Operations Efficiency Analyst

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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:

This role supports the Operations Business Analytics & Efficiency team by conducting in-depth data analysis to identify opportunities for expense efficiency and operational improvement. The Analyst plays a key role in tracking the performance of value-capture initiatives, helping to build and maintain the analytical foundation that promotes data-driven decision-making and operational transparency across the organization.

What you’ll do:

• Efficiency Identification: Conduct root cause analysis on operational performance gaps and inefficiencies, proposing data-backed solutions to improve key metrics like cost-per-unit, agent productivity, and demand.

• Support Modeling: Build and refine analytical models (primarily in Google Sheets) to support forecasting, scenario planning, and cost-benefit analyses for new operational initiatives.

• Documentation & Integrity: Ensure data quality and reporting accuracy, maintaining clear documentation of data definitions, methodologies, and analytical processes.

• Cross-Functional Support: Collaborate with team members, Operations Leadership, and Finance partners to gather requirements and deliver timely analytical insights.

• Process Understanding: Develop a strong working knowledge of core operational processes to better inform analysis and recommendations.

What you’ll need:

• Education: Bachelor's degree in Business Administration, Economics, Finance, Engineering, Statistics, Computer Science, or a related quantitative field.

• Experience:

• 3-5 years of professional experience in business intelligence, data analytics, or an operations-focused analytical role. Experience in Finance will also be considered.

• Technical Skills:

• Experience with data visualization tools (e.g., Tableau, Power BI)

• Strong skills in Microsoft Excel (advanced formulas, pivot tables)

• Basic understanding of statistical concepts is a plus.

• Analytical Acumen: High attention to detail and a demonstrated ability to interpret data and translate findings into clear, actionable insights.

• Communication: Strong verbal and written communication skills, capable of presenting data clearly to a non-technical audience.

• Problem-Solving: Eagerness to tackle complex problems and a proactive approach to identifying data-driven solutions.

Nice to have:

• Experience with continuous improvement methodologies (e.g., Lean, Six Sigma).

• Familiarity with data warehousing or ETL concepts.

• Previous experience in a high-volume, operations environment.

Key Attributes for Success:

• Curious & Detail-Oriented: A drive to understand the 'why' behind the numbers and a commitment to accuracy.

• Proactive Learner: Eager to acquire new technical skills and business knowledge.

• Team Player: Works effectively within a team structure and contributes positively to team goals.

• Adaptable: Handles multiple tasks and shifting priorities effectively in a dynamic environment.

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 [email protected].

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.