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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 strategic planning, business critical insights, and cross-functional execution. We’re seeking a Senior Business Operations Associate to support SoFi’s Member team (SoFi Relay, Member Benefits, SoFi Plus, the SoFi app, and more). You will report to the Director of Business Operations of the Member team and 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.
A typical week will likely be split in two main buckets: 1) support strategic planning including regular weekly / monthly / quarterly performance tracking and reporting in support of the businesses and 2) special projects which require strategy, analysis, financial modeling, problem-solving, cross-functional project management, and more.
What you’ll do:
- Support quarterly and annual strategic planning for the businesses
- Support the creation, iteration and ongoing optimization of recurring weekly / monthly / quarterly reporting for the 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
- Coordinate with business operations counterparts in other business units and functions on 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:
- 3+ years of work experience in a top-tier consulting firm, consumer financial services, or high growth business in an analytical capacity
- Familiarity with financial services and consumer technology companies in private and/or public sector
- Hands on operational capabilities with advanced proficiency in Google suite, MS Office apps, etc.
- Experience analyzing and interpreting data
- Strong analytical and organizational skills
- 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
Nice to have:
- Experience with financial models
- Experience with Tableau
- Data Mining skills (SQL, Python)
- Experience working with/managing partnerships with third party vendors and/or experience with identifying and supporting improvements to operational aspects of Third Party processes and data (preferred but not required)
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, 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.The Company hires the best qualified candidate for the job, without regard to protected characteristics.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 RightsSoFi 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 process, please let your recruiter know or email accommodations@sofi.com.Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
SoFi San Francisco, California, USA Office
Our new headquarters opened in 2019. The office provides an open work environment, an all-hands area, a café, library, coffee points on every floor, and executive conference rooms. The game room and roof-top lounge area provide space to take a break and look at the incredible downtown view.
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