Senior Business Operations Associate

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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:

Business Operations drives strategy and planning, business-critical insights, and cross-functional execution. We’re seeking a Senior Business Operations Associate to support SoFi’s Lending team. You will be a trusted partner for the leadership team, focusing on high-impact strategic projects, data analysis, and driving efficient processes. Business Operations works with many teams within SoFi. The ideal candidate will be a dynamic thinker who can work cross-functionally to solve complex challenges with uncertain inputs and outputs.  

The Senior Associate – Strategy Lead is a big-picture thinker with the financial skills, attention to detail, and intellectual curiosity that helps create and deliver on these key strategic priorities. The Senior Associate will work cross-functionally to develop a perspective on investment opportunities, build the business cases to support them, and act as the lead in launching these new initiatives. In support of the analytics and decision-making, they will also build out and improve ongoing business intelligence and reporting routines.

A typical week will likely be split into two main buckets: 1) support of regular weekly/monthly/quarterly analyses and reporting in support of the businesses and 2) special projects that require strategy, analysis, financial modeling, problem-solving, cross-functional project management, and more. This role reports to the Business Operations Manager for Lending. 

What you’ll do: 

• Support with quarterly and annual strategic planning for the businesses
• Support the creation, iteration, and ongoing optimization of recurring weekly/monthly/quarterly reporting for the Lending businesses and functional teams
• Drive cross-functional projects and alignment with stakeholders across the organization
• Collaborate with the Data Insights team to produce data-driven analyses
• Manage business performance with OKR tracking 
• Conduct on-going competitive analysis in support of developing and refining product positioning and feature improvements
• Produce forecasting models in support of business plans
• Coordinate with BizOps counterparts in other business units and functions on the production and delivery of company-wide standardized processes such as quarterly planning and board deck preparation   
• Perform ad-hoc activities as requested by the Business Unit Leads

What you’ll need:

• A passion for SoFi’s mission of helping people Get Their Money Right to achieve their financial ambitions
• Bachelor's degree with a major in finance or business. 
• 3 or more years of work experience in a top-tier consulting firm, investment bank or high growth technology business
• Familiarity with financial services or consumer technology companies in the private or public sector
• Hands-on operational capabilities with advanced proficiency in Google Suite, Microsoft Office apps, etc.
• A clear communicator with excellent verbal and written communication skills
• Inquisitive nature, attention to detail, diligence, and a good attitude
• Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively
• Comfort working in a high-growth, constantly changing environment
• Experience analyzing and interpreting data 
• Strong analytical skills in building financial models and business cases

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,