SoFi
SoFi helps you save, spend, earn, borrow, invest, and protect your money–all in one app. NMLS 1121636
Staff Analyst, Business Banking
Location
California + 3 moreAll locations: California, New York, Texas, Washington
Posted
25 days ago
Salary
$115.2K - $216K / year
Bachelor Degree8 yrs expEnglish
Job Description
• 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.
Job 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.
Related Guides
Related Categories
Related Job Pages
More Analyst Jobs
Analyst25 days ago
Full TimeRemoteTeam 1,001-5,000H1B No Sponsor
Client Analyst II supporting clients at bswift's remote operations.
Quality Analyst
EXLWe make sense of data to drive your business forward. #MakeSenseofData #DriveYourBusinessForward #PartnerYourWay
Analyst25 days ago
Full TimeRemoteTeam 10,001+H1B No Sponsor
Quality Analyst IV overseeing coding audits for healthcare accuracy standards
Full TimeRemoteTeam 10,001+Since 1911H1B Sponsor
Interface Analyst/Developer for HL7 interface integrations
Louisiana
Clinical Support Application Analyst II – Cerner, Information Technology
UofL HealthUofL Health is a fully integrated academic health system focused on delivering patient-centered care.
Analyst25 days ago
Full TimeRemoteTeam 10,001+H1B Sponsor
Clinical Support Analyst II on IT Cerner Support team
Kentucky