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in Cottonwood Heights, UT
Strategic Finance Senior Associate
Estimated Pay | $66 per hour |
---|---|
Hours | Full-time, Part-time |
Location | Cottonwood Heights, Utah |
Compare Pay
Estimated Pay$41.16
$66.19
$104.75
About this job
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.
What you'll do:
- Facilitate annual and quarterly financial forecasting in collaboration with stakeholders across marketing and the Business Units
- Act as the day-to-day finance support to the BUs to identify and monitor key performance indicators and develop actionable insights
- Enable the cross-functional BU leadership teams to prioritize initiatives and make real-time decisions by evaluating and sizing the impact on key growth and financial metrics
- Prepare materials to facilitate management discussion and analysis of key financial and business performance indicators
- Help develop recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
- Track industry data and financial performance of publicly traded peers and draw parallels to our business to help inform forecasts and business decisions
What you'll need:
- 5+ years of related experience, ideally in corporate finance, private equity, investment banking, or consulting
- A strong understanding of the P&L dynamics of the financial services industry is a big plus
- Experience preparing and presenting information to key decision-makers
- Excellent verbal and written communication skills
- Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides
- Experience with SQL and Tableau is a strong plus. If you don't have these skills already, you will be expected to learn on the job
- 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