Finance Transformation Manager

at SoFi

CA - San Francisco, FL - Jacksonville, NC - Charlotte, NY - New York City, TX - Frisco, UT - Cottonwood Heights, WA - Seattle

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 Finance Transformation Manager to lead initiatives that improve processes, strengthen controls, and enable scalable growth across our Finance organization. This role partners with stakeholders in Finance, Accounting, Procurement, and Technology to deliver solutions that streamline operations, enhance reporting, and optimize the end-to-end finance ecosystem. As an experienced professional, you will take ownership of complex projects, apply data-driven decision-making, and drive sustainable change that delivers measurable results.

The Finance Transformation Manager is responsible for identifying opportunities, designing solutions, and managing the execution of initiatives that modernize and optimize finance processes. Working with minimal oversight, this role collaborates with cross-functional teams to ensure projects meet business needs, align with internal controls, and achieve desired outcomes. The manager applies expertise in finance operations, process design, and change management to address diverse and complex challenges, from automation and workflow improvements to reporting enhancements and compliance initiatives. They manage project timelines, mitigate risks, and communicate progress effectively to stakeholders. By engaging with functional leaders, gathering insights from data, and implementing best practices, the Finance Transformation Manager drives improvements that increase efficiency, accuracy, and overall business impact.

What you’ll do:

Lead and deliver finance transformation initiatives with a focus on process improvement, automation, and scalability.
Partner with Finance, Accounting, Procurement, and Technology teams to gather requirements, evaluate solutions, and ensure alignment with business goals.
Identify, document, and analyze current-state processes, recommending changes that improve efficiency, accuracy, and control.
Manage project lifecycles, including planning, execution, risk management, and stakeholder communication.
Ensure transformation initiatives are designed and implemented in compliance with internal controls and regulatory requirements.
Develop and maintain documentation, training materials, and process maps to support operational adoption.
Use data and metrics to assess project impact and drive continuous improvement.
Facilitate cross-functional collaboration and manage escalations within scope.

What you'll need:

Bachelor’s degree in Finance, Accounting, Business, or related field and 5+ years of relevant experience; OR equivalent combination of education and experience.
Strong understanding of finance operations, accounting processes, and internal controls.
Proven experience leading process improvement, transformation, or change management initiatives in cross-functional environments.
Ability to manage complex projects with competing priorities, balancing strategic objectives with tactical execution.
Skilled at using data and metrics to analyze problems, identify root causes, and measure results.
Strong communication, facilitation, and relationship management skills, with the ability to influence without direct authority.
Experience with ERP systems (Workday preferred) and related reporting or automation tools is a plus.

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.

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 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 accommodations@sofi.com.

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.