Senior Finance Systems Analyst

Senior Finance Systems Analyst – So Fi

Join to apply for the Senior Finance Systems Analyst role at So Fi . This high‑impact position is part of our Finance Transformation, BI & Systems team.

$99,200.00/yr – $/yr

As a Senior BI Analyst, you will architect and automate company‑wide financial and KPI reporting systems. Your success hinges on technical expertise in IBM Planning Analytics (TM1), a passion for building automated data solutions, and the ability to partner with business stakeholders to drive visibility and smarter decision‑making.

• Architect & Build:
  Design, own, and execute end‑to‑end data workflows, from ETL processes and database structures to scalable, self‑service dashboards in Tableau.
• Automate & Optimize:
  Act as the technical expert for IBM Planning Analytics (TM1), developing robust models, hierarchies, and rules to replace manual processes and scale 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 adoption of new data tools and insights.
• Analyze & Simplify:
  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 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);
  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.

To view all of our comprehensive and competitive benefits, visit our Benefits at So Fi page.

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.

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 Rights

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.