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.

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)

Strategic Finance Analyst, Operations

Responsibilities

Qualification

Required

Benefits

Company

Sofi

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