Job type full-time
Benefits pulled from the full job description
401(k) dental insurance health insurance life insurance parental leave tuition reimbursement show 1 more benefit
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Full job description
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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 fintech company using innovative, mobile-first technology to help our millions of members reach their goalsThe industry is going through an unprecedented transformation, and we`re at the forefrontWe`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 wayJoin us to invest in yourself, your career, and the financial world.
Corporate 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
This individual will be a central resource, responsible for the consolidation and analysis of company-wide financial results especially around managing our financial reporting system (host analytics aka planful)The qualified candidate will have strong previous system knowledge as well as experience in consolidated company-wide financial planning, reporting, and analysis.
The ideal candidate must possess strong communication/presentation skills and demonstrate the ability to work effectively with key stakeholdersThe candidate must be proficient in excel with prior experience with financial reporting and planning tools, strong analytical skills and attention to details.
What you`ll do:
Consolidation: support the consolidation of company-wide results, analysis, forecasts, and budgets, working across functions and stakeholders to clarify inputs and get questions answered
Management reporting production: support the creation and aggregation of materials for executive and board presentations
Establish trusted relationships with cross-functional leaders to articulate and oversee the `single source of truth` of key financial and performance metrics
Financial management systems: act as a power user and support the broader finance team in maintaining and administering our financial planning system, process and workflow optimization and general support of financial systems
Implement and maintain system metadata, execute system projects, create and maintain process and training documentation
Facilitate quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
Financial analysis: provide analysis and tools, as necessary, to support key decisions in the functionsCollect and analyze data to determine costs of business activities and processes.
Process design & improvement: support the design of new processes to improve the quality and productivity of the finance team and the business in general
Tracking monthly financial performance against our forecasts, interacting with business partners to identify reasons for outperformance/underperformance, and drive positive strategic change across the organization
Preparing quarterly board presentations, drafting the management discussion and analysis and highlighting key financial and business performance indicators for our management team and shareholders
What you`ll need:
5+ years of financial services experience, ideally in investment banking, consulting, or corporate finance with at least 2 years managing financial systems (e.gSap, anaplan, hyperion, host analytics / planful, adaptive, netsuite)
Education – bachelor`s degree in finance, accounting, economics, or other related fields
Advanced proficiency in excel, powerpoint and google docs/sheets/slides, comfortable with analyzing large amounts of data
A deep understanding of financial reporting and p&l management
Experience preparing and presenting information to key decision-makers
Excellent verbal and written communication skills
Collaborative working style and demonstrated ability to build strong cross-functional relationships
Inquisitive nature, attention to detail, diligence and a good attitude
Willingness to embrace unstructured environments and problems
Time and project management skills
Bachelor`s degree in economics, finance, accounting or a related field
Understanding of data management principles
Strong communication, presentation, and relationship-building skills
Analytical thinker with the ability to summarize financial data into clear and concise recommendations for strategic decision support
Results-oriented and able to roll-up sleeves to accomplish tasks
Able to work in a fast paced, high-growth environment
Nice to have:
Host analytics / planful experience
Experience implementing finance systems
Technical it background
Why you`ll love working here:
Competitive salary packages and bonuses
Comprehensive medical, dental, vision and life insurance benefits
Generous vacation and holidays
Paid parental leave for eligible employees
401(k) and education on retirement planning
Tuition reimbursement on approved programs
Monthly contribution up to $200 to help you pay off your student loans
Great health & well-being benefits including: telehealth parental support, subsidized gym program
These benefits are only applicable to full time employees
Sofi provides equal employment opportunities (eeo) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The health and safety of our employees and their families is our top priorityDue to the ongoing nature of the covid-19 pandemic, effective on november 1, 2021, u.sEmployees must be fully vaccinated and boosted (when eligible) to work from any of our offices, travel for business or attend work-related meetings.
The company will make reasonable accommodations when possible for employees who are unable to be vaccinated because of a disability, pregnancy, sincerely held religious belief, or for other legally required reasons..
Pursuant to the san francisco fair chance ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New york applicants: notice of employee rights
Sofi is committed to embracing diversityAs part of this commitment, sofi offers reasonable accommodations to candidates with physical or mental disabilitiesIf you need accommodations to participate in the job application or interview process, please let your recruiter know or email email@example.com.
Due to insurance coverage issues, we are unable to accommodate remote work from hawaii or alaska at this time.