1-3 years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Job Category:
Analyst, Corporate FP& A
(This job is no longer available)
Sofi | Cottonwood Heights, UT
Grad Date

Not sure what types of jobs you are interested in?

Explore Jobs
Based on Your Education

Follow This Company

Job Description

This individual will be a central resource, responsible for financial planning, reporting and analysis, as well as the consolidation and analysis of company-wide financial results. The qualified candidate will act as the system administrator of our planning and reporting system (Host Analytics). The role will also liaison with IT and accounting to maintain and update the reporting structure within our financial systems.

The ideal candidate must possess strong communication/presentation skills and demonstrate the ability to work effectively in a key cross-functional role. The candidate must be proficient in Excel with strong analytical skills and attention to detail.

At SoFi, you'll become part of a new kind of finance company whose ambition is to help our members achieve financial independence and reach their goals. We aim to be at the center of our members' financial lives, and to help every member get their money right. We created student loan refinancing, addressing the biggest financial challenge of a new generation through a modern approach to lending and personal finance. Next we expanded our products and services across loans, wealth management, and insurance. SoFi Money-a modern take on a checking or savings account--is our newest innovation and disruption to the financial services industry. SoFi has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent. And that starts with you.


* 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.

* Financial Management Systems: Act as a power user and the system administrator for Host Analytics.

* 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.


* Experience with Host Analytics or other financial planning software

* Advanced Excel skills, including pivot tables

* Bachelor's degree in finance or accounting

* Understanding of data management principles

* 1-3 years of financial planning and analysis experience

* Strong communication, presentation, and relationship building skills

* Analytical thinker with 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 pace, high-growth environment

* SQL experience - Plus

* NetSuite Experience - Plus


* Competitive salary packages and bonuses.

* Comprehensive medical, dental, vision and life insurance as well as disability benefits.

* 100% of medical, vision, and dental premiums paid by SoFI for employees and their dependents.

* Generous vacation and holidays

* 401(k) and education on retirement planning.

* Tuition reimbursement on approved programs, up to $5,250 a year.

* Monthly contribution to help you pay off your student loans.

* Employer paid lunch program and subsidized gym membership.


About Sofi

SoFi provides real insights into your data and visualizes your enterprise sustainability performance. SoFi uncovers the hidden potential in your organization to leverage sustainability as a business opportunity. SoFi helps you build the business case for sustainable products and services and manage your portfolio of sustainable offerings.