Data Analyst, Money

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 Data Analyst who will help shape business strategy through data-driven insights. This is an exciting role for someone to make a direct impact on new product strategy and revenue of SoFi. Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: you know how to plow through data with SQL, surface insights using Tableau, and measure the business impact using efficiency/conversion metrics. 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 expertise in leveraging our SoFi Money and Credit Card data to answer business questions and develop insightful analysis.
• Design streamlined, thoughtful, scalable, and reliable reporting and develop ownership of our Tableau dashboard space to help track key metrics and empower the team with data to inform business decisions.
• Build SQL queries or Python code to delve into SoFi’s data and answer questions about our members’ behavior. Identify trends to inform cohort-targeted initiatives that drive positive business outcomes.
• Collaborate closely with cross-functional partners (such as Product, Finance, and Marketing) to understand their needs and translate them into actionable insights, reporting, and recommendations.
• Work with our stakeholders on marketing campaigns, business investigations, and independent analysis to drive understanding and improvements of our product and business.
• Build models to help decision makers understand customer behaviors and segmentation.

What you’ll need:

• BA/BS Degree required
• 1-3 years’ experience in an analytics position or equivalent
• Experience with Tableau or similar data visualization tool
• Proficient with SQL
• Ability to meet deliverables under tight deadlines
• Ability to work independently, and a strong sense of ownership
• Proven experience analyzing, interpreting, and summarizing complex data (ideally related to financial services)
• Ability to work in a dynamic, cross-functional environment, with a strong attention to detail
• Effective communication and presentation skills and ability to explain complex analyses in simple terms to stakeholders
• Strong relationship building and collaborative skills
• Exceptional problem-solving skills

Nice to Have:

• Experience with Python

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

*These benefits are only applicable to full time employees 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.

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.