Operations Finance Strategist — Forecasting & Insights

SoFi

San Francisco (CA)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

SoFi in San Francisco is seeking an experienced Strategic Finance professional to drive forecasting, budgeting, and KPI insights for Global Operations. You’ll partner with accounting, FP&A, and data teams to translate operational drivers into actionable financial plans and performance indicators.

You’ll lead cross-functional initiatives, present to leadership, and shape decisions with rigorous analysis in a fast-paced, data-driven environment.

Qualifications

6+ years of experience in financial services, operations, FP&A, or corporate finance.
Experience presenting information to key decision-makers.
Advanced proficiency with Excel, Workday, Google Suite, SQL; experience with AI tools is a plus.

Responsibilities

Facilitate annual, quarterly, and intra-quarter forecasting for SoFi's Operations Function.
Support monthly close and budget vs. actual analyses with accounting and FP&A partners.
Make decisions on deviations from forecasts by weighing financial and strategic trade-offs.
Collaborate with Operations and FP&A to provide regular guidance on forward-looking performance.
Enable Operations to prioritize initiatives by evaluating impacts on volumes, revenues, and profit.
Partner with Data team to identify KPIs and develop actionable insights.
Prepare materials for management discussion on demand planning and KPIs.