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# Job Title: Finance Partner – Global Operations
## About the Role
The Finance Partner for the Global Operations team at SoFi plays a crucial role in facilitating financial visibility and accountability to support the organization’s growth strategy. This position enables collaboration with various stakeholders across operations, business, product, engineering, risk, and vendor organizations. By translating operational data into meaningful forecasts and budgets, the Finance Partner helps drive disciplined and data-driven decision-making.
The primary objectives of this role include facilitating financial forecasting, supporting budget analyses, and generating actionable insights that improve the overall member experience while managing operational risks and expense efficiency. This position is vital for helping operational teams prioritize initiatives based on financial impacts and strategic goals.
## Key Responsibilities
– Lead annual, quarterly, and intra-quarter financial forecasting for the Global Operations function.
– Collaborate with accounting and strategic finance teams during the monthly close process and analyze budget versus actuals to provide clarity on expense trends.
– Assess whether deviations from the forecasted quarterly plan are warranted based on financial and strategic analysis.
– Partner with stakeholders to deliver guidance on financial performance, enabling real-time decision-making within Operations teams.
– Monitor key performance metrics in collaboration with the Data team and develop actionable insights.
– Prepare materials for management discussions on financial and business performance indicators, such as demand planning and operational-specific KPIs.
## Required Skills
– 6+ years of experience in financial services, operations, private equity, FP&A, consulting, or corporate finance.
– Proficiency in preparing and presenting information to key decision-makers.
– Strong verbal and written communication skills.
– Advanced technical skills with tools such as Excel, Workday, Google Suite, and SQL.
– Ability to build effective cross-functional relationships.
– Inquisitive with a keen attention to detail and a flexible approach to problem-solving.
– Strong time management and project management skills.
– Bachelor’s degree in Economics, Finance, Accounting, or a related field.
## Preferred Skills
– Familiarity with emerging AI technologies.
## Benefits
– Competitive base pay based on experience and location.
– Comprehensive benefits package (details available on the SoFi benefits page).
## Useful Links
– Company Website: https://www.sofi.com
– Benefits at SoFi: https://www.sofi.com/benefits
## Why You Might Be Interested
This role offers a unique opportunity to contribute to SoFi’s growth while influencing key financial decisions within a dynamic operational environment. You will enhance your financial acumen in a fast-paced financial services setting and collaborate with diverse teams, all aimed at improving member experience and operational excellence.
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