Senior Strategic Finance Director
3 weeks ago
Sofi is a next-generation financial services company and national bank, using innovative technology to help millions of members achieve their financial goals. We are seeking a highly experienced Finance Business Partner to join our growing Strategic Finance team, enabling Sofi to drive financial visibility and accountability across our lending businesses.
About the RoleWe are looking for a passionate and experienced finance professional to improve strategic and financial decision-making for Sofi's lending businesses. The successful candidate will facilitate annual and quarterly financial forecasting, develop actionable insights, and enable the lending teams to prioritize initiatives and make real-time decisions.
Responsibilities- Facilitate annual and quarterly financial forecasting for Sofi's lending businesses in partnership with BU leaders and 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.
- 7+ years of related experience in corporate finance, financial planning, and analysis (FP&A), investment banking, investment management, or consulting.
- FP&A experience supporting financial services industry is critical.
- Experience preparing and presenting information to key decision-makers.
- Excellent analytical, verbal, and written communication skills.
- Advanced proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides.
- Experience with FP&A systems.
- Collaborative working style and demonstrated ability to build strong cross-functional relationships.
The estimated salary range for this role is between $120,000 - $180,000 per year, depending on individual factors such as experience, skills, and location.
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