Manager, Strategic Finance

About This RoleAI processing…

Key Responsibilities

• 1
  Facilitate annual and quarterly financial forecasting for SoFi Plus in partnership with Business Unit (BU) leaders and in collaboration with stakeholders across marketing, product, risk and operations
• 2
  Be a strategic partner to the Plus team to identify and monitor key performance indicators—including subscriber growth, attrition, retention, LTV, and contribution margin—and develop actionable insights
• 3
  Build and maintain subscription cohort and unit economics models to evaluate lifetime value, payback periods, and the financial impact of pricing and benefit changes
• 4
  Enable the Plus team to prioritize initiatives and make real-time decisions by evaluating and sizing impact to key growth and financial metrics
• 5
  Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
• 6
  Collaborate effectively with the Accounting department on complex accounting issues, including subscription revenue recognition
• 7
  Show up as a positive culture carrier aligned with our values, driving inclusiveness, belonging, and mentorship within and outside of Finance
• 8
  8+ years of related experience, ideally in corporate finance, financial planning and analysis (FP&A), investment banking, investment management, or consulting
• 9
  Prior experience with subscription modeling—including cohort analysis, LTV, recurring revenue forecasting, and unit economics—ideally supporting financial services or consumer subscription businesses
• 10
  Experience preparing and presenting information to key decision makers
• 11
  Excellent analytical, verbal, and written communication skills with rigorous attention to detail
• 12
  Expert financial modeling skills (complex formulas, effective lookups and the ability to build a financial model from scratch)
• 13
  Expert Proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides
• 14
  Experience with FP&A systems
• 15
  Collaborative working style and demonstrated ability to build strong cross-functional relationships
• 16
  Inquisitive nature, attention to detail, diligence, work ethic, a learning mindset, and a positive attitude
• 17
  Willingness to embrace unstructured environments and problems, and manipulate large data sets
• 18
  Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
• 19
  Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)

Requirements

• Prior experience with subscription modeling—including cohort analysis, LTV, recurring revenue forecasting, and unit economics—ideally supporting financial services or consumer subscription businesses
• Expert Proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides
• Experience with FP&A systems
• Bachelor's degree in Economics, Finance, Accounting, or equivalent knowledge (CFA, FP&A experience, Investment analyst)
• If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
• 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.

Perks & Benefits