Strategic Finance Director: AI-Powered Growth

SoFi; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

SoFi seeks a Finance Business Partner to join Strategic Finance, shaping capital allocation for Checking & Savings and Credit Card. You will partner with BU leaders and build driver-based models, AI-enabled analyses.

You will lead multi-year plans, forecasts, and post-investment reviews, mentoring a high-performing team, and coordinating with Product, Marketing, Risk, Ops, Treasury, and Data teams.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field, or equivalent practical experience.
• Experience in fintech or consumer financial services is preferred.
• Strong analytical and communication skills required.

Responsibilities

• Own the financial strategy, multi-year plan, annual operating plan, and rolling forecasts for SoFi’s Checking & Savings and Credit Card units.
• Translate financial data into insights and recommendations for growth and performance.
• Develop unit economics analyses, including LTV, CAC, payback, and risk-adjusted returns.
• Lead capital allocation analyses, business cases, and post-investment review processes.
• Collaborate with Product, Marketing, Risk, Operations, Treasury, Accounting, and Data teams.
• Lead scenario planning and sensitivity analyses for rate and behavior changes.
• Identify AI use cases to enhance models, workflows, and decision making.

Skills

Strategic finance

FP&A

Financial modeling

AI in finance

Unit economics

P&L management

Cross-functional collaboration

Data analysis

Google Sheets

Presentation skills

Education

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

Tools

Google Sheets

Google Slides

Job description

SoFi seeks a Finance Business Partner to join Strategic Finance, shaping capital allocation for Checking & Savings and Credit Card. You will partner with BU leaders and build driver-based models, AI-enabled analyses.

You will lead multi-year plans, forecasts, and post-investment reviews, mentoring a high-performing team, and coordinating with Product, Marketing, Risk, Ops, Treasury, and Data teams.