The role:

We are seeking a Senior Financial Systems Analyst who will support Workday on a day-to-day basis focusing on unlocking its vast reporting possibilities. 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, while also playing a key role in our implementation of Workday Financials.

Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: You are an expert in Workday Financials and also understand data flows/SQL/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.

This position will be part of the Business Intelligence and Systems team within Accounting Controllership.

What you’ll do: 

• Support Workday Financials through configuration of business process, condition rules, validations
• Create and maintain complex Workday financial reports
• Participate in bi-annual Workday release regression testing and uptake of new features.
• Stay updated on the Workday roadmap and propose changes and solutions in areas of focus.
• Act as a technical expert and support the broader finance team in Workday reporting
• Develop strong collaborative relationships with the Finance, Engineering, People orgs and across the company, with a specific focus on our Workday integrations
• Leverage Workday and other tools and systems to design, develop & deliver robust and scalable reporting
• Perform daily administrative and production support tasks as required
• Develop and deliver training on SoFi’s financial business processes and use of Workday
• 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 variety of projects

Who are you:

• Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
• Expert in Financial Management Systems, with an understanding/vision of how to architect the perfect solution
• Experience with Database Management systems (SQL) who enjoys solving complex problems
• Experience with front-end reporting tools (Tableau)
• 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

What you’ll need:

• Bachelor's degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
• 5+ years of work experience
• 2 + years of experience configuring and supporting a combination of at least 2 of the following modules: Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses,  Banking and Settlement, Financial Accounting and Accounting Center
• Subject matter expert on:
• Workday Financial Reporting (Advanced, Matrix)
• At least one of the modules: Supplier Accounts, Customers
• Experience required:
• Multiple subsidiary structure and working with different functional currencies
• ETLs/ELTs related to Workday integrations
• SOX Compliance
• Experience preferred:
• Workday Pro Certifications
• Workday Financial Reporting (Composite, Discovery Boards, Prism, Office Connect)
• Consolidations
• FDM design, deployment, and maintenance
• SQL (Snowflake)
• Tableau
• Finance planning tools (ex: Planning analytics (TM1))
• Alteryx
• Integration platforms such as Fivetran or Mulesoft
• Jira / Confluence  or other Scrum Management tools
• Strong verbal and written communication skills
• Spanish fluency a plus
• Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners

The role:

SoFi is searching for an Accounting Policy Manager with strong technical accounting experience to support the Company’s accounting policy function.

The Accounting Policy Manager will be responsible for supporting the documentation of technical accounting conclusions as well as the development and maintenance of the company’s accounting policies. This individual will work closely with the finance and legal teams as well as with other teams within the controllership organization to ensure compliance with applicable technical accounting and regulatory standards.

Your deep understanding of accounting principles, regulatory requirements, and industry practices will be instrumental in providing timely guidance to the business in planning transactions, programs, and products.  You will also collaborate within the controllership organization to ensure accurate implementation and documentation of technical accounting decisions.

This position will report to the Accounting Director, Policy and M&A, and will be part of the SEC Reporting & Policy Controllership team.

The right candidate will have technical accounting experience across a range of topics, including loan sales, securitizations, consolidation, and revenue recognition, paired with a background in financial services and/or software & technology. The Accounting Policy Manager will also have strong communications skills, including drafting technical memos and presenting relevant accounting considerations to cross-functional audiences.

What you’ll do: 

• Research complex accounting issues at deal speed to support the Company’s development of new programs, including providing insight into accounting principles and conducting industry benchmarking.
• Document technical accounting conclusions for significant accounting matters as they arise, including large transactions and new/amended products or programs.
• Support the preparation and review of financial statements and disclosures, particularly with respect to significant accounting matters and changes in accounting standards.
• Develop, maintain, and update accounting policies.
• Monitor standard-setting and rule-making activities by the FASB, SEC, and other regulators. Support impact assessments and implementation of changes.
• Collaborate with internal and external auditors to facilitate smooth audits and procedures.
• Support special projects as needed, including mergers and acquisitions, process improvement and development, and systems implementations.

What you’ll need:

• 6+ years of relevant experience in public accounting or a combination of public and industry. Financial services and/or software & technology industry experience preferred.
• Bachelor's degree in Accounting, Finance, or related field.
• CPA certification.
• Strong knowledge of US GAAP and SEC regulations and research proficiency in the applicable literature required. IFRS and bank regulatory experience preferred.
• Excellent problem-solving skills and the ability to digest complex information quickly.
• Experience reading and analyzing legal agreements, such as sale agreements, revenue contracts, and financial instruments.
• Keen attention to detail and strong analytical skills.
• Exceptional written and verbal communication skills, including the ability to present accounting concepts and principles to non-accountants.
• Ability to manage multiple projects in a fast-moving environment.
• Experience with accounting and project management applications preferred (e.g., Microsoft Excel, Jira, Workday, Workiva)

The role:

The Sarbanes-Oxley (SOX) Program Management Office (PMO) and Testing Group at SoFi is part of the Controllership and is responsible for ensuring the company has the necessary internal control and assessment elements in place to meet the SOX requirements. The PMO facilitates risk assessment and scoping to determine project scope of each reporting year, then prepares the internal control assessment plan and accompanying timeline, inclusive of scheduling and conducting walkthroughs for each process and control, and updating corresponding control description and process flowcharts.The Testing team facilitates all SOX management assessments for SoFi and its subsidiaries by attending control walkthroughs and conducting testing for all in-scope systems and controls. The IT Testing team performs testing over IT General Control, IT Automated Controls, Key Reports and IT-related Entity Level Controls. The Data Analytics team develops and implements testing automations, evaluates new technologies and supports reporting and dashboarding for the SOX Audit.

Responsibilities for the SOX Data Analytics & AI Manager, include, but are not limited to, identifying, developing and implementing data analytics and automation solutions for the SOX PMO & Testing teams, partnering with external stakeholders to implement automation solutions related to SOX controls, providing oversight of the SOX Data Analytics program, and assisting the SOX PM with reporting as needed. The SOX Data Analytics & AI Manager will report to the SOX IT Testing & Data Analytics Senior Manager, and will work with a mix of direct, indirect, and external team members to execute the program, including the SOX PMO IT Sr Manager and PMO team, to employ strategic and critical thinking skills to develop data analytics and automations.

SoFi’s fast pace of growth provides career development (e.g., work directly with senior and executive management) and learning opportunities (e.g., new system implementations) considering the role's enterprise-wide exposure.

What you’ll do: 

• Use data analytics, automation techniques and AI to increase efficiency and effectiveness in the SOX program execution (e.g., risk assessments, testing, fraud risk detection, deficiency analysis), program analytics/monitoring as well advise the business control owners on mechanisms to automate controls.
• Develop, Build and Lead the SOX Data Analytics and AI program
• Create SOX Data Analytics and AI program framework and policy/standards
• Work closely with the SOX team and cross-functional stakeholders to translate business objectives into technical specifications for data analytics and automation projects. This includes understanding the SOX business need, identifying technical requirements and bridging the gap between complex data and systems, business needs and internal control requirements.
• Lead the integration of AI and Automation tools to enhance testing efficiency. Develop and deploy automated continuous control monitoring solutions to provide comprehensive coverage of high-risk areas, shifting from point-in-time assurance to continuous assurance
• Design and implement automated data pipelines, build SQL queries and data extraction scripts for evidence retrieval and control testing, reducing manual intervention
• Collaborate with business stakeholders and EPD teams to design and implement integrated solutions that meet business and internal control requirements.
• Identify opportunities for process improvement through automation within the internal control environment.
• Partner with other Data Analytics teams across the three lines of defense to drive cross-functional data analytics projects, such as the build out of a shared data warehouse and code library, and harmonize risk and control reporting across.
• Establish internal policies, procedures and standards for the deployment and use of Automation and AI within the internal control environment.
• Collaborate with the SOX Sr Director, SOX Sr Program Manager, SOX IT Testing Lead and other SOX Leads to identify reporting needs, develop and implement dashboards, including the monitoring of SOX Program (e.g., Audit Status, Issue Trends, Resourcing, Budgeting)
• Key management consultant, and internal controls expert in building and maintaining ongoing relationships with the various lines of business included in the company's SOX process.
• Responsibilities also include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance 2) adhering to company policies and procedures, 3) completing required training.
• Support other assignment and ad hoc matters as required

What you’ll need:

• Education: Bachelor's Degree.
• 5-7 or more years of Data Analytics experience, including 2-3 years of data analytics within internal audit control teams
• Proficiency in SQL, Python and other languages, including writing complex SQL queries to pull data
• Experience with business intelligence, data warehousing and dashboarding, including Snowflake, Tableau and PowerBI
• Ability to work independently and lead in ambiguity and in a fast-paced environment
• Understanding of data lineage and integrity
• Driven by Excellence - you are driven by our mission and our passion for customer success which means you relentlessly pursue excellence, that you do not tolerate mediocrity and you work intensely to achieve your goals
• High Integrity - you seek open and honest communication, and you hold yourself to very high moral and ethical standards
• You reject manipulation, dishonesty and intolerance
• Critical thinking, analytical and strategic skills
• Ability to independently navigate within an ambiguous environment
• Organized, detailed, proactive, self-motivated, collaborative
• Proven ability to work cross functionally and adapt to change are extremely important
• Ability to prioritize workloads and ensure deadlines are consistently met
• High integrity and ability to handle confidential information
• Ability to define deliverables, build budgets and project plans, align resources and specialists for project teams
• Strong project management skills and organizing ability with successful experience in concurrently managing multiple projects at varying levels of technical difficulty 
• Strong teamwork and communication skills (both oral and written)

Nice to have:

• Big 4 Accounting Firm experience is strongly preferred.
• CPA and CIA/CISA or strongly preferred
• Prefer FinTech, banking and/or financial services experience primarily focused on IT SOX or IT enterprise-wide risk management and ICFR controls consulting.
• Practical and deep knowledge of IT / BP SOX, ICFR and COSO and baseline understanding of business process controls.
• Expertise in performing SOX testing, including ITGCs, ITACs, Manual Controls and Key Report Testing (e.g., examining report configurations, scripts)

The Role:

SoFi is searching for a North America Payroll Manager to lead and scale our payroll operations across the United States and Canada. This is a strategic Individual Contributor (IC4) role that blends deep technical expertise with operational leadership. You will be responsible for ensuring the accurate, timely, and compliant delivery of payroll for our growing workforce while serving as a subject matter expert in advanced payroll technologies and data analytics.

This role is critical to ensure a seamless employee experience, maintaining regulatory compliance, and enabling scalable growth through automation and operational excellence. 

As an IC4-level professional at SoFi, you are expected to operate with autonomy,  applying deep domain expertise to solve complex problems, influence functional strategy, and drive outcomes for cross-functional impact.  

What You'll Do:

Payroll Operations & Compliance

• Oversee End-to-End Processing: Manage day-to-day payroll activities for the US and Canada, ensuring accurate payments, tax withholdings, and reporting.
• Regulatory Subject Matter Expert: Ensure strict compliance with federal, state, local, and provincial wage and hour laws (FLSA, etc.), and manage quarterly/annual tax filings including W-2 and T-4 preparation.
• Audit & SOX Control: Support internal and external audits by maintaining rigorous SOX controls, audit trail documentation, and payroll risk assessments.
• Proactively identifying compliance risks and implementing controls and process improvement to mitigate exposure. 
• Ensure data integrity across payroll, HRIS, and downstream financial systems. 

Technical Leadership & Innovation

• System Optimization: Serve as a functional owner for Workday Payroll, Time Tracking, and Absence. Collaborate on system upgrades, integrations, and bi-annual feature releases.
• Global Integration: Manage relationships with external providers like CloudPay for international payroll and Fidelity for 401(k) and equity administration.
• Data Transformation: Leverage ETL tools (Alteryx, SQL, Python) to automate manual workstreams, build advanced workforce dashboards, and provide actionable insights into labor costs and overtime trends.
• Continuously evaluate and implement technology solutions to modernize payroll operations and reduce manual intervention. 

Strategy & Relationship Management

• Influence Strategy: Help create and drive functional strategy within the payroll team based on business needs.
• Cross-Functional Partnership: Build trust and common ground with stakeholders in HR, Finance, IT, and Legal to ensure seamless data flows and resolve complex discrepancies.
• Team Mentorship: While an Individual Contributor role at the IC4 level, you will provide guidance, training, and "informal leadership" to payroll processors and specialists to upskill the function.

What You'll Need:

Experience & Education

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Experience: 7+ years of progressive experience in multi-state and Canadian payroll functions.
• Certifications: Certified Payroll Professional (CPP) or equivalent is strongly preferred.

Technical Skills

• Core Systems: Deep proficiency in Workday Payroll administration and configuration (Business Processes, Report Writer).
• Advanced Analytics: Hands-on experience using Alteryx, SQL, or Python for data manipulation and process automation.
• Third-Party Tools: Experience with CloudPay and Fidelity NetBenefits preferred.
• Strong understanding of payroll accounting, general ledger impacts, and reconciliation processes. 

Competencies

• Complexity: Ability to solve unique problems of significant, complex scope and generate innovative approaches to resolution.
• Independent Judgement: Ability to operate autonomously in setting priorities and executing solutions with minimal guidance on overall department strategy.
• Communication: Skilled at distilling complex concepts and facilitating dialogue among senior leadership and cross-functional partners.
• High attention to details and commitment to accuracy in a highly regulated environment. 
• Demonstrated ability to influence and drive alignment across cross-functional stakeholders.