Director, Finance Transformation

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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 fintech company 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

The Director, Finance Transformation is an important leadership role within the Controllership organization reporting to the VP, Accounting. We are seeking a dynamic and experienced Director of Finance Transformation to drive strategic initiatives aimed at enhancing our organization's financial processes, systems, and capabilities. The ideal candidate will have a strong background in finance and accounting combined with expertise in transformational change management. This role requires exceptional leadership, change management skills, and a deep understanding of finance operations to lead successful transformation efforts.

What you’ll do:

• Lead the development and implementation of the finance transformation strategy, in alignment with the organization's overall objectives and goals.
• Collaborate with senior leadership and key stakeholders to identify opportunities for process improvement, automation, and optimization within the finance function.
• Assess current finance processes, systems, and controls to identify areas for enhancement and standardization.
• Lead cross-functional teams to execute finance transformation initiatives, ensuring alignment with project timelines, budgets, and quality standards.
• Drive change management efforts to ensure successful adoption of new processes, systems, and ways of working within the finance organization.
• Provide leadership and mentorship to finance team members, fostering a culture of continuous improvement and innovation.
• Develop and monitor key performance indicators (KPIs) and metrics to measure the effectiveness of finance transformation initiatives.
• Partner with IT and other functional areas to integrate finance systems and technologies, ensuring seamless data flow and interoperability.
• Stay informed about emerging trends, best practices, and technologies in finance and transformational change management, and incorporate relevant insights into strategy and execution.

What you’ll need:

• Bachelor’s degree or equivalent experience in finance, accounting, business administration or related field
• 10+ years of progressive experience and a proven record of leading high performing diverse teams 
• Public company experience in a fast-growing global company 
• Systems experience with large GL applications (e.g., NetSuite, Workday)
• Strong project management skills, with the ability to manage complex projects, multitask, and prioritize competing demands effectively.
• Strong oral and written communication skills. 
• Proficiency in Microsoft Office Suite and project management tools (e.g., Jira).
• Ability to tailor communication and key messages to the audience. 
• High initiative and a self-starter who operates with a sense of urgency and is highly process-driven and detail-oriented
• Change agent with the ability to influence and lead cross-functional teams
• Strategic thinker capable of translating a vision into tactical execution

Nice to have:

• Certified Public Accountant (CPA) and/or Masters of Business Administration (MBA) preferred
• System implementation experience 
• Strong knowledge of public company best practices
• Certification in project management or change management 
• Experience integrating to any of these 3rd party tools is a plus:  Workday, Concur, IBM Planning Analytics, FloQast, Kyriba
• Experience with Tableau, Alteryx and SQL

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