Intern, Strategic Finance jobs in United States
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SoFi · 1 day ago

Intern, Strategic Finance

SoFi is a next-generation financial services company and national bank focused on changing how people interact with personal finance. The Strategic Finance Intern will support financial visibility, planning, and accountability across SoFi’s G&A functions, contributing to budgeting, forecasting, and executive decision support in a fast-paced fintech environment.

CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
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H1B Sponsor Likelynote

Responsibilities

Build and maintain financial dashboards and reports using Tableau and spreadsheets
Pull, analyze, and validate data from Workday to support budgeting, forecasting, and reporting
Assist in creating variable-driven financial models to support budgeting as the company scales
Provide analysis and insights to support monthly and quarterly close processes
Develop automated and reusable reporting tools that enable efficient executive-level analysis
Support ad-hoc financial analysis and presentations for senior leaders
Leverage AI-enabled tools to accelerate analysis and insight generation where appropriate

Qualification

ExcelTableauFinancial modelingData analysisWorkdayOrganizational skillsProblem-solvingCommunication skills

Required

Enrolled in an accredited US-based university (working towards a Bachelor's or Master's degree in Finance, Economics, Accounting, or a related field) with an expected graduation date of December 2026 or Spring 2027
Must be returning to school for at least one quarter or semester after the internship
Have no more than 12 months of professional full-time work experience (excluding internships and research assistant roles)
Must be willing to relocate to Cottonwood Heights, UT and be available to work in the Cottonwood Heights and Sandy offices at a hybrid capacity (2-3x a week)
Strong working knowledge of Excel or Google Sheets, including comfort with formulas and data analysis
Ability to analyze data, identify trends, and communicate insights clearly
Strong organizational skills with the ability to manage multiple tasks
Ability to identify, frame, and solve problems where requirements are not fully defined

Preferred

Prior internship or project experience in finance, accounting, consulting, or analytics
Experience with Tableau or other data visualization tools
Familiarity with Workday or HR/financial systems
Exposure to budgeting, forecasting, or financial modeling
Interest in fintech, technology, or high-growth companies

Benefits

Access to senior leadership, including exclusive Q&A sessions with executives across all functions of SoFi
Exclusive opportunities to deliver a case study to SoFi leaders
Development sessions for career, financial, and professional growth
Opportunities to participate in company wide events like All-Hands and SoFi circles programming
Networking socials to connect with fellow interns
SoFi swag giveaways
Personalized Mentorship Program
Fully stocked kitchen (snacks & drinks)
Access to senior leadership, including round tables with executives across all functions of SoFi

Company

SoFi is a finance company that offers a range of lending and wealth management services.

H1B Sponsorship

SoFi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)

Funding

Current Stage
Public Company
Total Funding
$12.25B
Key Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B

Leadership Team

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Anthony Noto
CEO
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Jeremy Rishel
Chief Technology Officer
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Company data provided by crunchbase