Finance Transformation AI Engineer

SoFi; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Benefits at SoFi

Inclusive culture

Job summary

SoFi is seeking an Associate AI Engineer in Finance Transformation to build agentic AI workflows that transform finance processes from close and reconciliations to forecasting and reporting. You’ll partner with the AI Transformation Manager and Finance SDLC teams to move prototypes to production with explainable, auditable outputs.

You’ll implement multi‑step workflows, build telemetry for usage and ROI, and help shape how Finance users interact with AI.

Qualifications

• Bachelor’s or Master’s in Computer Science, Data Science, AI/ML, or related field, or equivalent practical experience.
• 1–3 years of experience building with LLMs or an exceptional new-grad record with agent projects (academic, personal, open‑source, or internship work).
• Demonstrated hands-on experience with LLM APIs, prompt engineering, RAG, or agent frameworks - with a portfolio of projects where you can clearly explain what you personally designed and why.
• Working Python for automation, API integration, and prototyping.
• Basic SQL for querying data (Finance-grade rigor will be developed in seat).
• Builder mindset: bias toward making a working thing.

Responsibilities

• Build multi-step AI workflows: Develop multi-step AI workflows such as planning, tool use, retrieval, structured orchestration on approved enterprise AI platforms and agentic coding tools to automate Finance processes.
• Build AI telemetry: Own usage, cost, engagement, and ROI reporting across Finance AI tools, from source extraction to dashboards leadership relies on.
• Contribute to the experience layer: Help design how Finance users interact with AI systems including workflows, interfaces, and feedback loops that build trust and adoption.
• Validate outputs: Apply and refine repeatable patterns for validating AI outputs before they inform Finance decisions such as reconciliation, documented assumptions, human-in-the-loop checkpoints.
• Prototype fast: Turn prioritized Finance use cases into working prototypes, then partner with AI SDLC and platform engineering on the path to production.
• Learn the domain: Develop Finance fluency (close, reconciliation, reporting workflows) and SQL rigor in seat, with structured support.

Skills

LLM experience

Prompt engineering

RAG / agent frameworks

Python scripting

SQL basics

Portfolio of agent projects

Stakeholder communication

Builder mindset

Education

Bachelor’s/Master’s in CS/DS/AI or related field

Equivalent practical experience

Tools

Snowflake

Cortex

Enterprise AI platforms

Job description

SoFi is seeking an Associate AI Engineer in Finance Transformation to build agentic AI workflows that transform finance processes from close and reconciliations to forecasting and reporting. You’ll partner with the AI Transformation Manager and Finance SDLC teams to move prototypes to production with explainable, auditable outputs.

You’ll implement multi‑step workflows, build telemetry for usage and ROI, and help shape how Finance users interact with AI.