PO Coordinator at SoFi

PO Coordinator

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 fintech company 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

We’re seeking an Operations Analyst to support SoFi’s Marketing team. You will be a trusted partner for the team making sure the business side of Marketing org runs efficiently. Your focus will be on areas such as administrative projects, data collection and analysis and driving efficient processes.

This role would partner closely with many teams within SoFi. The ideal candidate should be able to work cross-functionally to solve challenges with uncertain inputs and outputs.A typical week will likely be split in two main buckets: 1) support of regular weekly / monthly / quarterly spend tracking and reporting and 2) special projects which require strategy, analysis, problem-solving, cross-functional project management, and more.

This role reports to the Business Operations Sr Associate for Marketing

What You’ll Do
• Partner with Marketing stakeholders in the weekly / monthly / quarterly creation, receiving, tracking and closing of Purchase Orders (POs)
• Own invoicing process (collection, payment etc)
• Lead weekly coordination across teams to input and update budget latest calls in our internal tools and/or consolidated spreadsheets
• Support Finance and Accounting on budget management and spend reporting
• Support BizOps counterparts in other business units and functions on production and delivery of company-wide standardized processes such as quarterly planning and board deck preparation
• Collaborate with different functions (Marketing, Procurement and Finance) to streamline as well as improve current ways of working

What You’ll Need
• BA/BS degree with 1-2 years of experience
• A passion for our mission of helping people achieve their financial goals
• Strong analytical abilities (SoFi is a data-driven company) and proficiency with Excel/Google Sheets, Powerpoint/Google Slides
• Effective communication and ability to work cross-functionally
• Ability to work independently and a strong sense of ownership (Methodical, self-starter, hands-on, willingness to get into the details)
• Organized and comfortable working in a high growth, constantly changing environment
• Positive attitude, eagerness to learn new skills, tools and process
• Nice to have: Basic knowledge of user interface of various Marketing platforms (Google Ads, Facebook, Tik Tok, etc) to be able to pull invoices and check payment status within the platform

Example Projects
• Creating and managing POs for different Marketing channels
• Support month-end reconciliation of POs, Invoices and Accounting accruals
• Weekly update our budgeting tool with the latest calls and budget changes
• Track and report Marketing’s weekly metrics (Unaided and Aided awareness)
• Create and manage quarterly trackers for forecasting and spend management
• Work with Procurement and others on improving vendor onboarding

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