Strategic Finance Senior Associate
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
15 days ago
Vacancies:
1 Vacancy
Job Summary
The role:
Strategic Finance enables SoFi to develop and execute its growth strategy by driving financial visibility and accountability built on strong relationships and grounded in facts.
What youll do:
- Drive the optimization and standardization of financial reporting and analysis across functional finance teams
- Drive Monthly / Quarterly Close process for functional leaders
- Facilitate annual and quarterly financial forecasting for SoFis key initiatives in partnership with Functional leaders and in collaboration with various stakeholders and internal partners
- Act as day-to-day finance partner to identify and monitor key performance indicators and develop actionable insights
- 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
What youll need:
- 3 years of related experience ideally in corporate finance private equity investment banking or consulting or public accounting
- A deep understanding of expense management including vendor expenses and headcount planning
- 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
- 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
- Time and project management skills
- Bachelors degree in Economics Finance Accounting or a related field
Bonus:
- Prior experience at the intersection of finance and Engineering / Product
Required Experience:
Senior IC
Key Skills
- Financial Services
- Financial Concepts
- Accounting
- Corporate Finance
- Analysis Skills
- Securities Law
- Investment Banking
- Microsoft Excel
- Private equity
- Financial Analysis
- Financial Modeling
- 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.
