Corporate Development Analyst

About This RoleAI processing…

Key Responsibilities

• 1
  Work closely with Corporate Development team, executive leadership, and business unit leads across SoFi to identify, evaluate, and execute strategic transactions aligned with the company’s growth ambitions
• 2
  Receive regular feedback and direction from the Corporate Development leadership team to ensure accuracy and alignment with business objectives
• 3
  Assist the Corporate Development team throughout all aspects of a transaction, including during each of the following stages: sourcing, qualification, initial rationale and pitch, financial modeling and valuation, due diligence, closing and integration activities for acquisitions and strategic investments
• 4
  Support the development of investment memos, presentations, and recommendations for the Team to present to executive leadership and the Board
• 5
  Contribute to and build detailed financial models including bottoms-up long term financial projections, and valuation analyses (e.g. discounted cash flow, comparative companies, sum-of-the parts, returns models) to forecast targets’ performance under various scenarios
• 6
  Build pro forma financial models including pro forma income statements and balance sheets, as well as evaluate and determine accretion / dilution analysis and purchase price accounting implications
• 7
  Collaborate with internal teams to gather information needed for due diligence, ensuring data is collected accurately and in a timely manner
• 8
  Contribute to the overall evaluation of the potential target or partner
• 9
  Synthesize and communicate initial findings including risks and considerations to the rest of the Team to support the formation of risk-mitigation strategies
• 10
  Explore and research potential new partners or targets, as well as potential industry disruptions, from variety of sources
• 11
  Stay apprised of broader industry developments such as competitive landscape and changing technologies
• 12
  Begin to develop and maintain relationships with internal and external stakeholders, including target companies, industry experts, investment banks, and advisors
• 13
  Support ad-hoc projects across the organization, such as evaluating new business lines, product expansions, international market entries, divestitures or expense management initiatives
• 14
  Prepare and present high-level updates and analyses to Corporate Development team and senior leadership, facilitating data-driven decision-making

Requirements

• Education: Bachelor’s degree in Economics, Finance, Business, Accounting or a related field
• Experience : 2+ years of experience in investment banking, management consulting, private equity, venture capital, strategic finance, or a corporate development function
• Analytical & Technical Skills :
• Strong analytical skills, experience performing financial, valuation and quantitative data analyses, and familiarity with accounting & key operational metrics
• Advanced proficiency in Excel, PowerPoint
• Advanced proficiency in Google Docs/Sheets/Slides
• Strong project management skills with the ability to manage time-sensitive projects (such as in a deal execution environment)
• Collaborative working style with demonstrated ability to build strong inter-team and cross-functional relationships
• Strong organizational skills - history of balancing competing priorities with the ability to adapt to the changing needs of the business while meeting deadlines
• Willingness to embrace and work productively in unstructured and ambiguous environments
• Strong communication and presentation skills in financial environments, with experience preparing and presenting information to key decision makers and executives
• Excellent written and verbal communication skills, including the ability to present complex information clearly to stakeholders
• Alignment with SoFi’s mission and core values
• Team player or athlete mentality to run after and solve problems, eager to learn and contribute to the Corporate Development team
• Strong interest in global FinTech and adjacent financial services competitive landscape

Perks & Benefits