Manager, Strategic Finance

SoFi; Seattle (WA); On-site; USD 150,000 - 230,000; Full time

Job summary

SoFi is seeking a highly motivated Finance Business Partner to join the Strategic Finance team, focusing on SoFi Plus, our membership subscription business. You will lead forecasting, KPI tracking, and financial insights to drive growth and scalability while partnering across marketing, product, risk and operations.

You will build models for lifetime value, payback, and the impact of pricing and benefits, and collaborate with Accounting on revenue recognition.

Qualifications

• 8+ years of related experience in corporate finance, FP&A, investment banking, investment management, or consulting.
• Experience with subscription modeling including cohort analysis, LTV, recurring revenue forecasting, and unit economics.
• Experience presenting to key decision makers.
• Excellent analytical, verbal, and written communication with attention to detail.

Responsibilities

• Forecast annual and quarterly SoFi Plus financials with BU leaders and cross-functional stakeholders.
• Partner with SoFi Plus to monitor KPIs like subscriber growth, attrition, retention, LTV, and contribution margin.
• Build subscription cohort and unit economics models to evaluate payback periods and pricing impact.
• Assist the Plus team to prioritize initiatives by sizing impact on financial metrics.
• Provide recommendations on incremental investments after financial/strategic trade-offs.
• Collaborate with Accounting on subscription revenue recognition.
• Contribute to a positive culture and cross-functional relationships within Finance.

Skills

Forecasting

LTV analysis

Cohort analysis

Financial modeling

Excel / PowerPoint

FP&A systems

Stakeholder management

Cross-functional collaboration

Education

Bachelor's degree in Economics, Finance, or Accounting

Tools

Excel

PowerPoint

Google Sheets/Slides

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: We are looking for a highly motivated and experienced Finance Business Partner to join our Strategic Finance team. Strategic Finance enables SoFi to develop and execute its growth strategy by driving financial visibility and accountability. As a key business partner, you will provide financial leadership and strategic insights to SoFi Plus, our membership subscription business. This role will also focus efforts on continued improvement within overall Finance processes, scalability, and automation. What you’ll do:

• Facilitate annual and quarterly financial forecasting for SoFi Plus in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, risk and operations
• Be a strategic partner to the Plus team to identify and monitor key performance indicators—including subscriber growth, attrition, retention, LTV, and contribution margin—and develop actionable insights
• Build and maintain subscription cohort and unit economics models to evaluate lifetime value, payback periods, and the financial impact of pricing and benefit changes
• Enable the Plus team to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
• Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
• Collaborate effectively with the Accounting department on complex accounting issues, including subscription revenue recognition
• 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:

• 8+ years of related experience, ideally in corporate finance, financial planning and analysis (FP&A), investment banking, investment management, or consulting
• Prior experience with subscription modeling—including cohort analysis, LTV, recurring revenue forecasting, and unit economics—ideally supporting financial services or consumer subscription businesses
• Experience preparing and presenting information to key decision makers
• Excellent analytical, verbal, and written communication skills with rigorous attention to detail
• Expert financial modeling skills (complex formulas, effective lookups and the ability to build a financial model from scratch)
• Expert 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
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
• Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)

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 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. 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.