Financial Planning And Analysis Manager Jobs

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 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 As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member’s operational su

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 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 looking for a highly motivated and experienced Finance Business Partner to join our growing Strategic Finance team. Strategic Finance shapes SoFi’s capital allocation strategy by assessing investment opportunities, framing key trade-offs, and prioritizing resources against the company’s most important growth objectives. As a key business partner, you will provide financial leadership and strategic insights to two of SoFi's most critical and rapidly growing business lines: SoFi Checking & Savings and SoFi Credit Card. SoFi is an AI-forward organization, and you will be expected to responsibly use our suite of AI tools to build and enhance financial models, accelerate analysis, automate workflows, and improve decision-making. What you’ll do: Own the financial strategy, multi-year plan, annual operating plan, and rolling forecasts for SoFi’s rapidly growing Checking & Savings and Credit Card businesses Serve as a strategic thought partner to Business Unit leaders, translating financial and operational data into insights and recommendations that shape growth strategy and business performance Build and analyze customer and product-level unit economics including LTV, CAC, payback periods, and risk-adjusted returns across cohorts, acquisition channels, products, and member segments D

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 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 Senior Payroll Tax Specialist SoFi is searching for a Senior Payroll Tax Specialist to manage and optimize our payroll tax operations. This role is a key member of the Payroll Team, responsible for validating tax calculations, ensuring filing compliance and serving as the subject matter expert on payroll tax regulations and best practices. The Specialist will exercise independent judgment in interpreting complex federal, state, and local tax laws, advising Finance and HR on tax implications and driving process improvements to ensure absolute accuracy in our tax liabilities and reporting. Responsibilities Validate all payroll tax calculations, filings, and payments to ensure full compliance with statutory regulations. Research and interpret complex payroll tax laws and updates, advising stakeholders on the implications of policy or program changes. Prepare comprehensive reports for Finance and leadership regarding tax liabilities, labor costs, and tax-related trends. Support and lead internal and external payroll tax audits, including detailed documentation and issue remediation. Develop and maintain robust payroll tax controls to support audit cycles and SOX compliance. Oversee the end-to-end US bi-weekly payroll processing as a backup to the Payroll Specialist as needed. Maintain expert knowledge

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 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 The Data Science team is seeking a Senior Manager who will help support growth in our SIPS businesses by improving SoFi’s ability to execute with data. This is an exciting role for someone to leverage their Analytical, Engineering, and Management skills to lead a team of Data Scientists with high visibility and impact. You will serve as a data leader, balancing urgent requests and delivering high quality projects to key stakeholders, through a clear and repeatable data informed approach. You will create a culture of strong technical ownership, deliver impact with prioritization, support the growth of individual contributors, and hold the team accountable with high standards. You are expected to work cross-functionally, including: engineering, product managers, lifecycle marketing, data science, design, operations, finance, risk, legal, compliance, and executive teams to set business objectives, define product strategy, prioritize features, and execute on them. What you’ll do: Manage a team of Data Scientists supporting SoFi’s Checking and Savings, Invest, Credit Card, Protect, and Lantern businesses Collaborate with senior leaders and other stakeholders to identify and prioritize Data Science initiatives Set high standards for quality and on-time delivery. Recruit, grow, and reta

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 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: As a Technical Program Manager within the Enterprise Data Governance team, you will drive strategic execution across our core data governance processes. Your primary focus is to protect member privacy safeguarding personal information through secure handling, processing, and storage to ensure trust, enforce compliance, and mitigate data exposure risks. You will bridge the gap between corporate data governance policy and operational engineering, leading high-visibility technical programs that secure, classify, and institutionalize data controls across key data platforms. As a leader, you will partner with engineering, the CIO organization, Legal, Privacy Compliance, and broader stakeholders to shield enterprise data frameworks while accelerating feature delivery. What you’ll do: Own the end-to-end strategy, roadmap, and execution of complex, multi-platform data privacy and data protection initiatives, driving the Privacy Rights Management (PRM) program as a primary priority. Partner with engineering and platform teams to translate abstract data governance and privacy policies into actionable technical execution. Own the requirements lifecycle by authoring comprehensive PRDs, defining functional data controls, and ensuring engineering teams have the clear technical specifications needed

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 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: SoFi is seeking a highly motivated, strategic, and detail-oriented Direct Mail Project Manager who thrives in a fast-paced, data-driven environment. This role is responsible for driving the operational execution of SoFi's Direct Mail program by partnering closely with Marketing Data Science Marketing Data Science with precision and efficiency. This is not a traditional project management role. Success requires someone who understands campaign strategy, can independently translate business discussions into actionable execution plans, exercises sound judgment in a fast-moving environment, and proactively identifies opportunities to improve how we operate as the Direct Mail program continues to scale. The ideal candidate is equally comfortable managing cross-functional initiatives, optimizing operational processes, leveraging AI-enabled workflows, and maintaining exceptional attention to detail across every stage of campaign execution. What you’ll do: This role owns four core areas of responsibility: Project Management of Campaign Execution Own end-to-end project management for monthly Direct Mail campaigns, serving as the primary project manager for all campaign-related data operations and ensuring schedules, mail matrix, milestones, dependencies, and deliverables are executed on time. Partner

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 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: As a Senior Compensation Analyst, you will play a key role in shaping SoFi Technologies’ global compensation strategy and programs to attract, retain, and motivate top talent globally. This role will lead our global job architecture, compensation structures, market benchmarking, and broad-based compensation modeling. You will use expert knowledge, market data, trends, technology, and financial analysis to develop compensation frameworks that are competitive, scalable, and aligned with our compensation philosophy. You will be responsible for developing our annual cash and equity guidelines, modeling program budgets, and partnering with Finance on monthly stock-based compensation forecasting and analysis. You will also support the executive compensation function, working closely with the Executive Compensation Lead on Compensation Committee materials, executive compensation programs, and related disclosures. What you’ll do: Broad-Based Strategy & Execution Lead global compensation benchmarking, market pricing, and the development of compensation structures, including base salary ranges, target bonuses, and long-term incentive guidelines. Own and enhance SoFi’s global job architecture, including job families, career levels, job profiles, and related compensation frameworks. Lead job architecture

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 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: This role plays a key role in contributing, developing, and maturing an industry-best Credit Risk Management organization across SoFi Technologies, Inc. The incumbent will architect comprehensive risk management capabilities for a rapidly growing bank holding company – ensuring robust defensive and offensive capabilities – maturing foundational risk identification/risk mitigation, risk management frameworks, and risk culture. The contributor will play an essential role in fostering regulatory readiness and maturing a strong effective challenge second-line Credit Risk function. The Credit Risk Oversight (2LOD) Senior Risk Analyst role is critical to success across SoFi Technologies, Inc., SoFi Bank, NA, and operating subsidiaries. The incumbent will contribute to the second-line oversight of Credit Risk across all SoFi’s lending products - Unsecured, Secured and Commercial Lending. The analyst will conduct credit/behavioral/financial analytics or predictive modeling to assess risks and opportunities for the bank portfolios and translate results into recommendations. The 2LOD Senior Risk Analyst will leverage internal and external data sources and technology capabilities in support of the oversight function. Perform analysis to research credit

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 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. SoFi’s Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company’s risk appetite and helps create the products and experiences that put our members’ interests first. The Credit Strategy Lead will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi’s lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The Credit Strategy Lead will collaborate with cross-functional teams such as Business Units, Capital Markets, Product and Engineering, and use business knowledge and quantitative and analytical skills to drive revenue, control risk, and provide value to the company and consumers. The ideal candidate will possess a data-driven analytics background and the strategic acumen to direct a function that draws strategic insights from data using database and statistical anal

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 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. Social Finance, LLC seeks Senior Software Engineering Manager in San Francisco, CA: Job Duties: Lead one or multiple development teams through the full development life cycle. Challenge the status quo, embrace and foster innovation. Disrupt the industry by building the banking platform of the future. Grow the team, understand what your team needs, define how to find and assess candidates. Define the growth plan for individuals on your team. Hold the team accountable for delivery. Shape and support the team culture with an emphasis on continual improvement, learning, and fun. Generate ideas for new initiatives. Take initiative and produce timely results in a fast paced and sometimes ambiguous environment. Facilitate the definition of project scope, deliverables, and goals. Part-time telecommuting is an option. Hybrid work from SoFi offices in San Francisco, CA. Requirements: Master’s degree in Computer Science, Engineering (any field) or related quantitative discipline and (5) years of experience in the job offered or in any occupation in related field. Special Skill Requirements: 1.) Engineering management 2.) Agile SDLC methodologies 3.) Object-oriented programming and data structures 4.) Mobile application development using Android (Kotlin/Java) and iOS (Swift) 5.) Design and development of reusable

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 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 The Collateral Condo Specialist supports the condominium loan process by coordinating document ordering, HOA and property management requests, and outstanding project conditions. In this role, you will help ensure that required condominium documentation is obtained accurately and on time, supporting efficient mortgage approvals and closing timelines. You will work closely with Loan Officers, Operations, Underwriting, title companies, and HOA or property management partners while maintaining compliance with applicable agency and investor requirements. What you’ll do Coordinate the collection of condominium project documentation throughout the mortgage loan process by partnering with Loan Officers, Operations, Underwriting, title companies, and HOA or property management companies. Order, track, and obtain required condominium documents, including questionnaires, budgets, insurance documentation, financial statements, and other agency- or investor-required materials. Monitor document requests and outstanding conditions to support loan approval and closing deadlines. Process payments for HOA and property management document requests while maintaining complete and accurate payment and request records. Review received documentation for completeness and follow up on missing, incomplete, or inconsistent i

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 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 Staff Vulnerability Management Engineer to lead the most complex technical work in SoFi’s Vulnerability Management program. You will design and build scalable systems that identify, enrich, prioritize, route, and track vulnerabilities across applications, cloud and infrastructure, containers, software supply chains, and specialized hardware or firmware surfaces. This is a hands-on engineering role with broad technical influence: you will write production code, make architecture decisions, establish vulnerability management standards, and improve how teams understand and reduce vulnerability risk. You will partner with Engineering, Infrastructure, SRE, Compliance, Legal, and business stakeholders to accelerate remediation while protecting engineering velocity and customer trust. You will also serve as a senior technical responder for embargoed disclosures and zero-day events, lead root-cause analysis for high-impact vulnerability incidents, and mentor engineers. The ideal candidate combines deep vulnerability management expertise with strong software engineering judgment, systems thinking, and a bias for durable, measurable outcomes. What you’ll do Lead high-complexity vulnerability management initiatives and make architecture decisions for assigned program areas, from detecti

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 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. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

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 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. Role Description As the Director of Corporate Infrastructure, you will drive efforts to oversee the design, implementation, and operation of our corporate networks. This includes the IT Infrastructure DevOps, Security and SRE teams. You have a deep understanding of infrastructure as code, configuration as code & networking technologies, strong business acumen, lead through data and metrics, and operate with a high level of rigor and accountability. You are responsible for the reliability, scalability, sustainability, and efficiency of SoFi’s network infrastructure. As a member of the Corporate Infrastructure leadership team, you are directly accountable for the teams that are responsible for driving efforts to evolve and build our next-generation corporate network (to include infrastructure and wifi). This includes managing all aspects of our network - engineering and operations to improve user experience and performance, and also supporting the multi-terabit backbone network that interconnects edge PoPs, corporate offices, data centers, and cloud gateways. You will lead a diverse team through highly technical problems to achieve our overall strategic, operational, and financial goals. You will build and lead a high-performance team, displaying technical proficiency to support and scale the

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 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: SoFi is looking for someone data-driven and self-motivated who believes in our mission of helping people achieve their financial ambitions to join our Relay Business, a key pillar in SoFi’s Member Group Business Unit focused on delivering on our promise to help our 15M+ members achieve financial independence. In this role you will lead the strategy, operations and execution across a x-functional Relay Team, which is a top driver of growth and engagement for SoFi and a key contributor to SoFi’s strategy to be our member’s One-Stop-Shop. The Relay product includes Personal Financial Management tools, credit score monitoring, spend tracking & budgeting, and more. What you’ll do: Support overall vision and strategy for the business area, partnering with leads across functions (e.g. Product, Marketing) and Member BU Leadership Set and manage overall XFN team operations for Relay to execute against vision and strategy, and achieve OKRs Manage the P&L for the area in partnership with Finance (business impact), in line with area goals and company goals Develop and provide regular reporting on business performance/analytics and ensure timely communication to the Executive Team and the Board Support legal/compliance approach for the area, partnering with leads in our legal department on