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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.
About the Role:
At SoFi, we are redefining the way financial services power human potential and we know that great technology management is at the heart of that mission. We are building a world-class IT Asset Management (ITAM) program on ServiceNow, and are seeking a highly skilled and strategic Business Analyst to support our ITAM Program.
In this critical role, you’ll support the ITAM Leads to create a best-in-class ITAM ecosystem that ensures compliance, optimizes costs, and supports SoFi’s dynamic growth. You will bring deep expertise in driving day to day operations, assisting with creation of documentation, reporting on metrics and overseeing annual certification campaigns.
This is your opportunity to leave your mark on a high-visibility, high-impact function in one of fintech’s most innovative environments.
What You’ll Do:
- Develop the ITAM Ecosystem: Play a key role in building the IT Asset Management (ITAM) program on the ServiceNow platform, establishing a best-in-class ecosystem that ensures compliance and optimizes costs.
- Contribute to ITAM Data Model Build and Governance: Actively assist the ITAM Lead in the design, configuration, and documentation of the core ITAM data model within ServiceNow. Ensure the model aligns with CSDM standards to maintain data integrity and facilitate seamless integration across all ITSM modules.
- Drive Data Integrity and CMDB Accuracy: Proactively identify gaps and establish remediation plans to significantly increase the accuracy and completeness of the ITAM repository and the Configuration Management Database (CMDB), ensuring a reliable foundation for all ITAM processes.
- Help drive Day-to-Day Operations : Ensure processes are executed efficiently, consistently, and in compliance with documented standards. Act as a critical point of contact for operational inquiries and ensure timely resolution of recurring issues.
- Provide Metrics and Reporting: Generate and present regular reports and dashboards on ITAM performance, including asset inventory, lifecycle status, and cost optimization opportunities. You will also create presentations for leadership to showcase program progress and key insights.
- Support Documentation and Process Improvement: Assist the ITAM Lead in defining and documenting ITAM policies, processes, and procedures aligned with ITIL and CSDM frameworks. You will also identify opportunities to streamline workflows and improve data accuracy.
- Oversee Annual Certification: Establish and lead the certification processes including hardware and business applications, working with stakeholders to ensure all assets are accurately tracked and validated for compliance and audits.
- Stakeholder Engagement and Communication: Build strong partnerships with internal teams, including Technology, Finance, and Legal, to ensure ITAM processes align with business needs and regulatory requirements.
- Champion Continuous Improvement: Identify improvements and automation opportunities and utilize analytics and stakeholder feedback to continuously enhance ITAM processes and the ServiceNow platform.
What You Bring:
- Minimum of 5 years of specialized experience as a Business Analyst in an IT Asset Management function.
- Highly self-motivated and results-oriented, with a proven ability to take full ownership of tasks and drive them to successful completion in complex, fast-moving environments.
- Background in Financial services or regulated industries strongly preferred
- Minimum of 3 years of direct experience supporting ServiceNow ITAM/CMDB modules (HAM Pro and SAM Pro experience preferred).
- Deep understanding of ITAM best practices, asset lifecycle management, and compliance frameworks.
- Strong analytical skills with a data-driven approach to problem-solving and an ability to translate complex data into actionable insights.
- Exceptional communication, negotiation, and stakeholder management skills.
- Familiarity with the Common Service Data Model (CSDM) is highly desirable.
- ServiceNow Administrator certification (or equivalent ITAM certifications).
- Experience in ServiceNow development or integrations with systems such as endpoint management, CI discovery, or access control tools is a plus.
- Bachelor's degree in Information Technology, Business Administration, or a closely related field, or equivalent practical experience.
Top Skills
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