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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
The Director, Functional Finance will manage a team that partners closely with our Functional leaders across Engineering, Marketing, Operations, and General & Administrative translating financial insights into actionable decision-making. The person will set the vision for the team, drive consistency across the team, and serve as a trusted advisor to senior leadership while developing high performing Finance talent.
What you’ll do:
- Lead, mentor, and develop a team of Finance professionals that work closely with SoFi’s Functional leaders to identify and monitor key performance indicators and develop actionable insights
- Partner with Functional leaders to evaluate investments, trade-offs, and resource allocation by weighing financial and strategic trade-offs
- Facilitate annual and quarterly financial forecasting for SoFi's key business unit initiatives in partnership with SoFi’s Functional leaders and in collaboration with stakeholders cross-departmentally
- Prepare quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
What you’ll need:
- 12+ years of related experience, ideally in Strategic Finance or FP&A
- Strong people leadership experience with a focus on talent growth and development
- Experience preparing and presenting financial 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, strong 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
- Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)
PLEASE NOTE: As part of the interview process for this role, candidates will be given 1 week to complete a take-home case study
Top Skills
SoFi San Francisco, California, USA Office
Our new headquarters opened in 2019. The office provides an open work environment, an all-hands area, a café, library, coffee points on every floor, and executive conference rooms. The game room and roof-top lounge area provide space to take a break and look at the incredible downtown view.
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