Job Overview
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Job Description
About SoFi
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: Treasury Operations Associate
SoFi is seeking a Treasury Associate to support and grow SoFi’s Treasury Operations and Reporting functions. Working closely with the Finance, Capital Markets, and Accounting teams, this member of SoFi’s Treasury team will help ensure efficient cash management, banking operations, and financial risk mitigation. This role plays a key part in maintaining liquidity, optimizing treasury processes, and ensuring compliance with internal policies and external regulations.
What You’ll Do:
- Monitor daily cash positions, execute wire transfers, and assist with forecasting cash flows.
- Support payment processing, investigate discrepancies, and ensure that funding levels are appropriate across accounts.
- Prepare treasury reports, analyze financial data, and support audits.
- Leverage treasury systems and ERP tools to generate insightful financial reports and maintain compliance standards.
- Ad hoc projects as SoFi implements new products
What You’ll Need:
- 3+ years of experience in treasury, cash management, or financial reporting at a bank, asset manager, or other financial services institution
- Bachelor’s degree in finance, accounting, or a related field(s)
- Strong proficiency in Excel (pivot tables, VLOOKUP, macros preferred) and other Microsoft/Google Doc applications
- Excellent communication and problem-solving skills with a "running after problems” mindset
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment
- Workday and Kyriba experience a plus
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!
Key skills/competency
- Treasury Operations
- Cash Management
- Financial Reporting
- Financial Analysis
- Excel Proficiency
- Risk Mitigation
- Liquidity Management
- Payment Processing
- SOX Compliance
- ERP Systems
How to Get Hired at SoFi
- Tailor your resume: Highlight treasury, cash management, or financial reporting experience. Emphasize Excel skills and analytical abilities.
- Showcase your problem-solving: Demonstrate a proactive "running after problems" mindset in your application and interviews.
- Quantify achievements: Use numbers to illustrate your impact on cash flow, reporting accuracy, or process efficiency.
- Research SoFi's culture: Understand their mission to help members achieve financial goals and their tech-driven approach.
- Prepare for technical questions: Be ready to discuss Excel functions (pivot tables, VLOOKUP, macros) and treasury systems.
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