Strategic Finance Analyst, Operations

SoFi; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

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.

Skills

Forecasting

Excel

Workday

SQL

Google Suite

AI tools

Communication

Cross-functional collaboration

Attention to detail

Time management

Education

Bachelor's degree in Economics, Finance, Accounting, or related field

Tools

Excel

Workday

Google Suite

SQL

Job description

Who we are:

Shape a brighter financial future with us.

Employee Applicant Privacy Notice

Who we are:

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:

Strategic Finance enables SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts.

SoFi's Global Operations is responsible for delivering SoFi's end-to-end member servicing and operational support across products, including account opening, loan funding, member support, fraud operations, and service readiness. The team partners across business, product, engineering, risk, and vendor organizations to improve the member experience while balancing service quality, operational risk, unit economics, staffing capacity, and expense efficiency.

A finance partner supporting Global Operations helps translate these operational drivers into forecasts, budgets, KPI insights, and investment tradeoffs that enable leaders to make disciplined, data-driven decisions.

What you'll do:

• Facilitate annual, quarterly, and intra-quarter financial forecasting for SoFi's Operations Function
• Support the monthly close and budget vs. actuals analysis in partnership with accounting and strategic finance partners to drive clarity and accountability on expense trends for Operations and Business leadership
• Make decisions on whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic trade-offs
• Work with key stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance
• Enable the Operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impacts on volumes, revenues, and variable profit
• In partnership with the Data team, identify and monitor key performance metrics and develop actionable insights
• Prepare internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators (e.g. demand planning, budget vs actuals, operational-specific KPIs)

What you'll need:

• 6+ years of experience, ideally in financial services, operations, private equity, FP&A, consulting or corporate finance
• Experience preparing and presenting information to key decision-makers
• Excellent verbal and written communication skills
• Advanced technical proficiency with the capacity to leverage tools like Excel, Workday, Google Suite, SQL, and emerging AI technologies to solve complex problems.
• Collaborative working style and demonstrated ability to build strong cross-functional relationships
• Inquisitive nature, attention to detail, diligence, and a flexible attitude
• Willingness to embrace unstructured environments and problems
• Time and project management skills
• Bachelor's degree in Economics, Finance, Accounting, or a related field

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].

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.