Finance System Architect Manager
Job description
About the role
SoFi is seeking a Finance Technology Manager to lead high-impact initiatives that modernize finance processes, strengthen our systems architecture, and enable AI and automation capabilities across the Finance organization. This role sits within the Finance Transformation, BI & Systems team under the Controllership and serves as a key liaison between Finance, IT, and cross-functional stakeholders. The ideal candidate combines hands-on finance systems expertise with strong project leadership and the ability to translate business needs into scalable technology solutions. You will own the intersection of finance process transformation and systems architecture, designing and optimizing finance technology solutions while managing complex initiatives end-to-end with a focus on measurable, scalable outcomes. From close cycle acceleration and reconciliation automation to system integrations and AI tool adoption, this position requires a strategic thinker who can execute in a fast-paced, evolving financial services environment. You will partner deeply with technology and business teams to drive the future of finance at SoFi.
Key facts
What you'll do
- Design and help maintain the finance technology architecture and system ecosystem roadmap, ensuring alignment with business strategy and near-term operational needs.
- Partner closely with the Workday team to coordinate system enhancements, integrations, and ensure Workday aligns with broader finance technology strategy.
- Architect and document integrations and data flows between Workday and adjacent finance systems including reconciliation platforms, expense and procurement tools, BI platforms, and analytics solutions.
- Lead or support subledger identification, reconciliation design, and GL mapping initiatives, ensuring accurate and auditable transaction flow from source systems through to the general ledger.
- Evaluate and recommend financial technologies and tools to address gaps and drive innovation across the finance function.
- Lead process automation initiatives leveraging RPA, AI, and workflow tools to streamline finance operations.
- Identify system redundancies and optimization opportunities across the finance technology stack.
- Partner with Finance, Accounting, Procurement, Technology, and enterprise architecture teams to gather requirements, evaluate solutions, and maintain alignment with business goals and internal controls.
- Support month-end and quarter-end close processes through cross-system coordination and troubleshooting.
- Lead and deliver finance transformation initiatives with a focus on close cycle reduction, process automation, and scalable system design.
- Support the Finance AI Operating Model by contributing to discovery, build, and deployment of AI and automation use cases within the Finance function.
- Coordinate M&A integration workstreams impacting Finance systems, data, and processes as needed.
- Develop and maintain comprehensive documentation including system design specifications, integration requirements, process workflows, and architectural decision records.
Requirements
- Bachelor's degree in Finance, Accounting, Information Systems, or related field; CPA, MBA, or equivalent certification a plus.
- 8+ years of experience in finance systems, finance technology, or finance transformation roles, preferably in high-growth or technology-driven environments.
- Strong working knowledge of Workday Financials including chart of accounts structure, GL configuration, and integration capabilities a plus.
- Hands-on experience with finance systems and technology including general ledger, subledgers, and reconciliation tools.
- Demonstrated ability to manage multiple priorities and deliver results in a dynamic, fast-paced environment.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong written and verbal communication skills with the ability to influence at all levels of the organization.
- Experience with process mapping, requirements gathering, and solution design.
- Familiarity with automation and AI tools in a finance context is a plus.
- Understanding of internal controls, compliance, and regulatory considerations related to financial systems.
- Ability to work independently and as part of a cross-functional team.
Nice to have
- Experience with SoFi's technology stack and finance tools.
- Background in supporting M&A integrations from a systems and process perspective.
- Familiarity with data visualization and BI platforms such as Tableau or Power BI.
- Knowledge of robotic process automation (RPA) tools and their application in finance.
Practical notes
- This role is based in the United States and requires eligibility to work in the country without sponsorship for the position.
- The engagement is full-time, with standard working hours expected during business days.
- Travel is not required for this role.
- Visa sponsorship is not available for this position.
- Candidates must meet all eligibility requirements as outlined in the job description.