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:
Business Operations drives strategic planning, business critical insights, and cross-functional execution. We’re seeking a Senior Business Operations Associate to support SoFi’s Crypto team. You will report to the Senior Vice President, Business Unit Leader for Crypto and will be a trusted partner for the leadership team focusing on high-impact strategic projects, data analysis, and driving efficient processes.
Business Operations works with many teams within SoFi. The ideal candidate will be a dynamic thinker who can work cross-functionally to solve complex challenges with uncertain inputs and outputs.
A typical week will likely be split in two main buckets: 1) support strategic planning including regular weekly / monthly / quarterly performance tracking and reporting in support of the businesses and 2) special projects which require strategy, analysis, financial modeling, problem-solving, cross-functional project management, and more.
What you’ll do:
- Support quarterly and annual strategic planning for the Crypto business
- Support the creation, iteration and ongoing optimization of recurring weekly / monthly / quarterly reporting for the businesses and functional teams
- Drive cross-functional projects and alignment with stakeholders across the organization
- Collaborate with the Data Insights team to produce data driven analyses
- Manage business performance with OKR tracking
- Conduct on-going competitive analysis in support of developing and refining product positioning and feature improvements
- Coordinate with business operations counterparts in other business units and functions on production and delivery of company-wide standardized processes such as quarterly planning and board deck preparation
- Perform ad-hoc activities as requested by the Business Unit Leads
What you’ll need:
- 4+ years of work experience in a top-tier consulting firm, consumer financial services, or high growth business in an analytical capacity
- Familiarity with financial services and consumer technology companies in private and/or public sector
- Hands on operational capabilities with advanced proficiency in Google suite, MS Office apps, etc.
- Experience analyzing and interpreting data
- Strong analytical and organizational skills
- A clear communicator with excellent verbal and written communication skills
- Inquisitive nature, attention to detail, diligence and a good attitude
- Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively
- Comfort working in a high growth, constantly changing environment
Nice to have:
- Experience with financial models
- Experience with Tableau
- Data Mining skills (SQL, Python)
- Experience working with/managing partnerships with third party vendors and/or experience with identifying and supporting improvements to operational aspects of Third Party processes and data (preferred but not required)
Top Skills
Similar Jobs at SoFi
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
