Director of Strategic Finance, SoFi

• 12+ years of related experience, ideally in corporate finance, financial planning and analysis (FP&A), investment banking, investment management, or consulting
• Experience preparing and presenting information to key decision makers
• Excellent analytical, verbal, and written communication skills with rigorous attention to detail
• Expert financial modeling skills (complex formulas, effective lookups and the ability to build a financial model from scratch)
• Expert 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
• Inquisitive nature, attention to detail, diligence, work ethic, a learning mindset, and a positive attitude
• Willingness to embrace unstructured environments and problems, and manipulate large data sets
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
• Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)

Desirable

• We are looking for a highly motivated and experienced Finance Business Partner to join our growing Strategic Finance team
• Strategic Finance enables SoFi to develop and execute its growth strategy by driving financial visibility and accountability
• As a key business partner you will provide financial leadership and strategic insights to two of SoFi's most critical and rapidly growing business lines: SoFi Checking & Savings and SoFi Credit Card
• This role will also focus efforts on continued improvement within overall Finance processes, scalability, and automation
• Facilitate annual and quarterly financial forecasting for SoFi's rapidly growing Checking & Savings and Credit Card businesses in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, risk and operations
• Be a strategic partner to the Checking & Savings and Credit Card teams to identify and monitor key performance indicators and develop actionable insights
• Enable the Checking & Savings and Credit Card teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
• Drive informed decision-making by developing and presenting cost-benefit analyses, quarterly forecasts, and key business updates to Executive Leadership
• Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
• Collaborate effectively with the Accounting department on complex accounting issues
• Manage a small team to meet ambitious goals effectively and in a timely manner
• Show up as a positive culture carrier aligned with our values, driving inclusiveness, belonging, and mentorship within and outside of Finance