Senior Corporate Finance Associate

2 weeks ago

Seattle, Washington, United States SoFi Full time
Employee Applicant Privacy Notice

About Us:

At SoFi, we are redefining the landscape of personal finance. Our innovative, mobile-first technology empowers millions of members to achieve their financial aspirations. As a next-generation financial services provider and national bank, we are at the forefront of an industry undergoing significant transformation. Our core values guide us in making a meaningful impact on people's lives every day. Invest in your future, your career, and the financial sector with us.

Position Overview

The selected candidate will play a pivotal role in supporting comprehensive financial reporting and planning across all company segments and products. This role involves close collaboration with senior executives, including the CEO and CFO, as well as strategic finance, accounting, and various business partners to facilitate our financial close, forecasting processes, and long-term planning cycles. Additionally, the candidate will be tasked with generating timely financial and operational reports to influence critical capital allocation decisions across the organization.

Key Responsibilities:
  • Consolidation: Assist in the consolidation of company-wide financial results, analyses, forecasts, and budgets.
  • Management Reporting: Aid in the preparation and aggregation of materials for executive and board presentations.
  • Cross-Functional Partnership: Collaborate with various finance stakeholders to drive analysis and reporting for business unit strategies and outcomes.
  • Relationship Building: Establish trusted connections with cross-functional leaders to maintain a reliable source of key financial and performance metrics.
  • Support Financial Forecasting: Assist in the preparation of quarterly and annual financial forecasts.
  • Process Improvement: Contribute to the design of new processes aimed at enhancing the quality and productivity of the finance team and the broader business.
Qualifications:
  • 3-5 years of experience in financial services, preferably in Corporate Finance, Investment Banking, or Consulting.
  • Strong understanding of financial reporting and P&L management.
  • Experience in preparing and presenting information to key decision-makers.
  • Excellent communication (verbal and written), presentation, and relationship-building skills.
  • Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides.
  • Collaborative approach with a proven ability to foster strong cross-functional relationships.
  • Detail-oriented, diligent, and inquisitive mindset.
  • Ability to thrive in unstructured environments and tackle complex problems.
  • Strong time and project management skills.
  • Bachelor's degree in Business, Finance, Accounting, or a related field.
  • Analytical thinker capable of summarizing financial data into clear recommendations for strategic decision-making.
  • Results-driven with a hands-on approach to task completion.
  • Able to navigate a fast-paced, high-growth environment.
Preferred Qualifications:
  • Experience with Financial Planning Systems (e.g., Planful, Anaplan, Adaptive, IBM).
  • Familiarity with headcount planning.
  • SQL proficiency.
  • Experience with NetSuite.
Compensation and Benefits

The base pay range for this position is provided below. The final base pay offer will be determined based on individual factors such as experience, skills, and location.
To explore our comprehensive and competitive benefits, please visit our Benefits at SoFi page.
SoFi is an equal opportunity employer and is committed to diversity and inclusion in the workplace.

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