Business Operations Associate/Senior Associate

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 fintech company 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
At SoFi, you’ll become part of a new kind of finance company whose ambition is to help our members achieve financial independence and reach their goals. We aim to be at the center of our members’ financial lives, and to help every member get their money right. We created student loan refinancing, addressing the biggest financial challenge of a new generation through a modern approach to lending and personal finance. We expanded our products and services across loans, wealth management, cash management, credit score monitoring, and insurance. SoFi has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent. And that starts with you.
Business Operations drives strategy, planning, delivering critical business insights, and cross-functional execution. We’re seeking a Business Operations Senior Associate to join SoFi’s Member Business Unit. The Member Group Business Unit is responsible for putting the SoFi Member, or customer, at the center of everything we do in pursuit of fulfilling our mission of helping Members “get their money right.”
In this role you will be a trusted partner for the leadership team focusing on execution of high-impact strategic projects, data analysis and insights that will drive our business, and developing efficient processes.
The candidate will have the leadership, maturity, and experience in delivering pragmatic operational solutions and data-driven insights in a high growth dynamic environment. This role requires strong analytical skills, and collaboration and leadership across functions and businesses to be successful.
What you’ll do:

• Outline key dependencies, constraints, assumptions, and risks relating to overall business operations and processes
• Work cross-functionally to solve complex challenges with uncertain inputs and outputs
• Provide critical guidance, insights, and frameworks across teams to achieve company goals
• Support the creation, iteration, and ongoing optimization of recurring weekly, monthly, and quarterly reporting for the Board, Member business unit, and functional teams
• Evaluate and help optimize the operations of the Member Business Unit and related cross-functional initiatives
• Collaborate with the Data Science team to produce data driven analyses and create dashboards / reports
• Support & lead strategic projects requiring a mix of strategy, data analytics, financial modeling, problem-solving, and cross-functional project management
• Support & lead analyses in support of strategic initiatives to develop insights that inform our decision making

This role will report to the Head of Business Operations + Strategy, Member Group Business Unit
What you’ll need:

• Proficiency in SQL and Tableau will be highly preferred or willingness to learn
• Passion for our mission of helping people achieve their financial goals
• A clear communicator with excellent verbal and written communication skills
• Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively
• Ability to work independently and a strong sense of ownership (Methodical, self-starter, hands-on, willingness to get into the details)
• Inquisitive nature, attention to detail, diligence and a good attitude
• Strong analytical abilities (SoFi is a data-driven company) and proficiency with Excel/Google Sheets, Powerpoint/Google Slides,
• 3-5 years of experience in a top-tier consulting firm, investment bank, or high growth business in an analytical capacity

Be personable, approachable and able to connect with each and every person on the team and throughout the business
Compensation And Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
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.
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 embracing diversity. 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.
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.