SoFi · 1 day ago
Transformation Business Analyst
Cottonwood Heights, UT
Full-time
Onsite
Entry, Mid Level
$86K/yr - $162K/yr
2+ years expSoFi is a next-generation financial services company and national bank that is changing the way people think about personal finance. The Operations Transformation Business Analyst will play a central role in advancing SoFi's digital servicing strategy, focusing on process analysis, requirements definition, and enhancing operational workflows to improve member experience and efficiency.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Conduct structured assessments of current operational processes and servicing workflows to identify gaps, manual effort, and areas where automation or self-service can drive meaningful efficiency and quality improvements
Partner with stakeholders across Operations, Product, and Engineering to gather requirements, clarify business needs, and translate transformation goals into actionable specifications for new capabilities and workflow redesigns
Analyze operational and servicing data to quantify baseline performance, surface trends, and measure the expected and actual impact of automation, workflow changes, and self-service enhancements on KPIs
Develop recommendations, process maps, and solution designs that streamline end-to-end workflows, strengthen controls, and support scalable automation
Build business cases and benefit analyses that clearly articulate the value, cost savings, risk reduction, and member experience improvements enabled by automation and transformation initiatives
Support change adoption by preparing documentation, facilitating training and communication, and partnering with operational leaders to ensure teams are equipped to transition to new processes and technologies
Work closely with Product, Engineering, Fraud, Compliance, and Operations to align on priorities, ensure solution feasibility, and drive coordinated delivery across teams responsible for self-service and automation capabilities
Support intake, prioritization, and ongoing governance of transformation initiatives to ensure alignment with strategic objectives, resource capacity, and operational readiness requirements
Qualification
Required
Bachelor's degree in Business Administration, Operations Management, or a related field
Proven experience (2 years) in business analysis, operations management, or process improvement roles, preferably within a transformational environment
Strong analytical skills with the ability to gather, interpret, and analyze complex data sets to drive actionable insights
Proficiency in process mapping, workflow analysis, and process optimization techniques (e.g., Lean Six Sigma)
Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of the organization
Project management experience, with a track record of successfully managing complex projects from initiation to completion
Change management expertise, including experience facilitating organizational change and driving the adoption of new processes and technologies
Highly motivated self-starter with a passion for driving continuous improvement and operational excellence
Proven experience improving profitability and reducing cost by optimizing operational capabilities
Proven track record of execution in a multi-disciplinary, high-paced environment
Ability to write and communicate clearly to internal stakeholders and vendors
Capable of grasping and utilizing complex ideas and strategies
Preferred
Master's degree or MBA
An understanding of the Galileo Business, Products, and Services is a plus
Vendor management experiences are a plus
Benefits
Comprehensive and competitive benefits
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
1001-5000 employees
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 CompanyTotal Funding
$12.25BKey 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
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
2026-01-20
The Motley Fool
2026-01-17
Business Wire
2026-01-16
Company data provided by crunchbase