战略财务分析师，运营
Strategic Finance Analyst, Operations
[**员工申请者隐私通知**](https://www.sofi.com/sofi-employee-applicant-privacy-notice/)
**我们是谁：**
与我们一同塑造更光明的财务未来。
与我们的会员一起，我们正在改变人们思考和与个人财务互动的方式。
我们是一家新一代的金融服务公司和国家银行，利用创新的、以移动设备为先的技术，帮助数百万会员实现他们的目标。行业正在经历前所未有的变革，而我们正处于最前沿。我们自豪地每天来到工作岗位，因为我们知道我们的工作对人们的生活有直接的影响，我们的核心价值观在每一步都指引着我们。**加入我们，投资你自己、你的职业和金融世界。**
**职位描述：**
战略财务通过推动财务可见性和问责制，帮助SoFi制定并执行其增长战略，建立在牢固的关系基础上，并以事实为依据。
SoFi的全球运营负责在各种产品上提供端到端的会员服务和运营支持，包括账户开设、贷款发放、会员支持、欺诈运营和服务准备。该团队与业务、产品、工程、风险和供应商组织合作，提升会员体验，同时平衡服务质量、运营风险、单位经济、人员配置和成本效率。
为全球运营提供支持的财务合作伙伴，有助于将这些运营驱动因素转化为预测、预算、KPI洞察和投资权衡，使领导者能够做出有纪律的数据驱动决策。
**你将负责：**
- 为SoFi的运营职能进行年度、季度和季度内的财务预测
- 与会计和战略财务合作伙伴合作，完成月度结账和预算与实际分析，推动对运营和业务领导层的费用趋势的清晰度和问责制
- 在权衡财务和战略权衡的基础上，决定公司是否应偏离预测的季度计划
- 与运营部门和FP&A团队的关键利益相关者合作，创建并传达对未来财务表现的定期指导
- 通过评估和量化对数量、收入和可变利润的影响，使运营团队能够优先考虑项目并做出实时决策
- 与数据团队合作，识别并监控关键绩效指标
查看英文原文
[**Employee Applicant Privacy Notice**](https://www.sofi.com/sofi-employee-applicant-privacy-notice/)
**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:**
Strategic 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.
SoFi’s Global Operations is responsible for delivering SoFi’s end-to-end member servicing and operational support across products, including account opening, loan funding, member support, fraud operations, and service readiness. The team partners across business, product, engineering, risk, and vendor organizations to improve the member experience while balancing service quality, operational risk, unit economics, staffing capacity, and expense efficiency.
A finance partner supporting Global Operations helps translate these operational drivers into forecasts, budgets, KPI insights, and investment tradeoffs that enable leaders to make disciplined, data-driven decisions.
**What you’ll do:**
- Facilitate annual, quarterly, and intra-quarter financial forecasting for SoFi’s Operations Function
- Support the monthly close and budget vs. actuals analysis in partnership with accounting and strategic finance partners to drive clarity and accountability on expense trends for Operations and Business leadership
- Make decisions on whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic trade-offs
- Work with key stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance
- Enable the Operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impacts on volumes, revenues, and variable profit
- In partnership with the Data team, identify and monitor key performance metrics and develop actionable insights
- Prepare internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators (e.g. demand planning, budget vs actuals, operational-specific KPIs)
**What you’ll need:**
- 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
- Excellent verbal and written communication skills
- Advanced technical proficiency with the capacity to leverage tools like Excel, Workday, Google Suite, SQL, and emerging AI technologies to solve complex problems.
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, diligence, and a flexible attitude
- Willingness to embrace unstructured environments and problems
- Time and project management skills
- Bachelor’s degree in Economics, Finance, Accounting, or a related field
**Compensation and Benefits**
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our **[Benefits at SoFi](https://sofietyinfo.sofi.com/sofi-benefits)** page!
##### 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 Company hires the best qualified candidate for the job, without regard to protected characteristics.
##### 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](https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf)
##### SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [accommodations@sofi.com.](mailto:accommodations@sofi.com)
##### We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.
**Internal Employees**
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.