Senior Strategic Finance Director

3 weeks ago


New York, New York, United States SoFi Full time
Job Overview

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 Role

We 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.
Requirements
  • 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.
Salary

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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