Senior Business Operations Analyst
SoFiAbout the role
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 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 Business Operations Analyst will be an integral member of both the Analytics and Contact Center Ops teams. They will provide research, reporting, and modeling to develop and interpret information to drive operational choices, policy/procedure formation, growth management, and other managerial functions. In addition to sound analytical skills, this person will need exceptional communication skills and relationship skills in order to turn ideas into reality.
What you’ll do:
- Develop and interpret information that assists management with conclusions, policy formulation, management of growth projections, and other managerial functions
- Analyze data from various sources to compile a comprehensive picture of the overall business operational performance
- Develop periodic reports on a wide range of strategic and tactical research
- Develop recommendations and prepare written and oral presentations to senior management
- Ensure adequacy and accuracy of reporting by applying business knowledge and data investigation
- Define specifications for reporting and partner with the Engineering team to develop or improve performance-measuring capabilities
- Develop performance measurements and analytical tools to improve operations
- Project leadership and involvement
What you’ll need:
- 2-5 years’ experience in an operational analyst position or equivalent
- BA/BS Degree required
- Demonstrated Leadership skills
- Excellent data & root cause research
- Experience with Tableau or similar data visualization tool
- Proficient with SQL and Python
- Ability to provide clear and concise feedback
- Must have stellar written, oral, and visual communication skills for executive-level communications
- Ability to work in a very fast-paced, dynamic, and sometimes ambiguous environment
- Some statistical modeling and research design experience
- Ability to meet deliverables under tight deadlines
- High attention to detail
- Proven experience analyzing, interpreting, and summarizing complex data as it relates to financial services
- Experience preparing and presenting reports, forecasts, trends, and recommendations to the team and senior management
- Exceptional Microsoft Excel Skills
Nice to have:
- Experience with contact center and customer service quality analytics/reporting
- Experience with financial services analytics
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.
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 Rights
SoFi is committed to embracing diversity. 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
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s