Senior Finance Systems Analyst

at SoFi

CA - San Francisco HQ, TX - Frisco, UT - Cottonwood Heights, VA - Reston

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 Senior BI Analyst to join our Finance Transformation, BI & Systems team. In this high-impact role, you will architect and automate our company-wide financial and KPI reporting systems. Your success will hinge on your technical expertise in IBM Planning Analytics (TM1), your passion for building automated data solutions, and your ability to partner with business stakeholders to drive visibility and smarter decision-making.

What You'll Do:

Architect & Build: Design, own, and execute end-to-end data workflows, from defining ETL processes and database structures to building scalable, self-service dashboards in Tableau.
Automate & Optimize: Act as the technical expert for IBM Planning Analytics (TM1), developing and documenting robust models, hierarchies, and rules to replace manual processes and scale our reporting capabilities.
Partner & Influence: Collaborate closely with senior stakeholders in Finance, Engineering, and Product to gather requirements, translate business needs into technical specifications, and drive the adoption of new data tools and insights.
Analyze & Simplify: Tackle complex, unstructured problems and distill huge datasets into clear, actionable insights for business leaders.

What you'll need:

5+ years of work experience in a business intelligence or data analytics role.
Expert-level proficiency in IBM Planning Analytics (TM1), including TM1 Rules, TurboIntegrator scripting, MDX, and cube design for optimized performance.
Strong experience with SQL and building ETL data flows.
Demonstrated ability in financial modeling (Excel) and data visualization (Tableau or similar tools).
Proven ability to manage projects, influence senior partners, and communicate technical concepts to non-technical audiences.
High EQ, strong problem-solving skills, and a detail-oriented mindset.
Bachelor's degree in a quantitative or business-related field (Mathematics, Computer Science, Statistics, Finance); Masters is a plus.

Strongly Preferred

Experience with Python for automation and data analysis.
Familiarity with Workday Financials or other large-scale ERP systems.
Knowledge of the banking or fintech space.

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 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 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.