SoFi · 15 hours ago
Data Analyst, Resource Planning & Capitalization
San Francisco, CA
Full-time
Onsite
Entry, Mid Level
$77K/yr - $144K/yr
2+ years expSoFi is a next-generation financial services company and national bank focused on changing personal finance. As a Data Analyst, you will support data, analytics, and reporting processes for headcount management and resource planning, ensuring the EPD organization is effectively staffed and aligned with strategic priorities.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Maintain and continuously improve the EPD roster, ensuring headcount data is accurate, timely, and reconciled across systems (HRIS, FP&A, Talent Acquisition)
Track hiring progress, backfills, team movements, and capacity impacts across all engineering and product teams
Build and manage resource reports and custom org models that provide the CTO and EPD leaders with real-time visibility into resource allocation, staffing gaps, and deployment of engineering resources
Support quarterly and annual headcount planning cycles with clean data and analysis
Drive the capitalization tracking process for Engineering, Product, and Design — including project classification, labor allocation, and data collection from team leaders
Ensure high data integrity for capitalization reporting in alignment with Finance and audit requirements
Partner with Finance and Accounting to understand and communicate the financial impact of engineering activities and staffing
Build, enhance, and maintain datasets and dashboards that provide visibility into headcount, project workloads, and financial implications
Develop automated reporting for leadership review, operating cadences, and planning cycles
Perform ad-hoc analysis to support organizational design, workforce planning, and engineering prioritization decisions
Ensure strong data governance and documentation across CTO Business Operations
Collaborate with EPD leaders, Business Operations, Finance, Accounting, People Partners, and Talent Acquisition to drive alignment on staffing, capacity, and financial planning
Consolidate and translate inputs from engineering teams into structured metrics, narratives, and recommendations
Support executive-level summaries and materials for CTO leadership
Qualification
Required
2–5+ years of experience in data analysis, business operations, FP&A, workforce planning, or a related field
Strong proficiency in Excel/Sheets, SQL, Workday, and data visualization tools (e.g., Looker, Tableau, PowerBI)
Strong analytical skills with the ability to turn complex datasets into actionable insights
Excellent verbal and written communication skills
High attention to detail, operational rigor, and commitment to data accuracy
Ability to work in fast-paced, ambiguous environments while managing multiple priorities
Bachelor's degree in Business, Finance, Economics, Data Analytics, Engineering, or a related field
Preferred
Experience working with engineering or technical teams is a plus
Experience with capitalization for software development or engineering time tracking
Experience with Snowflake and JIRA for integration of resource and project data to gain valuable insights
Familiarity with Agile development structures and engineering team workflows
Experience supporting operational or financial processes for technical organizations
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
2026-01-22
2026-01-20
The Motley Fool
2026-01-17
Company data provided by crunchbase