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Associate – Accounting – Financial Analysis

Associate – Accounting – Financial Analysis

CompanySoFi
LocationCottonwood Heights, UT, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s, Master’s, MBA
Experience LevelEntry Level/New Grad

Requirements

  • Bachelor’s or Master’s/MBA degree in Accounting, Finance, or Economics or a related field (Master’s/MBA with a concentration in Accounting preferred) with availability to start by Summer 2025.
  • Have no more than 12 months of professional full-time work experience (excluding internships and research assistant roles)
  • Must be willing to relocate to Cottonwood Heights, UT area and be available to work in the Cottonwood Heights, UT office
  • Must be attending a US-based university for positions in the US
  • Able to obtain work authorization in the US in 2025
  • Interest in the FinTech industry and/or Banking, Finance, Accounting
  • Ability to work across multiple projects and transition from task to task as needed
  • Comfortable with G-suite and/or Microsoft Office (specifically Excel and Google Sheets) and working with large data sets
  • Strong oral and written communication skills
  • Strong social and leadership skills

Responsibilities

  • Working both independently and in a team setting, you will contribute to a wide variety of monthly and quarterly accounting and finance processes and short-term assignments to develop and strengthen your technical and leadership skills and business acumen.
  • Support monthly and year-end close processes, including preparing workpapers and assisting with audits and SEC disclosures.
  • Enhance and document accounting processes, narratives, and policies to ensure compliance with U.S. GAAP and regulatory standards.
  • Prepare financial, analytical, and statistical reports to support investor reporting, management decisions, and external audits.
  • Collaborate with cross-functional teams, including Strategic Finance, Capital Markets, FP&A and Treasury to ensure accurate financial reporting.
  • Contribute to accounting for new products, business transactions, and regulatory guidance implementation.
  • Help facilitate financial forecasting and planning efforts for SoFi’s key initiatives in partnership with functional leaders and in collaboration with business unit leaders.
  • Support in preparation of internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators.

Preferred Qualifications

  • Prior experience operating in a professional environment preferred