Director, Strategic Finance - SoFi Checking & Savings and Credit Card
Core
Shape capital allocation strategy and provide financial leadership for SoFi's Checking & Savings and Credit Card business lines.
Role type
Director, Strategic Finance (Business Partner)
Builds
Multi-year plans, annual operating plans, rolling forecasts, and business cases for major initiatives.
Domain
Fintech / Consumer Financial Services
Deliverable
production ML models
Required skills
Strategic finance, unit economics (LTV/CAC, payback periods), financial modeling, scenario analysis, AI tool fluency, cross-functional partnership, team leadership
Preferred skills
People management, Google Sheets/Slides expertise
Technologies
AI tools, Google Sheets, Google Slides
Responsibilities
Own financial strategy and forecasts; serve as thought partner to BU leaders; analyze unit economics; drive capital allocation; partner with Product/Marketing/Risk; lead scenario planning; develop business cases; synthesize recommendations for Exec Leadership; scale AI use cases; lead and develop a high-performing team.
Seniority
Director, hands-on IC with people management
