Strategic Finance Analyst, Operations & Forecasting

SoFi; Seattle (WA); On-site; USD 110,000 - 170,000; Full time

Job summary

SoFi in Seattle is seeking a Strategic Finance professional to forecast, budget, and analyze Global Operations performance, turning data into actionable insights for leadership.

You will partner with accounting, data science, and business teams to drive KPI visibility, plan initiatives, and support disciplined, data-driven decision making.

Requires 6+ years in FP&A or related finance roles, advanced Excel/Workday/SQL/Google Suite skills, and a BA/BS in Economics, Finance, or Accounting.

Qualifications

• 6+ years in FP&A, financial services, or related roles.
• Experience presenting information to key decision-makers.
• Excellent verbal and written communication skills.
• Advanced proficiency with Excel, Workday, Google Suite, SQL and AI tools.
• Collaborative, cross-functional mindset.
• Attention to detail, diligence, and flexibility.
• Ability to thrive in unstructured environments.
• Bachelor’s degree in Economics, Finance, or Accounting.

Responsibilities

• Forecast annually, quarterly, and intra-quarter for Operations Function.
• Support monthly close and budget vs actual analyses with accounting/finance partners.
• Decide deviations from forecast by weighing financial and strategic trade-offs.
• Collaborate with Operations and FP&A to guide forward-looking performance.
• Prioritize initiatives by sizing impacts on volumes, revenues, and profit.
• Partner with Data to identify KPIs and actionable insights.
• Prepare internal/external materials for management discussion and analysis.

Skills

Financial forecasting

Budgeting

Financial analysis

Cross-functional collaboration

Advanced Excel

Workday

SQL

Google Suite

AI tooling awareness

Communication skills

Time management

Problem solving

Education

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

Tools

Excel

Workday

Google Suite

SQL

Job description

SoFi in Seattle is seeking a Strategic Finance professional to forecast, budget, and analyze Global Operations performance, turning data into actionable insights for leadership.

You will partner with accounting, data science, and business teams to drive KPI visibility, plan initiatives, and support disciplined, data-driven decision making.

Requires 6+ years in FP&A or related finance roles, advanced Excel/Workday/SQL/Google Suite skills, and a BA/BS in Economics, Finance, or Accounting.