Senior Associate, Strategic Finance - Member
Senior Associate, Strategic Finance - Member
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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 youll do:
- Facilitate annual and quarterly financial forecasting for SoFis Member Business Unit (BU) leaders and in collaboration with stakeholders across marketing product and operations
- Act as day to day finance partner to the BU 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
- Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade offs
- Work closely with Accounting and Corporate Finance to understand month-end close entries and allocations
What youll need:
- 5 years of related experience ideally in FP&A private equity investment banking or consulting
- A deep understanding of the P&L dynamics of consumer-facing financial services businesses 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
- Bachelors degree in Economics Finance Accounting or a related field
Required Experience:
Senior IC
Employment Type
Full Time
