Strategic Finance Director — Growth, AI-Driven Insights

SoFi; San Francisco (CA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Benefits at SoFi

Job summary

SoFi is seeking an experienced Finance Business Partner to join its Strategic Finance team in San Francisco. You will shape capital allocation, develop multi-year and annual plans, and provide strategic financial leadership for Checking & Savings and the SoFi Credit Card line.

The role emphasizes advanced modeling, AI-enabled analysis, and collaboration with Product, Marketing, Risk, and Data teams to drive growth and optimize returns.

Qualifications

• 12+ years of experience in Strategic Finance, Corporate Finance, FP&A, investment banking, or related field.
• Deep expertise in consumer financial-services economics with focus on card/P&L dynamics.
• Advanced modeling and scenario-analysis skills; driver-based models from scratch.
• Fluency with AI tools used for finance modeling, automation, and decision support.
• Strong ability to synthesize info and influence senior leadership.

Responsibilities

• Own financial strategy, multi-year plan, annual operating plan, and rolling forecasts for Checking & Savings and Credit Card.
• Partner with BU leaders to translate data into insights shaping growth and performance.
• Build unit economics analyses across cohorts, channels, products, and segments.
• Lead capital allocation analyses and post-investment performance measurement.
• Collaborate with Product, Marketing, Risk, Operations, Treasury, Accounting, and Data teams.
• Lead scenario planning and sensitivity analyses for rate, behavior, and performance shifts.
• Develop business cases and establish post-investment measurement to drive returns.
• Communicate risks and opportunities to Executive Leadership; scale AI use cases in Finance.

Skills

Strategic thinking

FP&A

Financial modeling

Executive communication

Cross-functional leadership

AI-driven analytics

Problem solving

People management

Education

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

Tools

Google Sheets

Google Slides

Excel

Job description

SoFi is seeking an experienced Finance Business Partner to join its Strategic Finance team in San Francisco. You will shape capital allocation, develop multi-year and annual plans, and provide strategic financial leadership for Checking & Savings and the SoFi Credit Card line.

The role emphasizes advanced modeling, AI-enabled analysis, and collaboration with Product, Marketing, Risk, and Data teams to drive growth and optimize returns.