Strategic Finance Director

1 day ago


New York, New York, United States SoFi Full time

Job Title: Strategic Finance Director

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Company Overview: SoFi is a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.

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Salary: Estimated annual salary: $120,000 - $180,000 based on industry standards and job requirements.

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Job Description: The Strategic Finance Director will enable SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts. This role will be responsible for improving strategic and financial decision-making for SoFi's Lending businesses including the Home Lending Business.

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Key Responsibilities:

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  • Facilitate annual and quarterly financial forecasting for SoFi's Lending businesses in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, operations, accounting, treasury, credit, risk, and capital markets
  • Be a strategic partner to the Lending teams to identify and monitor key performance indicators and develop actionable insights
  • Enable the Lending teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
  • Prepare quarterly materials to facilitate management discussion and analysis of key financial and business performance indicators
  • Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
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Required Skills and Qualifications: 7+ years of related experience, ideally in corporate finance, financial planning, and analysis (FP&A), investment banking, investment management, or consulting. FP&A experience supporting financial services industry is critical. Advanced proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides. Experience with FP&A systems. Willingness to embrace unstructured environments and problems, and manipulate large data sets. Time and project management skills. Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst).

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Benefits: SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. SoFi is committed to embracing diversity and offers reasonable accommodations to candidates with physical or medical disabilities.

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Others: Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.



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