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Drive financial forecasting, budgeting, and KPI analysis for Global Operations, translating operational drivers into actionable financial insights and guiding decision‑making.
6+ years in finance, operations, FP&A or consulting with strong Excel/SQL/Workday skills, excellent communication, and a collaborative, detail‑oriented mindset.
Provides the data and analysis that enable SoFi’s Operations leaders to prioritize initiatives, manage costs, and support the company’s growth strategy.
A seasoned finance professional who thrives in cross‑functional, fast‑paced environments and enjoys turning complex data into strategic recommendations.
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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.
SoFi’s Global Operations is responsible for delivering SoFi’s end-to-end member servicing and operational support across products, including account opening, loan funding, member support, fraud operations, and service readiness. The team partners across business, product, engineering, risk, and vendor organizations to improve the member experience while balancing service quality, operational risk, unit economics, staffing capacity, and expense efficiency.
A finance partner supporting Global Operations helps translate these operational drivers into forecasts, budgets, KPI insights, and investment tradeoffs that enable leaders to make disciplined, data-driven decisions.
What you’ll do:
Facilitate annual, quarterly, and intra-quarter financial forecasting for SoFi’s Operations Function
Support the monthly close and budget vs. actuals analysis in partnership with accounting and strategic finance partners to drive clarity and accountability on expense trends for Operations and Business leadership
Make decisions on whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic trade-offs
Work with key stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance
Enable the Operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impacts on volumes, revenues, and variable profit
In partnership with the Data team, identify and monitor key performance metrics and develop actionable insights
Prepare internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators (e.g. demand planning, budget vs actuals, operational-specific KPIs)
What you’ll need:
6+ years of experience, ideally in financial services, operations, private equity, FP&A, consulting or corporate finance
Experience preparing and presenting information to key decision-makers
Excellent verbal and written communication skills
Advanced technical proficiency with the capacity to leverage tools like Excel, Workday, Google Suite, SQL, and emerging AI technologies to solve complex problems.
Collaborative working style and demonstrated ability to build strong cross-functional relationships
Inquisitive nature, attention to detail, diligence, and a flexible attitude
Willingness to embrace unstructured environments and problems
Time and project management skills
Bachelor’s degree in Economics, Finance, Accounting, or a related field
