Director, Strategic Finance - SoFi Checking & Savings and Credit Card

SoFi Technologies
Seattle, San Francisco, New York
Workplace: OnsiteFull timeUSD 156,800 - 269,500 annuallyFunction: Finance & AccountingExperience: 12+ yearsEducation: bachelorsSkills: ["Cross-functional collaboration","Strategic thinking","Influence","Problem-solving","Team leadership"]

Lead strategic finance for SoFi’s Checking & Savings and Credit Card businesses by owning capital allocation planning, annual operating plans, and rolling forecasts. Partner with business unit leaders to translate financial and operational data into growth strategy insights. Build and analyze customer and product unit economics (LTV, CAC, payback, risk-adjusted returns), drive scenario planning, and develop business cases that measure realized returns while identifying high-impact AI use cases to scale the team’s analytical rigor.

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SoFi Technologies
SoFi Technologies
1 day ago

Director, Strategic Finance - SoFi Checking & Savings and Credit Card

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Job Summary

Lead strategic finance for SoFi’s Checking & Savings and Credit Card businesses by owning capital allocation planning, annual operating plans, and rolling forecasts. Partner with business unit leaders to translate financial and operational data into growth strategy insights. Build and analyze customer and product unit economics (LTV, CAC, payback, risk-adjusted returns), drive scenario planning, and develop business cases that measure realized returns while identifying high-impact AI use cases to scale the team’s analytical rigor.
Location: Seattle, San Francisco, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Director level

Key Responsibilities

  • •Own the financial strategy, multi-year plan, annual operating plan, and rolling forecasts for Checking & Savings and Credit Card businesses.
  • •Serve as a strategic thought partner to business unit leaders, translating financial and operational data into insights and recommendations.
  • •Build and analyze customer and product unit economics (LTV, CAC, payback periods, and risk-adjusted returns) across cohorts, channels, products, and segments.
  • •Drive disciplined capital allocation through business cases, trade-off analyses, and post-investment performance measurement.
  • •Lead scenario planning and sensitivity analyses, and synthesize complex findings into clear recommendations for Executive Leadership.

Pay and Benefits

Salary: USD 156,800 - 269,500 annually

Key Requirements

  • •12+ years of experience in Strategic Finance, Corporate Finance, FP&A, investment banking, or a related field, ideally in fintech or consumer financial services.
  • •Deep expertise in consumer financial-services economics, including strong command of credit card unit economics and P&L dynamics.
  • •Proven ability analyzing unit economics (LTV/CAC, payback periods, and risk-adjusted returns) across cohorts, acquisition channels, products, and member segments.
  • •Expert financial modeling and scenario-analysis skills, including building driver-based models and analyzing large data sets.
  • •Fluency with AI tools and demonstrated ability to apply them to financial modeling, analysis, workflow automation, and decision support.
Experience:12+ yearsFintechConsumer financial services
Education:Bachelor's in Finance, Economics, Accounting, or a related field
Skills:Cross-functional collaborationStrategic thinkingInfluenceProblem-solvingTeam leadership
Tech Stack:Google SheetsGoogle SlidesAI tools

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