Strategic Finance Systems and Reporting Manager (Financial Planning) – SoFi

The role:

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 to the Strategic Finance team, responsible for leading our financial planning and reporting system, consolidating results via forecasts/plans and analysis of company-wide financial results (P&L, Balance Sheet, KPIs, HC metrics). The qualified candidate will have strong previous system knowledge as well as experience in consolidated company-wide financials (forecast/actuals), financial reporting, and analysis.

The ideal candidate must possess strong communication/presentation skills, financial acumen and be an expert in FP&A planning tools (e.g. direct experience w. IBM Planning Analytics/Anaplan/Planful with exposure to Netsuite/Oracle/Tableau/Workday) and demonstrate the ability to work effectively with key stakeholders. The candidate must be proficient in Excel/Powerpoint, financial reporting/planning systems, strong analytical skills and attention to details. 

What you’ll do:

• As the financial planning system and reporting lead, you will serve as the main point of contact for our forecast tool (including direct ownership of system administration, understanding ,   point of view (expert everything from  and will drive the direct management of our planning tool as well as interaction with our Strategic Finance team
• 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 functions. Collect 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:

• 5-10+ years of financial planning experience, ideally Corporate or Strategic Finance, Investment Banking, Consulting with at least 2 years managing Financial Systems (e.g. IBM Planning Analytics / TM1, Anaplan, Host Analytics / Planful)
• 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:

• Extensive financial planning system administrator experience (>3-5 years)
• Financial planning system Implementation experience (IBM Analytics, Anaplan, Planful)
• Exposure to Planning system Integration with other planning tools (NetSuite, Workday, Snowflake, Tableau)
• Technical IT background (basic to advance planning tool language to coding)