Summary
About this role
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 financial services company and national bank 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-driven Financial Analyst to join our Strategic Finance team. In this role, you will be the primary Finance partner for SoFi’s Crypto business unit. You will be responsible for building the models that drive our forecasting, tracking the unit economics of our digital asset products, and providing the "boots-on-the-ground" financial visibility needed to scale this business. This is a high-visibility role that requires a blend of rigorous financial modeling and the ability to navigate the fast-moving Crypto landscape.
What You’ll Do:
- Maintain and enhance the models for the Crypto business, ensuring accuracy in monthly, quarterly, and long-range forecasts.
- Identify, track, and report on critical business drivers (e.g., MAU, take rates, trading volume, and CAC).
- Conduct deep-dive monthly variance analysis (Actuals vs. Budget) and communicate the "why" behind the numbers to Finance leadership.
- Support the evaluation of new crypto product launches or feature sets by building ROI models and sensitivity analyses.
- Partner with Data Science and Engineering to automate Crypto-native data pipelines, moving away from manual spreadsheets toward scalable reporting in tools like Tableau.
- Collaborate with the Accounting and Risk teams to streamline month-end close processes and ensure regulatory capital requirements are monitored.
What You’ll Need:
- Minimum 2+ years of experience in a highly analytical environment (Investment Banking, Management Consulting, or Corporate FP&A/Strategic Finance).
- Extensive Crypto experience with a solid understanding of ecosystems (exchanges, wallets, protocols) and how these business models generate revenue.
- Expert-level Excel skills; you should be comfortable building complex, dynamic models from scratch that are easy for others to audit.
- Proficiency in (or a strong desire to learn) SQL to pull and manipulate your own data from internal databases.
- The ability to pivot quickly in a startup-like environment while maintaining the professionalism of a public financial institution.
- Bachelor's degree in Economics, Finance, Accounting, or a related field. CFA or CPA is a plus.
Nice to Have:
- Experience with Crypto-native software.
- Previous experience in Fintech or a regulated financial services environment.
- Deep understanding of P&L dynamics.
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.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
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 an inclusive culture. 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 [email protected].
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Other facts
About SoFi
SoFi is a values-driven company on a mission to help our members get their money right. We create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions—from owning a home to saving for retirement, paying off their student loans, and more.
CFL #6054612; NMLS #1121636 (www.nmlsconsumeraccess.org) Advisory services through SoFi LLC, a registered investment advisor. SoFi Checking and Savings is offered through SoFi Bank, N.A. Member FDIC. SoFi Money™ is offered through SoFi Securities LLC, member FINRA/SIPC.
What you'll do
- The Financial Analyst will maintain and enhance financial models for the Crypto business, ensuring accurate forecasts and tracking key business drivers. They will also conduct variance analysis and support new product evaluations.
Ready to join SoFi?
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