Description

Financial Analyst

SoFi is seeking a financial analyst who will be responsible for the day to day funding process of the company’s core products including student loan refinance, personal loans, and mortgage loans. The analyst will support a rapidly growing funding business and will be a critical component of processing daily transactions and reporting. Responsibilities will also include administrative functions related to ongoing business management and new business initiatives with our large banking partners. The analyst will need to work collaboratively with internal constituents as well as our partner banks and third party vendors to ensure compliance with various credit facility requirements.

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 investing. 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.

Responsibilities include, but not limited to:

• Handle day to day funding functions with a strict adherence to deadlines
• Prepare financial and servicer reporting
• Administrative functions such as managing the company’s electronic collateral vaults
• Loan and collateral reconciliations
• Collaborate across departments to support financial infrastructure
• Liaise with external banking institutions and third party vendors
• Other ad hoc projects and reporting as necessary

Qualifications/Requirements:

• 1-3 years in the financial services industry, with a solid understanding of asset backed securities and the securitization process
• Previous experience in banking, funding, or treasury operations preferred
• Experience preparing financial reports and projections based on analysis
• Computer skills, including Advanced Excel, Word, and Power Point
• Strong analytical and problem solving skills
• Excellent communication and organizational skills
• Strong attention to detail
• Ability to work in a fast paced environment and adhere to deadlines
• Bachelor's degree in Business focus in Accounting or Finance preferred, but not required.

Benefits:

• Employer paid lunch program, a fully stocked kitchen, and subsidized gym membership.
• Competitive salary packages and bonuses.
• A flexible vacation policy allows you to truly relax and reboot.
• Comprehensive health, vision, dental, and life insurance as well as disability benefits.
• 100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.
• 401(k) and education on retirement planning.
• Tuition reimbursement on approved programs, up to $5,250 a year.
• Monthly contribution to help you pay off your student loans.

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Description

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.

You will:

• Collaborate with stakeholders across SoFi to evaluate and execute potential acquisitions and investments
• Assist on all aspects of the deal, including sourcing, qualification, initial rationale and pitch, financial modeling, due diligence, closing and integration activities
• Stay apprised of broader industry developments and key business metrics
• Identify and qualify new ideas and companies for SoFi from variety of sources
• Maintain close ties to SoFi executives and industry leaders

Requirements:

• 1-3 years of experience in one or more of investment banking, corporate development, venture capital, private equity, or management consulting
• Strong analytical skills, experience performing financial, valuation and broad quantitative analyses, and familiarity with accounting & key operational metrics
• Experience in a deal environment
• Experience preparing and presenting information to key decision makers
• Excellent verbal and written communication skills
• Enthusiasm for technology, products, and consumer finance
• Willingness to embrace unstructured environments and problems
• High level of reliability and humility

Benefits

• Employer paid lunch program, a fully stocked kitchen, and subsidized gym membership.
• Competitive salary packages and bonuses.
• A flexible vacation policy allows you to truly relax and reboot.
• Comprehensive health, vision, dental, and life insurance as well as disability benefits.
• 100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.
• 401(k) and education on retirement planning.
• Tuition reimbursement on approved programs, up to $5,250 a year.
• Monthly contribution to help you pay off your student loans

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• BA/BS in Finance, Accounting, Business or a related field of study, MBA preferred
• 8+ years experience in Financial Planning and Analysis preferably in a high growth consumer internet company
• Experience managing COGS in a consumer based internet company is a plus
• Advanced modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
• Strong communication and interpersonal skills are essential to interface with senior management on a regular basis
• Demonstrated leadership and partnering skills including managing up and influencing cross functionally
• Experience developing and retaining a high performing team
  • Excellent verbal and written communication, experience presenting analyses to senior leadership and ability to lead and drive initiatives

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Description

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.

You will: 

• Collaborate with stakeholders across SoFi to evaluate and lead potential acquisitions and investments
• Assist on all aspects of the deal, including sourcing, qualification, initial rationale and pitch, financial modeling, due diligence, closing and integration activities
• Stay apprised of broader industry developments and key business metrics
• Identify and qualify new ideas and companies for SoFi from variety of sources
• Maintain close ties to SoFi executives and industry leaders

Requirements:

• 4-7 years of experience in one or more of investment banking, corporate development, venture capital, private equity, or management consulting
• Strong analytical skills, experience performing financial, valuation and broad quantitative analyses, and familiarity with accounting & key operational metrics
• Experience in a deal environment
• Experience preparing and presenting information to key decision makers
• Excellent verbal and written communication skills
• Enthusiasm for technology, products, and consumer finance
• Willingness to embrace unstructured environments and problems
• High level of reliability and humility

Benefits

• Employer paid lunch program, a fully stocked kitchen, and subsidized gym membership.
• Competitive salary packages and bonuses.
• A flexible vacation policy allows you to truly relax and reboot.
• Comprehensive health, vision, dental, and life insurance as well as disability benefits.
• 100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.
• 401(k) and education on retirement planning.
• Tuition reimbursement on approved programs, up to $5,250 a year.
• Monthly contribution to help you pay off your student loans

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As part of the FP&A team, you will own weekly in-month revenue forecasting and the story that is communicated to the executive team.  You will use your understanding of macro market shifts, business trends, partner changes, product launches and marketing efforts to accurately forecast revenue and compile the story behind it.  It will be your responsibility to highlight noteworthy insights, trends and figure out how to most effectively communicate them to the Finance and broader leadership teams. You will create the weekly KPI presentation for the executive team and be responsible for compiling the story of what’s going on in the business.  The executive team will use your work on a weekly basis to direct areas of focus and in decision making. Your work will help guide the understanding of the business and direct where cross-functional teams should focus resources. A primary focus will be to continuously refine the forecast methodology to optimize for accuracy, ease of understanding outputs and ease of use.  Building deep partnerships with Analytics, BD, Marketing, RecOps, Data, BizOps and Product will be crucial for success in this role. Having a high sense of ownership, a natural interest in continuously improving the way the business is viewed and a strong ability to communicate with non-financially minded peers is also key for this position.  Previous experience with revenue forecasting, core metrics/KPIs, and partnering cross-functionally with an emphasis on understanding the business context behind the numbers is important. You should also have extensive knowledge of Excel, Powerpoint, the Google Doc suite and Looker.  The role will report to our Financial Planning and Analysis Senior Manager. 

Responsibilities:

• Own the in-month revenue forecast leveraging cross-functional partnerships (ex. FP&A vertical leads, Analytics, BizOps, Marketing, Engineering, BD, Data, RecOps and Product teams) to accurately forecast revenue
• Understand member engagement metrics and the implications via ongoing partnership with Marketing
• Leverage the revenue forecast and your understanding of current / historic performance of key metrics to create the weekly KPI presentation to identify trends, business shifts, areas of concern and areas of strength for the executive team
• Quantify month-over-month business shifts by partnering with Marketing, FP&A, Analytics, BD and BizOps
• Own monthly rolling forecast consolidations and drive that timeline with the FP&A team and broader cross-functional partners
• Continue to improve the revenue forecast and KPI creation to drive efficiencies and deliver added insights to the business
• Investigate and communicate financial performance variance relative to expectations, partnering with respective departments across the company to gain additional insight

Qualifications:

• Bachelor’s degree in Math, Economics, Finance, Business or another related field
• 3 to 5 years of relevant work experience (experience in investment banking or high growth companies preferred)
• A rigorous analytical mind able to effectively communicate findings to non-financial partners
• Ability and comfort working cross-functionally
• Self-starter, intellectually curious and a fast learner
• Extremely proficient in Excel, Powerpoint and the Google Doc suite

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Finance Coordinator, LATAM

Mexico City

Job Summary

We currently have a great opportunity for a Finance Coordinator for our operations in Latam. This position reports to our Finance Manager - Community Programs.  This position will be located in Mexico City. The successful candidate will be highly accountable, detail-oriented, self-motivated, comfortable making decisions, proactive, and have a demonstrated ability to quickly establish trusting relationships within and outside of the company.

Responsibilities:

• Provide top quality and timely customer support to our Community Leaders with their financial processes, including budgeting, reimbursements, invoicing and more.
• Create materials to train and support Community Leaders on finance issues.
• Automate manual support processes where possible (ie canned responses in Spanish, templates etc).
• Perform activities of accounts payable in order to ensure compliance with all financial obligations of the company.
• Perform activities of accounts receivable in order to ensure that all the company's claims are received in a timely manner.
• Prepare cash forecasts, to detect funding needs or investment of resources.
• Negotiate banking expenses, insurance and other bank charges in order to minimize the costs of such transactions.
• Check the accuracy of all documentation relating to payments, according to the established rules and procedures.
• Support the office lead with office management duties such as managing the relationship with landlord, banks, and others.
• Control contracts for services, leasing, rental, and long-term financing.
• Prepare monthly cash flow, profit & loss and balance sheet reports.
• Perform month end close task to ensure all event finances have been closed properly.
• Work with and provide monthly accounting documentation to our tax accountant to ensure proper tax reporting    
• Create invoices in Facturama Platform, rRegister sales and issue invoices to customers.
• Keep files and records of the company updated and organized.
• Provide finance updates to the Techstars staff.
• Ensuring compliance to Mexican and US Accounting.

Qualifications:

• Fluent in Spanish and English
• Bachelor's degree in Accounting strongly preferred
• Minimum of 3 years of experience
• Accrual Accounting knowledge
• Tax law knowledge in México
• Previous experience with working with MS Excel/Google Sheets
• Strong initiative and ability to manage multiple projects timely & accurately
• Tech savvy and can pick up new processes and systems fast
• Excellent Communication skills - written and verbal
• Must be detail oriented with strong organizational and analytical skills
• Ability to work well with others in fast-paced, dynamic environment
• Ability to work independently and as a team member with excellent interpersonal skills
• Excellent time management skills
• Fits the Techstars culture (people-oriented, adaptable, supportive, creative)

Perks and Compensation:

• Competitive salary commensurate with experience
• Flexible Time Off Policy
• Professional Development Stipend
• "GiveBack" Days
• Deep exposure to Techstars’ network of 5000+ top caliber entrepreneurs, investors, mentors and corporations

About Techstars

About Techstars Techstars is the worldwide network that helps entrepreneurs succeed. Techstars founders and their teams connect with other entrepreneurs, experts, mentors, alumni, investors, community leaders, and corporate partners who will help their companies grow. Techstars operates three divisions: Techstars Startup Programs, Techstars Mentorship-Driven Accelerator Programs and Techstars Corporate Innovation Partnerships. Techstars Mentorship-Driven Accelerator Programs help founders do more faster and Techstars Startup Programs inspire, educate and connect entrepreneurs. Techstars Corporate Innovation Partnerships helps brands supercharge growth by accelerating innovation and cultural transformation. Techstars accelerator portfolio includes more than 1,700 companies with a market cap of $20.6 Billion. www.techstars.com

Techstars is an affirmative action, equal opportunity employer and does not discriminate on the basis of race, sex, age, national origin, religion, physical or mental disabilities, marital status, Veteran status, sexual orientation, nor any other basis prohibited by law.

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