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SoFi

Workday Financials Senior Analyst

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5 Locations
Senior level
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5 Locations
Senior level
The Senior Analyst will manage Workday Financials, focusing on security configurations, supporting day-to-day operations, and optimizing the Workday platform. The role requires collaboration across departments, strong analytical skills, and handling administrative tasks while building relationships with stakeholders.
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Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

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. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role: 

We are seeking a Senior Analyst who will play a key role in managing Workday Financials, supporting the day-to-day and optimizing the system. This is an exciting role for someone to make a direct impact at SoFi by shaping our processes and providing solutions to help optimize our investment in the Workday platform. 

Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: You are an expert in Workday Financials 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.

What you’ll do:

  • Support Workday Financial configuration across a combination of the following modules: Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses,  Banking and Settlement, Financial Accounting and Accounting Center 
  • Participate in bi-annual Workday release regression testing and security setup for the uptake of new features.
  • Stay updated on the Workday roadmap and propose changes and solutions in areas of focus.
  • Develop strong collaborative relationships with the Finance, Engineering, People orgs and across the company.
  • Perform daily administrative and production support tasks as required
  • 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 Workday Financials with configuration experience across multiple financial modules, with experience in Customers and Project billing highly preferred
  • Experience with Financial modules and Financial Reporting highly preferred
  • 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

Requirements:

  • Bachelor degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
  • 5+ years of work experience
  • Experience required:
    • 2 + years of experience configuring and supporting a combination of the following modules: Workday Financial Reporting, Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses,  Banking and Settlement, Financial Accounting and Accounting Center 
  • Experience preferred:
    • Workday Pro Certifications
    • 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

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. 

 

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

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.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to embracing diversity. 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 accommodations@sofi.com.Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

SoFi Seattle, Washington, USA Office

The office is located in Pike Tower, just five blocks from Pike Place Market, and houses some of our Engineering, Design, and Product teams - including engineers, product managers, and other technical functions.

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