Director, Strategic Finance
Director, Strategic Finance
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The role:
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 SoFis 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.
What youll do:
- Facilitate annual and quarterly financial forecasting for SoFis 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 realtime decisions by evaluating and sizing impact to key growth and financial metrics
- Drive informed decisionmaking by developing and presenting costbenefit analyses quarterly forecasts and key business updates to Executive Leadership
- Prepare recommendations on incremental investment opportunities by weighing financial and strategic tradeoffs
- 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
What youll need:
- 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 crossfunctional 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 fastpaced dynamic environment and manage multiple priorities effectively
- Bachelors degree in Economics Finance Accounting or equivalent knowledge (CFA FP&A experience Investment analyst)
Nice to have:
- FP&A experience supporting the financial services industry is a strong plus
- Deep understanding of Credit Card Unit Economics and P&L dynamics
- Previous people management experience
Required Experience:
Director
Employment Type
Full Time
