Senior BI Analyst, Strategic Finance
US - Remote; CA - San Francisco HQ; NY - New York City
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:
We are seeking a Senior BI Analyst on the Strategic Finance team who will help shape how we automate our company-wide financial and KPI reporting. This is an exciting role for someone to make a direct impact at SoFi by shaping our processes and providing reporting solutions to help drive visibility and making choices. Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: you are familiar with finance systems and know how to automate data flows with SQL/Python/R/Tableau, while also having the ability to step back and understand the business needs. You treat stakeholders as a partnership – you are there at each step of the way and you know that we only succeed if we succeed together.
What you’ll do:
- Develop strong collaborative relationships with key stakeholders in Finance, Engineering, Product and across the company, with a specific focus on our data infrastructure
- Financial Management Systems: Act as a technical expert and support the broader finance team in automating our reporting
- Define data systems and tools with product and engineering to produce business dashboards and other business intelligence reports
- Own end-to-end data workflows including defining the database structure and ETL processes, socializing them across the organization, and creating dashboards/reports
- Build self-service systems to enable others in the organization to leverage your work
- Write specs and work with engineering to capture new data and transfer data into data warehouse
- Design, develop & deliver robust and scalable reporting
- Simplify complex problems & huge data sets to extract insights
- Be part of a great team, but capable of operating independently - managing relationships, deliverables and expectations with your business partners
- Be personable, approachable and able to connect with each and every person on the team and throughout the business
- Remain detail-oriented while working across a wide variety of projects
Who are you:
- Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
- Familiarity with Financial Management Systems, with an understanding/vision of how to architect the perfect solution
- Experience with Database Management systems (SQL) and financial modeling who enjoys solving complex and unstructured problems
- Experience in ETLs and data flows, including data loads
- Experience with front-end reporting tools (Tableau)
- Demonstrated ability to simplify complex data sets and extract non-obvious insights with frameworks and analyses
- Strong ability to project manage and to remain detail-oriented while working with numerous stakeholders
- Strong analytical, problem solving and critical thinking skills
- High EQ with ability to influence outcomes and communicate technical content to general audiences
- Knowledge of the banking space a strong plus
Requirements:
- Bachelor's degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
- 5+ years of work experience
- Experience in financial modeling skills (excel etc)
- Working experience using SQL
- Tableau or similar front-end design
- R or Python is a strong plus
- Alteryx a strong plus
- Experience in ETLs and SQL data loads
- Familiarity with finance planning tools (ex: Planning analytics (TM1)) and ERP tools (ex: NetSuite)
- Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
Why you’ll love working here:
- Competitive salary packages and bonuses
- Comprehensive medical, dental, vision and life insurance benefits
- Generous vacation and holidays
- Paid parental leave for eligible employees
- 401(k) and education on retirement planning
- Tuition reimbursement on approved programs
- Monthly contribution up to $200 to help you pay off your student loans
- Great health & well-being benefits including: telehealth parental support, subsidized gym program
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 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.
Tags: Banking Business Intelligence Computer Science Data warehouse Engineering ETL Excel Finance FinTech Mathematics Privacy Python R SQL Statistics Tableau
Perks/benefits: Competitive pay Flex vacation Health care Insurance Medical leave Parental leave
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