SoFi (501+ Employees, 52% 2 Yr Employee Growth Rate)

18% 1-Year Employee Growth Rate | 52% 2-Year Employee Growth Rate | LinkedIn | $3B Venture Funding

What Is Employee Growth Rate & Why Is It Important?


Position at 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 fintech company 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

As SoFi Bank Manager you will be a Strategic Partner to the Head of Bank FP&A and the SoFi Finance team. The role will require someone with a proven track record of success in the financial services sector, a high level of initiative, strong attention to detail, integrity and ability to partner across functional teams within the firm. You will be involved in the development of the bank’s financial plan and key performance metrics required to achieve strategic management objectives. An ideal candidate is a self-starter with superior organizational, presentation and technical skills who thrives in a complex work environment. You will play a key role in supporting the growth and future of SoFi Bank.  

What you’ll do:

  • Assist in the processes for building Bank financial models that will be used to plan, budget, and monitor financial performance
  • Develop key profitability metrics and targets to support the Bank’s growth
  • Partner with the teams of each of SoFi’s businesses to forecast revenue and expense to managed EBITDA and net income while understanding revenue generators at their atomic level in addition to identifying incremental ways to achieve revenue
  • Collaborate cross-functionally with marketing, operations, product, pricing among other areas to understand how expenses will impact Bank and product contribution profit
  • Execute processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timelines
  • Partner with the accounting team to understand and comply with all bank regulatory reporting requirements and explain financial performance relative to expectations 
  • Work closely with the treasury team to understand and manage balance sheet constraints

What you’ll need:

  • 7-10 years of finance-related experience at a top-tier bank or financial services firm, bank regulator, or Big 4 firm
  • BA/BS in Business, Economics, Accounting, or equivalent
  • Understanding of (1) the drivers of the business, (2) understanding of unit economics for each of the businesses, (3) different types of earnings associated with the businesses 
  • Strong understanding of bank regulations, capital/liquidity management, and banking industry
  • Ability to articulate and deliver insightful, relevant analysis of Bank financial data and business results (income statement, balance sheet, capital, revenues, expenses, yields, Funds Transfer Pricing) to determine present and future financial performance
  • Evaluation of macroeconomic conditions and their impact on business operations 
  • Excellent modeling skills with the ability to create from scratch and lead model development efforts
  • Ability to develop analytics tools, tableau and other dashboard to report key metrics
  • High efficiency as a reliable problem-solver who is comfortable navigating new, ambiguous, and/or time-sensitive situations and exercises discretion related to confidential materials and company information
  • Exceptional analytical, creative problem solving, and modeling skills 
  • Very strong Excel and PowerPoint/Slides skills; must have familiarity with ERP, BI, and other corporate software applications
  • Familiarity with financial controls, operations, and accounting
  • Ability to navigate and thrive in a fast-paced, constantly evolving, and often ambiguous environment
  • Positive attitude and willingness to learn and grow within the organization

Nice to have:

  • CFA, CPA and/or MBA

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 priority. Due to the ongoing nature of the COVID-19 pandemic, effective on November 1, 2021, U.S. employees must be fully vaccinated and boosted (when eligible) to work from any of our offices, travel for business or attend work-related meetings.

Tagged as: >50% 2 Yr Employee Growth, 501+ Employees, Hide US-Only Jobs, Venture Funded

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