Senior Finance Systems Analyst

Senior BI Analyst – Finance Transformation

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 our company-wide financial and KPI reporting systems.

• Design, own, and execute end‑to‑end data workflows, from ETL processes to scalable dashboards in Tableau.
• Act as the IBM Planning Analytics (TM1) expert, developing robust models, hierarchies, and rules to replace manual processes.
• Collaborate closely with senior stakeholders in Finance, Engineering, and Product to gather requirements and drive adoption of new data tools.
• Tackle complex, unstructured problems and distill large datasets into clear, actionable insights for business leaders.

• 5+ years of experience in BI or data analytics.
• Expert‑level proficiency in IBM Planning Analytics (TM1) including rules, Turbo Integrator scripting, MDX, and cube design.
• Strong experience with SQL and ETL data flows.
• Financial modeling (Excel) and data visualization (Tableau or similar).
• Project management, influence, and communication to non‑technical audiences.
• High EQ, problem‑solving, detail‑oriented.
• Bachelor’s degree in quantitative or business;
  Master’s is a plus.

• Python automation and data analysis.
• Workday Financials or other ERP systems.
• Banking or fintech space knowledge.

Base pay range: $99,200 – $186,000 (annual). Eligible for bonus and competitive benefits.

Benefits at SoFi:

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.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.