Senior BI Analyst, Strategic Finance

Senior BI Analyst, Strategic Finance

This job is no longer open

The role: 

We are seeking a Senior BI Analyst on the Strategic Finance team who will help shape how we automate our company-wide financial and KPI reporting. This is an exciting role for someone to make a direct impact at SoFi by shaping our processes and providing reporting solutions to help drive visibility and making choices. Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: you are familiar with finance systems and know how to automate data flows with SQL/Python/R/Tableau, while also having the ability to step back and understand the business needs. You treat stakeholders as a partnership – you are there at each step of the way and you know that we only succeed if we succeed together.

What you’ll do:

  • Develop strong collaborative relationships with key stakeholders in Finance, Engineering, Product and across the company, with a specific focus on our data infrastructure
  • Financial Management Systems: Act as a technical expert and support the broader finance team in automating our reporting
  • Define data systems and tools with product and engineering to produce business dashboards and other business intelligence reports
  • Own end-to-end data workflows including defining the database structure and ETL processes, socializing them across the organization, and creating dashboards/reports
  • Build self-service systems to enable others in the organization to leverage your work
  • Write specs and work with engineering to capture new data and transfer data into data warehouse
  • Design, develop & deliver robust and scalable reporting
  • Simplify complex problems & huge data sets to extract insights
  • Be part of a great team, but capable of operating independently - managing relationships, deliverables and expectations with your business partners
  • Be personable, approachable and able to connect with each and every person on the team and throughout the business
  • Remain detail-oriented while working across a wide variety of projects

Who are you:

  • Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
  • Familiarity with Financial Management Systems, with an understanding/vision of how to architect the perfect solution
  • Experience with Database Management systems (SQL) and financial modeling who enjoys solving complex and unstructured problems
  • Experience in ETLs and data flows, including data loads
  • Experience with front-end reporting tools (Tableau)
  • Demonstrated ability to simplify complex data sets and extract non-obvious insights with frameworks and analyses
  • Strong ability to project manage and to remain detail-oriented while working with numerous stakeholders
  • Strong analytical, problem solving and critical thinking skills
  • High EQ with ability to influence outcomes and communicate technical content to general audiences
  • Knowledge of the banking space a strong plus


  • Bachelor's degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
  • 5+ years of work experience
  • Experience in financial modeling skills (excel etc)
  • Working experience using SQL
  • Tableau or similar front-end design
  • R or Python is a strong plus
  • Alteryx a strong plus
  • Experience in ETLs and SQL data loads
  • Familiarity with finance planning tools (ex: Planning analytics (TM1)) and ERP tools (ex: NetSuite)
  • Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners


This job is no longer open
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