Strategic Finance Analyst, Operations

SoFi Technologies
Seattle, San Francisco
Workplace: OnsiteFull timeUSD 89,600 - 168,000 annuallyFunction: Finance & AccountingExperience: 6+ yearsEducation: bachelorsSkills: ["Communication","Collaboration","Cross-functional relationship building","Attention to detail","Time management"]

Partner with Global Operations to translate operational drivers into forecasts, budgets, KPI insights, and investment tradeoffs. Own annual, quarterly, and intra-quarter forecasting, support monthly close and budget-vs-actual analysis, and evaluate plan deviations using financial and strategic trade-offs. Enable Operations teams with forward-looking guidance, scenario sizing across volumes and revenues, and data-informed decision support using Excel, SQL, and analytics.

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FursaFursa
SoFi Technologies
SoFi Technologies
2 days ago

Strategic Finance Analyst, Operations

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Job Summary

Partner with Global Operations to translate operational drivers into forecasts, budgets, KPI insights, and investment tradeoffs. Own annual, quarterly, and intra-quarter forecasting, support monthly close and budget-vs-actual analysis, and evaluate plan deviations using financial and strategic trade-offs. Enable Operations teams with forward-looking guidance, scenario sizing across volumes and revenues, and data-informed decision support using Excel, SQL, and analytics.
Location: Seattle, San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Facilitate annual, quarterly, and intra-quarter financial forecasting for the Operations function
  • •Support the monthly close and budget vs. actuals analysis to drive clarity on expense trends
  • •Weigh financial and strategic trade-offs to decide whether to deviate from forecasted quarterly plans
  • •Create and communicate forward-looking financial performance guidance with Operations and FP&A stakeholders
  • •Identify and monitor key performance metrics with the Data team and develop actionable insights

Pay and Benefits

Salary: USD 89,600 - 168,000 annually

Key Requirements

  • •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
  • •Advanced technical proficiency leveraging tools like Excel, Workday, Google Suite, SQL, and emerging AI technologies
  • •Collaborative, cross-functional working style with strong relationship-building skills
  • •Bachelor’s degree in Economics, Finance, Accounting, or a related field
Experience:6+ yearsFinancial servicesOperationsPrivate equityFP&AConsultingCorporate finance
Education:Bachelor's in Economics, Finance, Accounting, or a related field
Skills:CommunicationCollaborationCross-functional relationship buildingAttention to detailTime management
Tech Stack:ExcelWorkdayGoogle SuiteSQLAI

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn