and leadership skills and business acumen.
• Build, enhance, and automate financial and operational reporting that provides actionable insights to Finance and Controllership leadership.
• Analyze large, complex data sets to identify trends, exceptions, data-quality issues, and opportunities to improve processes and decision-making.
• Partner with Accounting, Strategic Finance, Treasury, and other stakeholders to translate reporting and analysis requirements into clear, scalable deliverables.
• Support the development and maintenance of dashboards, data pipelines, reconciliations, and reporting processes using tools such as SQL, Python, Excel, Google Sheets, Tableau, Alteryx, dbt, or similar platforms.

Skills

Data analytics

SQL

Python

Excel/Sheets

Communication

Education

Bachelor’s or Master’s in a related field

Tools

SQL

Python

Tableau

Alteryx

dbt

Snowflake

Workday Financials

Excel

Job description

Who We Are

Shape a brighter financial future with us.

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’s Finance Leadership Program (FLP) is an exciting opportunity for recent graduates and early-career professionals who are passionate about data, analytics, and using technology to drive better financial decisions in a fast-growing FinTech company.

This role combines information systems and engineering with foundational accounting exposure. You will rotate within the Controllership organization and partner across Finance Transformation, Finance Systems, Business Intelligence, Accounting, Reporting, SOX and Financial Data Governance. You will help turn complex financial and operational data into reliable reporting, scalable processes, and actionable insights. You will also collaborate with other FLP colleagues across Strategic Finance, Corporate and Functional Finance, Treasury, and Capital Markets to develop a broad understanding of SoFi’s business and the role Finance plays across the organization.

As an Associate, you will work on value-add assignments spanning financial analysis, reporting automation, data quality, process improvement, and accounting operations. You will collaborate with finance and technology stakeholders to translate business needs into practical analytical solutions, while building a strong understanding of SoFi’s accounting processes, financial statements, controls, and regulatory environment.

What You’ll Do

• Design and own end-to-end accounting data pipelines (e.g., Workday Financials to Snowflake), ensuring accuracy, completeness, and scalability.
• Build and maintain scalable data models and reporting layers to support financial analysis, decision-making, and external reporting.
• Continuously evaluate and enhance the finance technology stack, balancing in-house development with vendor solutions to optimize performance, control, and scalability.
• Translate accounting requirements into system logic, data models, and automated workflows that support financial reporting and operations.
• Partner with Accounting, Finance, and Engineering teams to identify opportunities to automate processes and improve data flow across systems.
• Embed internal controls, audit trails, and validation checks directly into system architecture to ensure SOX and audit compliance.
• Working both independently and in a team setting, you will contribute to a wide variety of monthly and quarterly accounting and finance processes and short-term assignments to develop and strengthen your technical and leadership skills and business acumen.
• Build, enhance, and automate financial and operational reporting that provides actionable insights to Finance and Controllership leadership.
• Analyze large, complex data sets to identify trends, exceptions, data-quality issues, and opportunities to improve processes and decision-making.
• Partner with Accounting, Strategic Finance, Treasury, and other stakeholders to translate reporting and analysis requirements into clear, scalable deliverables.
• Support the development and maintenance of dashboards, data pipelines, reconciliations, and reporting processes using tools such as SQL, Python, Excel, Google Sheets, Tableau, Alteryx, dbt, or similar platforms.

What You’ll Need

• Bachelor’s or Master’s degree in Information Systems, Data Science, Engineering, Analytics, Computer Science, Statistics, Mathematic, Economics, Finance, Accounting, or a related quantitative field, with availability to start by Summer 2026.
• Interest in applying data science, analytics, automation, or business intelligence capabilities within Finance, Accounting, or FinTech.
• Foundational coursework, academic projects, internship experience, or demonstrated interest in accounting, finance, economics, or financial reporting.
• Experience working with data using SQL; exposure to Python, R, Tableau, Alteryx, dbt, or comparable analytics and visualization tools is strongly preferred.
• Ability to organize, analyze, and communicate insights from large data sets with attention to accuracy and detail.
• Comfort with Excel and/or Google Sheets and willingness to learn financial systems, accounting concepts, and reporting processes.
• Strong problem-solving, oral, and written communication skills, with the ability to work independently and collaboratively across multiple projects.
• Intellectual curiosity, a growth mindset, and interest in the FinTech industry.
• No more than 12 months of professional full-time work experience, excluding internships and research assistant roles.
• Must be attending a U.S.-based university for U.S. positions and able to obtain work authorization in the U.S. in 2026.
• Must be willing to relocate to the San Francisco Bay Area, CA or Salt Lake City, UT and be available to work in the San Francisco HQ or Sandy office.

Nice to Have

• Familiarity with ETL design patterns, data modeling, version control, CI/CD, AWS, Apache Airflow, or other data-engineering concepts.
• Exposure to financial statements, U.S. GAAP, SOX, audit, or financial-services regulatory requirements.
• Experience presenting dashboards, analytical findings, or recommendations to nontechnical stakeholders.

Why You’ll Love Working Here

Internship Highlights Include

• Personalized Mentorship Program
• Fully stocked kitchen (snacks & drinks)
• Access to senior leadership, including round tables with executives across all functions of SoFi

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 an inclusive culture. 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 [e-mail].

We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.