Senior Associate, Corporate Finance

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Who we are :

Shape a brighter financial future with us.

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

This individual will be a key resource in supporting total company financial reporting and planning across all segments and products at SoFi.

The candidate will work closely with the Sr Executives (including CEO, CFO), Strategic Finance, Accounting, and various Business partners to drive our close / forecast processes and annual / long-range planning cycles.

Additionally, the candidate will be responsible for developing timely financial and operational reporting / metrics to help influence critical capital allocation decision-making across the Company.

The ideal candidate must possess strong communication / presentation skills and demonstrate the ability to work effectively with various operational partners.

The candidate must be proficient in Excel with strong analytical skills and attention to detail.

What you’ll do :

• Consolidation : Support the consolidation of company-wide results, analysis, forecasts, and budgets.
• Management Reporting Production : Support the creation and aggregation of materials for Executive and Board presentations.
• Partnership : Work across functions and finance stakeholders to drive analysis and reporting for business unit and functional unit strategy and results.
• Collaboration : Establish trusted relationships with cross-functional leaders to articulate and oversee the single source of truth of key financial and performance metrics.
• Support Financial Quarterly / Annual Forecast.
• Process Design & Improvement : Support the design of new processes to improve the quality and productivity of the finance team and the business in general.

What you’ll need :

• 3-5 years of financial services experience, ideally in Corporate Finance, Investment Banking, or Consulting.
• A deep understanding of financial reporting and P&L management.
• Experience preparing and presenting information to key decision-makers.
• Strong communication (verbal and written), presentation, and relationship-building skills.
• Advanced proficiency in Excel, PowerPoint, and Google Docs / Sheets / Slides.
• Collaborative working style and demonstrated ability to build strong cross-functional relationships.
• Inquisitive nature, attention to detail, diligence, and a good attitude.
• Willingness to embrace unstructured environments and problems.
• Time and project management skills.
• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• Analytical thinker with the ability to summarize financial data into clear and concise recommendations for strategic decision support.
• Results-oriented and able to roll up sleeves to accomplish tasks.
• Able to work in a fast-paced, high-growth environment.

Nice to have :

• Financial Planning System experience (i.e. Planful, Anaplan, Adaptive, IBM, etc.).
• Headcount planning experience.
• SQL experience.
• NetSuite Experience.

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 embracing diversity. 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 [email protected].

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

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