Director, Functional Finance

The role:

The Director, Functional Finance will manage a team that partners closely with our Functional leaders across Engineering, Marketing, Operations, and General & Administrative translating financial insights into actionable decision-making. The person will set the vision for the team, drive consistency across the team, and serve as a trusted advisor to senior leadership while developing high performing Finance talent. 

What you’ll do:

• Lead, mentor, and develop a team of Finance professionals that work closely with SoFi’s Functional leaders to identify and monitor key performance indicators and develop actionable insights


• Partner with Functional leaders to evaluate investments, trade-offs, and resource allocation by weighing financial and strategic trade-offs 


• Facilitate annual and quarterly financial forecasting for SoFi's key business unit initiatives in partnership with SoFi’s Functional leaders and in collaboration with stakeholders cross-departmentally


• Prepare quarterly internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators

What you’ll need:

• 12+ years of related experience, ideally in Strategic Finance or FP&A


• Strong people leadership experience with a focus on talent growth and development 


• Experience preparing and presenting financial information to key decision-makers


• Excellent analytical, verbal, and written communication skills


• Advanced proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides


• Experience with FP&A systems


• Collaborative working style and demonstrated ability to build strong cross-functional relationships


• Inquisitive nature, attention to detail, strong work ethic, a learning mindset, and a positive attitude


• Willingness to embrace unstructured environments and problems, and manipulate large data sets


• Time and project management skills


• Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)

PLEASE NOTE: As part of the interview process for this role, candidates will be given 1 week to complete a take-home case study