Senior Finance Systems Analyst jobs in United States
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SoFi · 16 hours ago

Senior Finance Systems Analyst

positionSan Francisco, CA
timeFull-time
remoteHybrid
senioritySenior Level
money$99K/yr - $186K/yr
date5+ years exp

SoFi is a next-generation financial services company and national bank that is transforming the way people interact with personal finance. The Senior Finance Systems Analyst will architect and automate company-wide financial and KPI reporting systems, leveraging technical expertise in IBM Planning Analytics and collaborating with business stakeholders to drive smarter decision-making.

CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

IBM Planning Analytics (TM1)SQLETL processesFinancial modelingData visualizationPythonBanking knowledgeProject managementProblem-solvingCommunication skillsDetail-oriented

Required

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

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

Company

SoFi

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SoFi is a finance company that offers a range of lending and wealth management services.
dateFounded in 2011
location
San Francisco, California, USA
people-size1001-5000 employees
web-link
https://www.sofi.com

H1B Sponsorship

SoFi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)

Funding

Current Stage
Public Company
Total Funding
$12.25B
Key Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B

Leadership Team

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Anthony Noto
CEO
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Jeremy Rishel
Chief Technology Officer
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Recent News

Business Wire
NerdWallet Announces its 2026 Best-Of Awards Winners
2026-01-07
thefly.com
SoFi sinks after BofA resumes at Underperform post capital raise
2026-01-06
dcm.com
dcm ventures - portfolio
2025-12-31
Company data provided by crunchbase