Strategic Finance Partner at SoFi
San Francisco, CA, US



At SoFi, you’ll become part of a new kind of finance company whose ambition is to help our members achieve financial independence and reach their goals. We aim to be at the center of our members’ financial lives, and to help every member get their money right. We created student loan refinancing, addressing the biggest financial challenge of a new generation through a modern approach to lending and personal finance. Next we expanded our products and services across loans, wealth management, and insurance. SoFi Money—a modern take on a checking or savings account--is our newest innovation and disruption to the financial services industry. SoFi has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent. And that starts with you.


This position is in our San Francisco office.


Who we are:

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


What you’ll do:

● Facilitate annual and quarterly financial forecasting for Student Loan Refinance, Personal Loans, and In School Loans in partnership with Business Unit (BU) leaders and collaboration with stakeholders across marketing, credit, pricing, product, and operations

● Make decisions on if the firm should deviate from forecasted quarterly plan by weighing financial and strategic trade offs

● Work with key cross functional stakeholders and FP&A team to create and communicate a weekly call on forward looking financial performance

● Enable the BU, marketing, credit, pricing, product, and operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to volume, revenue, and variable profit

● In partnership with the data team, identify and monitor key performance metrics and develop actionable insights

● Prepare quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators


Required Qualifications:

● 3-5 years of experience, ideally in consumer lending, private equity, investment banking or consulting

● Experience preparing and presenting information to key decision makers

● Excellent verbal and written communication 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 Economics, Finance, Accounting or a related field



● Inspiring company mission

● Competitive compensation, including stock options

● Generous paid time off

● Free lunch and healthy snacks

● Subsidized gym membership

● Medical, dental and vision insurance

● 100% of health, vision, and dental premiums paid by SoFi for employees and dependents

● 401K and commuter benefits

● Tuition reimbursement on approved programs, up to $5,250 / year

● Monthly contribution to help you pay off your student loans