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The Director of Functional Finance leads a finance team, collaborates with functional leaders, evaluates investments, and facilitates financial forecasting.
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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:
The Director, Functional Finance will manage a team that partners closely with our Functional leaders across Engineering, Marketing, Operations, and General & Administrative translating financial insights into actionable decision-making. The person will set the vision for the team, drive consistency across the team, and serve as a trusted advisor to senior leadership while developing high performing Finance talent.
What you’ll do:
- Lead, mentor, and develop a team of Finance professionals that work closely with SoFi’s Functional leaders to identify and monitor key performance indicators and develop actionable insights
- Partner with Functional leaders to evaluate investments, trade-offs, and resource allocation by weighing financial and strategic trade-offs
- Facilitate annual and quarterly financial forecasting for SoFi's key business unit initiatives in partnership with SoFi’s Functional leaders and in collaboration with stakeholders cross-departmentally
- Prepare quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators
What you’ll need:
- 12+ years of related experience, ideally in Strategic Finance or FP&A
- Strong people leadership experience with a focus on talent growth and development
- Experience preparing and presenting financial information to key decision-makers
- Excellent analytical, verbal, and written communication skills
- Advanced proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides
- Experience with FP&A systems
- Collaborative working style and demonstrated ability to build strong cross-functional relationships
- Inquisitive nature, attention to detail, strong work ethic, a learning mindset, and a positive attitude
- Willingness to embrace unstructured environments and problems, and manipulate large data sets
- Time and project management skills
- Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)
PLEASE NOTE: As part of the interview process for this role, candidates will be given 1 week to complete a take-home case study
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 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 RightsSoFi 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 [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska 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.
Top Skills
Excel
Fp&A Systems
Google Docs
Google Sheets
PowerPoint
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