Easy Apply
Easy Apply
The Senior Analyst supports Workday Financials by managing reporting, configuration, and integrations while collaborating with finance and engineering teams.
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 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:
We are seeking a Senior Financial Systems Analyst who will support Workday on a day-to-day basis focusing on unlocking its vast reporting possibilities. This is an exciting role for someone to make a direct impact at SoFi by shaping our processes and providing reporting solutions to help drive visibility, while also playing a key role in our implementation of Workday Financials.
Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: You are an expert in Workday Financials and also understand data flows/SQL/Tableau, while also having the ability to step back and understand the business needs. You treat stakeholders as a partnership – you are there at each step of the way and you know that we only succeed if we succeed together.
This position will be part of the Business Intelligence and Systems team within Accounting Controllership.
What you’ll do:
- Support Workday Financials through configuration of business process, condition rules, validations
- Create and maintain complex Workday financial reports
- Participate in bi-annual Workday release regression testing and uptake of new features.
- Stay updated on the Workday roadmap and propose changes and solutions in areas of focus.
- Act as a technical expert and support the broader finance team in Workday reporting
- Develop strong collaborative relationships with the Finance, Engineering, People orgs and across the company, with a specific focus on our Workday integrations
- Leverage Workday and other tools and systems to design, develop & deliver robust and scalable reporting
- Perform daily administrative and production support tasks as required
- Develop and deliver training on SoFi’s financial business processes and use of Workday
- Be part of a great team, but capable of operating independently - managing relationships, deliverables and expectations with your business partners
- Be personable, approachable and able to connect with each and every person on the team and throughout the business
- Remain detail-oriented while working across a variety of projects
Who are you:
- Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
- Expert in Financial Management Systems, with an understanding/vision of how to architect the perfect solution
- Experience with Database Management systems (SQL) who enjoys solving complex problems
- Experience with front-end reporting tools (Tableau)
- Strong ability to project manage and to remain detail-oriented while working with numerous stakeholders
- Strong analytical, problem solving and critical thinking skills
- High EQ with ability to influence outcomes and communicate technical content to general audiences
- Knowledge of the banking space a strong plus
What you’ll need:
- Bachelor's degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
- 5+ years of work experience
- 2 + years of experience configuring and supporting a combination of at least 2 of the following modules: Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses, Banking and Settlement, Financial Accounting and Accounting Center
- Subject matter expert on:
- Workday Financial Reporting (Advanced, Matrix)
- At least one of the modules: Supplier Accounts, Customers
- Experience required:
- Multiple subsidiary structure and working with different functional currencies
- ETLs/ELTs related to Workday integrations
- SOX Compliance
- Experience preferred:
- Workday Pro Certifications
- Workday Financial Reporting (Composite, Discovery Boards, Prism, Office Connect)
- Consolidations
- FDM design, deployment, and maintenance
- SQL (Snowflake)
- Tableau
- Finance planning tools (ex: Planning analytics (TM1))
- Alteryx
- Integration platforms such as Fivetran or Mulesoft
- Jira / Confluence or other Scrum Management tools
- Strong verbal and written communication skills
- Spanish fluency a plus
- Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
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
Alteryx
Confluence
Fivetran
JIRA
Mulesoft
Snowflake
SQL
Tableau
Workday Financials
Similar Jobs at SoFi
Fintech • Mobile • Software • Financial Services
The Platform Operations Analyst acts as a bridge between business and technical teams, focusing on Salesforce administration, solution design, and continuous improvement initiatives.
Top Skills:
Google SuiteMS OfficeSalesforce
Fintech • Mobile • Software • Financial Services
This role involves designing and optimizing enterprise finance systems, collaborating with Finance, IT, and Accounting teams to improve operations and ensure compliance.
Top Skills:
Automation ToolsData GovernanceErp SystemsWorkday
Fintech • Mobile • Software • Financial Services
This role focuses on driving consumer growth and revenue for home loans through funnel optimization, outbound marketing strategies, and collaboration with sales teams, while analyzing performance metrics and reporting insights to leadership.
Top Skills:
A/B TestingCRMReporting Dashboards
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
