Strategic Finance Director
Share
Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The role:
We are looking for a passionate and experienced Finance Business Partner to join our growing Strategic Finance team. 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. This role will be responsible for improving strategic and financial decision-making for SoFis Lending businesses including the Personal Loan Business. This role will also assist with carrying out the firms balance sheet strategy related to these businesses and drive continued improvement within overall Finance processes scalability and automation.
What youll do:
- Facilitate annual and quarterly financial forecasting for SoFis Lending businesses in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing product operations accounting treasury credit risk and capital markets
- Be a strategic partner to the Lending teams to identify and monitor key performance indicators and develop actionable insights
- Enable the Lending teams to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
- Prepare quarterly 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
- Show up as a positive culture carrier aligned with our values driving inclusiveness belonging and mentorship within and outside of Finance
What youll need:
- 10 years of related experience ideally in corporate finance financial planning and analysis (FP&A) investment banking investment management or consulting
- FP&A experience supporting financial services industry is critical
- Experience preparing and presenting information to key decision makers
- Excellent analytical verbal and written communication skills
- Advanced proficiency in Excel PowerPoint or Google Docs/Sheets/Slides
- Experience with FP&A systems
- Collaborative working style and demonstrated ability to build strong cross-functional 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
- Time and project management skills
- Bachelors degree in Economics Finance Accounting or equivalent knowledge (CFA FP&A experience Investment analyst)
Nice to have:
- Asset Backed Securities / Securitizations
Required Experience:
Director
Key Skills
- Accounting Software
- Forecasting
- Ellucian
- Financial Report Writing
- GAAP
- Accounting
- Corporate Finance
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Management
- Financial Planning
About Company
Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.
