Employee Applicant Privacy Notice

Who we are:

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:

So Fi is seeking a Treasury Associate to support and grow So Fi’s Treasury Operations and Reporting functions. Working closely with the Finance, Capital Markets, and Accounting teams, this member of So Fi’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 So Fi 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 So Fi page!
So Fi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.