Financial Analyst, Strategic Finance, Crypto

SoFi2 months ago
Charlotte, NC, United States
Hybrid
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

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. As a data-driven Financial Analyst on our Strategic Finance team and primary Finance partner for SoFi’s Crypto business unit, you will build forecasting models, track key business drivers, conduct variance analysis, and collaborate with cross-functional teams to guide financial decision-making in the dynamic Crypto landscape.

Key Responsibilities

  • 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.
  • Conduct deep-dive monthly variance analysis (Actuals vs. Budget) and explain the reasons 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 from manual spreadsheets to scalable reporting tools like Tableau.
  • Collaborate with the Accounting and Risk teams to streamline month-end close processes and ensure compliance with regulatory capital requirements.

Required Qualifications

  • Experience Required: 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 and revenue-generating business models.
  • Expert-level Excel skills with the ability to build complex, dynamic models from scratch that are easy to audit.
  • Proficiency in (or a strong desire to learn) SQL to pull and manipulate data from internal databases.
  • The ability to pivot quickly in a startup-like environment while maintaining the professionalism of a public financial institution.
  • Education: Bachelor's degree in Economics, Finance, Accounting, or a related field. CFA or CPA is a plus.

Preferred Qualifications

  • Experience with Crypto-native software.
  • Previous experience in Fintech or a regulated financial services environment.
  • Deep understanding of P&L dynamics.

Benefits & Perks

  • Compensation: The base pay range for this role is determined based on individual factors such as experience, skills, and location.
  • Benefits: For details on our comprehensive and competitive benefits, please visit the Benefits at SoFi page.

Required Skills

ROI Analysis
Data Analytics
Crypto Business Analysis
Forecasting
Financial Reporting
SQL
Excel
Tableau
Variance Analysis
Financial Modeling