Strategic Finance Senior Associate, SoFi

• 3-5 years of financial services experience, ideally in Corporate Finance, Investment Banking, or Consulting
• A deep understanding of financial reporting and P&L management
• Experience preparing and presenting information to key decision-makers
• Strong communication (verbal and written), presentation, and relationship-building skills
• Advanced proficiency in Excel, PowerPoint and Google Docs/Sheets/Slides
• Collaborative working style and demonstrated ability to build strong cross-functional relationships
• Inquisitive nature, attention to detail, diligence and a good attitude
• Willingness to embrace unstructured environments and problems
• Time and project management skills
• Bachelor’s degree in Business, Finance, Accounting or or a related field
• Analytical thinker with the ability to summarize financial data into clear and concise recommendations for strategic decision support
• Results-oriented and able to roll-up sleeves to accomplish tasks
• Able to work in a fast paced, high-growth environment

Desirable

• This individual will be a key resource in supporting total company financials reporting and planning across all segments and products at SoFi
• The candidate will work closely with the Sr Executives (including CEO, CFO), Strategic Finance, Accounting and various Business partners to drive our close/forecast processes and annual/long range planning cycles
• Additionally, the candidate will be responsible for developing timely financial and operational reporting/metrics to help influence critical capital allocation decision making across the Company
• Consolidation: Support the consolidation of company-wide results, analysis, forecasts, and budgets
• Management Reporting Production: Support the creation and aggregation of materials for Executive and Board presentations
• Partnership: Working across functions and finance stakeholders to drive analysis and reporting for business unit and functional unit strategy and results
• Collaboration: Establish trusted relationships with cross-functional leaders to articulate and oversee the “single source of truth” of key financial and performance metrics
• Support Financial Quarterly / Annual Forecast
• Process Design & Improvement: Support the design of new processes to improve the quality and productivity of the finance team and the business in general