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Senior Associate, Corporate Finance Specialist
2 months ago
We are seeking a highly skilled and experienced Senior Associate to join our Corporate Finance team at SoFi. As a key member of our team, you will play a critical role in supporting our total company financials reporting and planning across all segments and products.
Key Responsibilities- Financial Reporting and Analysis: 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 and Collaboration: Work across functions and finance stakeholders to drive analysis and reporting for business unit and functional unit strategy and results.
- Process Design and Improvement: Support the design of new processes to improve the quality and productivity of the finance team and the business in general.
- 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.
- Financial Planning System experience (i.e., Planful, Anaplan, Adaptive, IBM, etc.).
- Headcount planning experience.
- SQL experience.
- NetSuite Experience.
The base pay range for this role is $89,600.00 - $168,000.00 per year. This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found on our Benefits at SoFi page.
