Senior Financial Analyst

2 months ago

Cottonwood Heights, United States SoFi Full time

The role This individual will be a key resource in supporting total company financials 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.

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: Working 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

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