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Manager role leading finance technology and AI initiatives at SoFi in San Francisco.
Architect modern finance systems, drive automation, and collaborate across IT, finance, and stakeholders.
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Who we are:
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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:
SoFi is seeking a Finance Technology Manager to lead high-impact initiatives that modernize finance processes, strengthen our systems architecture, and enable AI and automation capabilities across the Finance organization. This role sits within the Finance Transformation, BI & Systems team under the Controllership and serves as a key liaison between Finance, IT, and cross-functional stakeholders. The ideal candidate combines hands-on finance systems expertise with strong project leadership and the ability to translate business needs into scalable technology solutions.
The Finance Technology Manager owns the intersection of finance process transformation and systems architecture. You will design and optimize finance technology solutions, lead cross-functional implementation workstreams, and help shape the long-term evolution of SoFi’s finance system ecosystem. From close cycle acceleration and reconciliation automation to system integrations and AI tool adoption, you will manage complex initiatives end-to-end with a focus on measurable, scalable outcomes.
What you’ll do:
- Design and help maintain the finance technology architecture and system ecosystem roadmap, ensuring alignment with business strategy and near-term operational needs
- Partner closely with the Workday team to coordinate system enhancements, integrations, and ensure Workday aligns with broader finance technology strategy
- Architect and document integrations and data flows between Workday and adjacent finance systems including reconciliation platforms, expense and procurement tools, BI platforms, and analytics solutions
- Lead or support subledger identification, reconciliation design, and GL mapping initiatives, ensuring accurate and auditable transaction flow from source systems through to the general ledger
- Evaluate and recommend financial technologies and tools to address gaps and drive innovation across the finance function
- Lead process automation initiatives leveraging RPA, AI, and workflow tools to streamline finance operations
- Identify system redundancies and optimization opportunities across the finance technology stack
- Partner with Finance, Accounting, Procurement, Technology, and enterprise architecture teams to gather requirements, evaluate solutions, and maintain alignment with business goals and internal controls
- Support month-end and quarter-end close processes through cross-system coordination and troubleshooting
- Lead and deliver finance transformation initiatives with a focus on close cycle reduction, process automation, and scalable system design
- Support the Finance AI Operating Model by contributing to discovery, build, and deployment of AI and automation use cases within the Finance function
- Coordinate M&A integration workstreams impacting Finance systems, data, and processes as needed
- Develop and maintain comprehensive documentation including system design specifications, integration requirements, process workflows, and architectural decision records
What you'll need:
- Bachelor’s degree in Finance, Accounting, Information Systems, or related field; CPA, MBA, or equivalent certification a plus
- 8+ years of experience in finance systems, finance technology, or finance transformation roles, preferably in high-growth or technology-driven environments
- Strong working knowledge of Workday Financials including chart of accounts structure, GL configuration, and integration capabilities a plus
- Hands-on experience with reconciliation platforms such as Cadency/Trintech; familiarity with subledger reconciliation and GL mapping workflows a plus
- Broad familiarity with the finance technology landscape including data warehousing and analytics (Snowflake), financial planning tools, expense and procurement systems (Coupa), and BI and reporting platforms (Tableau/Rollstack)
- Demonstrated ability to create clear system and data flow diagrams (current and future state) using tools such as Visio, Lucidchart, or similar
- Experience architecting or supporting system integrations, APIs, and middleware platforms in a finance context
- Familiarity with process automation tools (RPA, workflow automation) and AI/ML applications in finance
- Understanding of data architecture principles and experience working with data warehousing or analytics platforms
- Proven ability to manage complex, competing-priority projects with a structured and organized approach
- Strong cross-functional collaboration and communication skills, with the ability to influence without direct authority and translate technical concepts for both technical and non-technical audiences
- Experience supporting financial close processes and a working understanding of close automation opportunities
- Experience in financial services, fintech, or a publicly traded company environment is a plus
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 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 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.