Senior Associate Strategic Finance
SofiUT - Cottonwood Heights; CA - San Francisco; TX - Frisco; NY - New York City; WA - Seattle; FL - Jacksonville; NC - CharlottePosted 7 April 2026
Tech Stack
Job Description
Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
Strategic Finance enables SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts.
What you’ll do:
Facilitate annual and quarterly financial forecasting for the Personal Lending Business in collaboration with stakeholders across marketing, product, and operations
Act as day to day finance partner for the business to identify and monitor key performance indicators and develop actionable insights
Enable the cross-functional BU leadership teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
Prepare quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
Work closely with Accounting and Corporate Finance to understand month-end close entries and allocations
What you’ll need:
3+ years of related experience, ideally in FPA, private equity, investment banking or consulting
An understanding of a consumer lending business is a big plus
Experience preparing and presenting information to key decision makers
Excellent verbal and written communication skills
Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides
SQL skills a plus
Experience with financial planning systems a plus (i.e Adaptive, Host, Workday, etc.)
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
Bachelor's degree in Economics, Finance, Accounting or a related field
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi
page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment,
SoFi
offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email
accommodations@sofi.com.
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