Manager, Strategic Finance

SoFi Technologies
Seattle, San Francisco, New York
Full timeUSD 108,800 - 204,000 annuallyFunction: Finance & AccountingExperience: 8+ yearsEducation: bachelorsSkills: ["Analytical","Communication","Attention to detail","Cross-functional collaboration","Learning mindset"]

Lead strategic finance for SoFi Plus, driving financial visibility to support growth. Own annual and quarterly forecasting in partnership with business unit leaders, translate subscription performance into actionable insights using KPIs like subscribers, retention, LTV, and contribution margin, and build subscription cohort and unit economics models. Partner cross-functionally across marketing, product, risk, and operations, and work with Accounting on subscription revenue recognition while improving scalability and automation of Finance processes.

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SoFi Technologies
SoFi Technologies
2 days ago

Manager, Strategic Finance

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Job Summary

Lead strategic finance for SoFi Plus, driving financial visibility to support growth. Own annual and quarterly forecasting in partnership with business unit leaders, translate subscription performance into actionable insights using KPIs like subscribers, retention, LTV, and contribution margin, and build subscription cohort and unit economics models. Partner cross-functionally across marketing, product, risk, and operations, and work with Accounting on subscription revenue recognition while improving scalability and automation of Finance processes.
Location: Seattle, San Francisco, New York
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Manager level

Key Responsibilities

  • •Facilitate annual and quarterly financial forecasting for SoFi Plus with business unit leaders and cross-functional stakeholders.
  • •Identify and monitor key performance indicators (subscriber growth, attrition, retention, LTV, contribution margin) and develop actionable insights.
  • •Build and maintain subscription cohort and unit economics models to evaluate lifetime value, payback periods, and pricing/benefit impacts.
  • •Enable the Plus team to prioritize initiatives and make real-time decisions by evaluating and sizing impact to growth and financial metrics.
  • •Collaborate with Accounting on complex subscription revenue recognition issues and drive improvements in Finance processes, scalability, and automation.

Pay and Benefits

Salary: USD 108,800 - 204,000 annually

Key Requirements

  • •8+ years of related experience, ideally in corporate finance, FP&A, investment banking, investment management, or consulting.
  • •Experience with subscription modeling, including cohort analysis, LTV, recurring revenue forecasting, and unit economics.
  • •Ability to prepare and present information to key decision makers.
  • •Expert financial modeling skills, including building complex financial models from scratch.
  • •Bachelor’s degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, or investment analyst experience).
Experience:8+ yearsCorporate financeFP&AInvestment bankingFinancial servicesConsumer subscriptions
Education:Bachelor's in Economics, Finance, Accounting
Skills:AnalyticalCommunicationAttention to detailCross-functional collaborationLearning mindset
Certifications:CFA
Languages:English
Tech Stack:ExcelPowerPointGoogle DocsGoogle SheetsGoogle SlidesFP&A systems

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