Strategic Finance Systems and Reporting Manager (Financial Planning)
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:
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 stakeholders. The 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 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
years of financial services experience, ideally in Investment Banking, Consulting, or Corporate Finance with at least 2 years managing Financial Systems (e.g. SAP, 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 NetSuite Experience Experience implementing Finance systems Technical IT background #LI-RN1 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.
Salary Range:
$100K -- $150K
Minimum Qualification
Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications.
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:
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 stakeholders. The 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 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
years of financial services experience, ideally in Investment Banking, Consulting, or Corporate Finance with at least 2 years managing Financial Systems (e.g. SAP, 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 NetSuite Experience Experience implementing Finance systems Technical IT background #LI-RN1 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.
Salary Range:
$100K -- $150K
Minimum Qualification
Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications.
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