Senior Finance Systems Analyst

Join to apply for the Senior Finance Systems Analyst role at So Fi .

Shape a brighter financial future with us. 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.

$99,200.00/yr - $/yr

We are seeking a Senior BI Analyst to join our Finance Transformation, BI & Systems team. In this high‑impact role, you will architect and automate company‑wide financial and KPI reporting systems. Success relies on technical expertise in IBM Planning Analytics (TM1), building automated data solutions, and partnering with stakeholders to drive visibility and smarter decision‑making.

• Architect & build end‑to‑end data workflows, from defining ETL processes and database structures to creating scalable, self‑service dashboards in Tableau.
• Act as the technical expert for IBM Planning Analytics (TM1), developing and documenting robust models, hierarchies, and rules to replace manual processes and scale reporting capabilities.
• Collaborate with senior stakeholders in Finance, Engineering, and Product to gather requirements, translate business needs into technical specifications, and drive adoption of new data tools and insights.
• Tackle complex, unstructured problems and distill huge datasets into clear, actionable insights for business leaders.

• 5+ years of experience in a business intelligence or data analytics role.
• Expert‑level proficiency in IBM Planning Analytics (TM1), including TM1 Rules, Turbo Integrator scripting, MDX, and cube design.
• Strong experience with SQL and building ETL data flows.
• Demonstrated ability in financial modeling (Excel) and data visualization (Tableau or similar).
• 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);
  Master’s is a plus.

• 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.

Not Applicable

Full‑time

Information Technology

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.