Manager, Financial Operations

SoFi Tech Solutions; Sandy (UT); On-site; USD 90,000 - 150,000; Full time

Job summary

SoFi Tech Solutions seeks a Manager, Financial Operations to lead a high-performing team responsible for financial workflows, reconciliation activities, and data quality improvements. You will oversee both an established FinOps group and a newly integrated reconciliation team, ensuring accurate execution, strong controls, and scalable processes.

In this hands-on leadership role, you will partner with Product, Engineering, Data, Finance, Compliance, Risk and bank partners, drive automation,

Qualifications

• Experience leading financial operations, reconciliation, banking operations, or similar teams.
• Proven people leadership skills including coaching and performance management.
• Strong understanding of reconciliation workflows and controls.
• Hands‑on SQL skills to query data and investigate exceptions.
• Strong analytical and problem‑solving abilities to identify root causes.
• Strategic thinker with a process‑improvement mindset.
• Ability to balance hands‑on work with team leadership in fast‑paced environments.

Responsibilities

• Lead the Financial Operations team handling tickets, reporting, and workflows.
• Develop reconciliation specialists for Settlement reporting and related activities.
• Improve network data quality and issue resolution with cross‑functional partners.
• Provide day‑to‑day leadership, coaching, and performance management.
• Establish operating rhythms, SLAs, escalation paths, and quality expectations.
• Partner with Product, Engineering, Data, Finance, Compliance, Risk, and bank teams.
• Communicate status and coordinate timely issue resolution with clients and banks.
• Use SQL and data analysis to research issues and drive root cause analysis.
• Strengthen controls and documentation across reconciliation processes.
• Identify opportunities to reduce manual work and increase automation.
• Monitor performance metrics and aging items for proactive management.
• Translate complex issues into business impacts and action plans.
• Help integrate new responsibilities into the broader Financial Operations function.

Skills

Leadership

SQL

Analytical thinking

Communication

Stakeholder management

Process improvement

Attention to detail

Fast‑paced adaptability

Tools

Jira

Snowflake

Job description

Who We Are

Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. SoFi Tech Solutions (formerly Galileo Financial Technologies) is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. SoFi Tech Solutions leads its industry with superior fraud detection, security, decision‑making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at https://tech.sofi.com/careers/

The Role

We are seeking a Manager, Financial Operations to lead a high-performing operations team responsible for critical financial workflows, reconciliation activities, ticket resolution, and data quality improvements. This role will oversee both an established FinOps team and a newly integrated group of reconciliation specialists, ensuring accurate execution, strong controls, effective cross-functional partnership, and continuous improvement across key operational processes. The Manager, Financial Operations will be responsible for leading day-to-day execution while also identifying opportunities to improve processes, strengthen controls, increase automation, and scale the team’s impact. This role will also serve as a trusted operational point of contact for client and bank partners, ensuring clear communication, effective expectation management, and timely follow-through on issues, requests, and escalations. This is a hands‑on leadership role for someone who is comfortable working across detailed operational workflows, complex data sets, technical partners, external stakeholders, and evolving business priorities.

What You’ll Do

• Lead the Financial Operations team responsible for managing support tickets, creating QMR/GOC network reporting, resolving operational issues, and supporting timely execution of financial operations workflows.
• Manage and develop reconciliation specialists responsible for Settlement reporting reconciliation, Money Movement approvals, Cobrand FBO reconciliation review, suspense reconciliation, and Billpay‑related operational activities.
• Support EPD and other cross‑functional partners by driving improvements to network data quality, operational data integrity, and issue resolution processes.
• Provide day‑to‑day leadership, coaching, prioritization, and performance management for team members across multiple financial operations functions.
• Establish clear operating rhythms, service levels, escalation paths, and quality expectations for ticket management, reconciliation review, approvals, and issue resolution.
• Partner with Product, Engineering, Data, Finance, Accounting, Compliance, Risk, Operations, client, and bank partner teams to investigate issues, improve workflows, and support scalable operational solutions.
• Serve as a professional operational liaison for client and bank partners by communicating status, clarifying requirements, managing expectations, and coordinating timely resolution of issues and escalations.
• Use SQL and data analysis to research issues, validate transactions, identify trends, support reconciliations, and drive root cause analysis.
• Strengthen controls and documentation across reconciliation processes, approval workflows, suspense management, and financial operations support activities.
• Identify opportunities to reduce manual work, improve accuracy, increase automation, and enhance operational visibility through reporting and process redesign.
• Monitor team performance, operational metrics, aging items, exception volumes, and recurring issue patterns to support proactive management and continuous improvement.
• Translate complex operational issues into clear business impacts, recommendations, and action plans for leadership and cross‑functional stakeholders.
• Help integrate new responsibilities, processes, and team members into the broader Financial Operations function while maintaining execution quality and business continuity.

What You’ll Need

• Experience leading financial operations, reconciliation, banking operations, payments operations, card operations, or similar operational teams.
• Proven people leadership skills, including coaching, prioritization, accountability, performance management, and team development.
• Strong understanding of reconciliation workflows, exception management, operational controls, approvals, and issue resolution processes.
• Hands‑on SQL skills with the ability to query data, investigate exceptions, validate results, and support operational decision‑making.
• Strong analytical and problem‑solving skills, with the ability to identify root causes, evaluate operational risk, and recommend practical solutions.
• Strategic thinking and process improvement mindset, including experience improving workflows, documentation, controls, reporting, or automation.
• Ability to operate effectively in a fast‑paced environment with competing priorities, evolving processes, and cross‑functional dependencies.
• Excellent communication and stakeholder management skills, including the ability to explain complex operational and data issues clearly to technical, non‑technical, client, and bank partner audiences.
• Strong attention to detail and commitment to accuracy, timeliness, and operational excellence.
• Ability to balance hands‑on execution with team leadership, stakeholder management, and longer‑term operational transformation.

Nice To Have

• Experience with banking‑as‑a‑service, card programs, payment networks, FBO account structures, suspense reconciliation, or Billpay operations.
• Experience partnering with Product, Engineering, and Data teams on operational tooling, data quality, reporting, or automation initiatives.
• Familiarity with Jira, SQL, Snowflake, dashboards, and operational reporting.
• Experience building or improving operating procedures, control frameworks, reconciliation documentation, and escalation processes.

SoFi Tech Solutions 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 Tech Solutions is committed to an inclusive culture. As part of this commitment, SoFi Tech Solutions 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]. 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.