Treasury Manager - Capital Management

SoFi SoFi · Fintech · New York, NY · Treasury

This role is for a Treasury Manager at SoFi, focusing on developing and executing a Capital Stress Testing framework. It involves integrating forecasting, stress testing, and scenario analysis, partnering with various departments, and preparing reports for senior management. The ideal candidate has experience in Capital Management, Treasury, or Financial Risk Management within a bank or fintech, with a deep understanding of regulatory capital frameworks and financial modeling.

What you'd actually do

  1. Design and build a multi-year capital stress testing framework (e.g., CCAR/DFAST-style) to evaluate the firm's capital adequacy under adverse economic scenarios
  2. Drive the end-to-end capital planning and stress testing lifecycle, integrating baseline forecasting, stress testing and scenario analysis
  3. Partner cross-functionally with risk, strategic finance, and business units to drive capital planning and stress testing results, including the integration of new products
  4. Develop methodologies for translating macroeconomic scenarios into financial impacts on the balance sheet and P&L
  5. Execute strategic projects related to capital management, including evaluating capital actions and supporting potential capital markets activity or debt issuances
  6. Prepare high-visibility reporting and materials for senior management and the Board of Directors

Skills

Required

  • 5+ years of related experience, ideally in Capital Management, Treasury, or Financial Risk Management within a bank or fintech
  • Deep understanding of regulatory capital frameworks and balance sheet dynamics
  • Experience building and owning complex financial models from scratch
  • Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides
  • Proven ability to prepare and present complex quantitative information to senior decision-makers
  • Collaborative working style and demonstrated ability to build strong cross-functional relationships
  • Bachelor's degree in Economics, Finance, Mathematics, or a related quantitative field

Nice to have

  • Experience with Empyrean ALM is a plus
  • CFA or FRM preferred

What the JD emphasized

  • independently drive complex projects forward
  • strong problem-solving skills
  • building and owning complex financial models from scratch
  • prepare and present complex quantitative information to senior decision-makers