Strategic Finance Analyst, Operations

What you’ll do

• Facilitate annual, quarterly, and intra-quarter financial forecasting for SoFi’s Operations Function
• Support the monthly close and budget vs. actuals analysis in partnership with accounting and strategic finance partners to drive clarity and accountability on expense trends for Operations and Business leadership
• Make decisions on whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic trade-offs
• Work with key stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance
• Enable the Operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impacts on volumes, revenues, and variable profit
• In partnership with the Data team, identify and monitor key performance metrics and develop actionable insights
• Prepare internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators (e.g. demand planning, budget vs actuals, operational-specific KPIs)

What you’ll need

• 6+ years of experience, ideally in financial services, operations, private equity, FP&A, consulting or corporate finance
• Excellent verbal and written communication skills
• Advanced technical proficiency with the capacity to leverage tools like Excel, Workday, Google Suite, SQL, and emerging AI technologies to solve complex problems
• Collaborative working style and demonstrated ability to build strong cross-functional relationships
• Inquisitive nature, attention to detail, diligence, and a flexible attitude
• Willingness to embrace unstructured environments and problems
• Time and project management skills