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Lead Financial Insights Analyst

2 months ago

Frisco, Texas, United States SoFi Full time

Financial Reporting Analyst

About Us:
SoFi is a premier financial services organization committed to transforming the financial landscape for individuals.

Our cutting-edge mobile technology is setting new standards in the industry, and we are in search of a skilled professional to enhance our capabilities.

At SoFi, you will have the chance to significantly impact the financial journeys of our clients while progressing in your professional career.


Job Description:

  • Assist in the aggregation of companywide financial outcomes, projections, and budgets
  • Prepare documentation for executive and board meetings
  • Collaborate with interdisciplinary teams to shape business strategies
  • Develop essential financial and performance indicators
  • Support the preparation of quarterly and annual financial forecasts
  • Enhance processes within the finance team

Requirements:

  • 3-5 years of experience in finance, investment banking, or consulting
  • Expertise in financial reporting and profit & loss management
  • Excellent communication and presentation abilities
  • Advanced skills in Excel and PowerPoint
  • Team-oriented working approach
  • Bachelor's degree in Finance, Business, or a related discipline
  • Analytical mindset with the capability to synthesize financial data
  • Results-driven and adept at thriving in a dynamic environment

Benefits:

  • Competitive compensation
  • Comprehensive benefits package
  • Commitment to equal employment opportunities
  • Focus on diversity and inclusion
  • Reasonable accommodations for candidates with disabilities