Senior Associate, Strategic Finance - SoFi


Senior Associate, Strategic Finance


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.

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:

  • Drive the financial planning process for a key strategic initiative for the company
  • Establish trusted relationships with cross-functional leaders to articulate and oversee the “single source of truth” of key financial and performance metrics
  • Own the development and administration of a complex long-range financial model across all of SoFi’s business units; 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
  • Lead the development and regular communication of forward looking financial performance metrics
  • Act as day to day finance partner to the CFO and the finance leadership team to facilitate rigorous and actionable evaluation of business performance against strategies

Required Qualifications:

  • 5-7 years of financial services experience, ideally in consumer lending, private equity or investment banking
  • A deep understanding of the P&L dynamics of a consumer finance business
  • 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