SoFi

Staff Analyst, Business Banking

SoFi

full-time

Posted on:

Location Type: Remote

Location: California • New York • United States

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Salary

💰 $115,200 - $216,000 per year

Job Level

Lead

About the role

  • Support early Business Banking initiatives and new capabilities by helping define analytical foundations, measurement approaches, and reporting standards from inception.
  • Partner with Product, Engineering, Risk, and Operations teams to align inputs, coordinate work, and ensure analytical deliverables are delivered on time and inform business decisions.
  • Partner closely with Product and Engineering teams to translate complex business problems into clear, data-informed business requirements and analytical inputs.
  • Collaborate with cross-functional stakeholders to evaluate customer needs, business performance, and industry trends, helping inform solution design and prioritization.
  • Contribute to the development of decision frameworks that clarify tradeoffs, assess options, and support data-driven decision-making across Business Banking initiatives.
  • Deliver the framework by collaborating with partners and leveraging data to drive exceptional client experience, best-in-class product, and market share.
  • Ensure requirements from key stakeholders are captured early and partners are brought along, bought in, and set up for success.
  • Act as a central owner for Business Banking to raise issues to senior leadership to resolve roadblocks proactively.
  • Partner closely with Risk stakeholders to define, refine, and maintain key risk indicators (KRIs) and with Business Banking leadership to define and manage key performance indicators (KPIs) that measure business health, customer outcomes, and risk exposure.
  • Establish clear metric definitions, data sources, and measurement standards to ensure consistency, accuracy, and trust in reported results.
  • Monitor and interpret KPI and KRI performance over time, surfacing insights and implications that inform decision-making, prioritization, and risk-aware growth.
  • Conduct ad hoc analyses to support senior leadership decision-making across Business Banking, drawing on internal performance data and external market and industry insights.
  • Synthesize complex, multi-source analyses into clear, concise narratives that highlight key findings, implications, and recommended paths forward.
  • Respond quickly to emerging business questions, risks, or opportunities, providing thoughtful, data-backed perspectives in fast-moving or ambiguous situations.
  • Build and/or closely partner to maintain reporting and dashboards that provide clear, accurate visibility into Business Banking performance, customer outcomes, and risk metrics.
  • Continuously evolve reporting to align with established KPIs and KRIs, changing business priorities, and stakeholder needs.

Requirements

  • Bachelor’s degree in Business, Finance, Economics, Analytics, or a related field, or equivalent practical experience.
  • 8+ years of experience in business intelligence, analytics, general management, consulting, or related roles within financial services or similarly complex, regulated environments.
  • Demonstrated experience translating complex business problems into data-driven insights, business requirements, and decision frameworks.
  • Proven ability to partner effectively with Product, Engineering, Risk, Finance, and Operations teams in a cross-functional environment.
  • Excellent written and verbal communication and presentation skills, experience working with executive leadership
  • General understanding of BSA/AML regulatory expectations.
  • Experience working with technical and product teams to implement risk and compliance requirements.
  • Comfort making independent, defensible risk decisions in high-growth, evolving environments.
  • Highly analytical, detail-oriented, and able to clearly articulate risk narratives to senior leadership and regulators.
  • Exceptional written and verbal communication skills, including the ability to influence without direct authority.
Benefits
  • This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business intelligenceanalyticsdata-driven insightsdecision frameworksKPIKRIad hoc analysesreportingdashboardsdata measurement standards
Soft Skills
communication skillspresentation skillscollaborationanalytical skillsdetail-orientedinfluence without authorityproblem-solvingstakeholder managementproactive issue resolutionadaptability