Financial technology
10 SoFi finance leaders
These ten current and former SoFi finance leaders include SoFi's CFO, its chief accounting officer, a former CAO and the corporate treasurer, along with vice presidents and directors in accounting, FP&A, strategic finance and treasury. Readers can learn how SoFi handles planning, controllership, bank treasury and liquidity, and finance for its lending business.
Professionals to explore
01—10Alex Garay
LinkedInExperience: VP, FP&A · SoFi
Former VP, FP&A at SoFi (2023–2024); the profile says the role was responsible for corporate-level forecasts across three business units. Former Senior Vice President, Financial Planning & Analysis (2023), Vice President, Financial Planning & Analysis (2021–2023) and Director, Financial Planning & Analysis (2018–2021) at Octane®.
Bruce Fuller
LinkedInExperience: Senior Director, Strategic Finance · SoFi
Senior Director, Strategic Finance at SoFi since June 2023; the profile says the role leads the finance function supporting SoFi's Consumer Lending organization. Former Managing Director, Home Loans Capital Markets at Union Bank (2020–2023) and former CFO, Consumer Lending Division at Bank of the West (2008–2020).
Chris Lapointe
LinkedInExperience: Chief Financial Officer · SoFi
Chief Financial Officer at SoFi since April 2020, a role the profile lists at the C-Level in the Finance & Accounting department. Former Vice President, Head of Business Operations at SoFi (2018–2020), former Director, Head of Corporate FP&A at Uber (2015–2018) and former Vice President - TMT Investment Banking at Goldman Sachs (2012–2015).
James Giuliani
LinkedInExperience: Chief Accounting Officer (CAO) · SoFi
Former Chief Accounting Officer (CAO) at SoFi (2019–2022), a role the profile places in San Francisco. Chief Financial Officer at Snap Finance since December 2024, and former Chief Financial Officer at Future Family (2022–2024). The profile also lists a former Chief Accounting Officer role at GreenSky® (2014–2019).
Justin Yurchak
LinkedInExperience: Corporate Treasurer · SoFi
Corporate Treasurer at SoFi since April 2026. Former SoFi Bank - Treasurer (2025–2026) and former Senior Director, Treasury ALM and Hedging (2022–2026) at SoFi. The profile lists SoFi treasury work across interest rate and portfolio hedging, liquidity and funding, capital stress testing, ALM and deposit modeling, and crypto and stablecoin. Former Executive Director - Risk Management at Morgan Stanley (2015–2022).
Mike Bogdanovich
LinkedInExperience: Director, Accounting, Lending · SoFi
Director, Accounting, Lending at SoFi since March 2025; the profile says the role contributes to managing the financial accounting of SoFi's lending businesses. Former Assistant Controller (2021–2025) and Accounting Manager (2017–2021) at SoFi, and the profile also lists Senior Accountant (2017) and Accountant (2016–2017) roles at SoFi.
Morey Carlson, MBA, CPA
LinkedInExperience: Chief Accounting Officer · SoFi
Chief Accounting Officer at SoFi since August 2022; the profile says the role leads SoFi's global Controllership organization. Former Chief Accountant and Controller at Mosaic (joinmosaic.com) (2021–2022), former Controllership role at American Express (2010–2021) and former Bank Controllership role at Goldman Sachs (2009–2010).
Peter Caruso
LinkedInExperience: Senior Director, Corporate Finance · SoFi
Senior Director, Corporate Finance at SoFi since August 2025 and Senior Director, Bank FP&A at SoFi since 2021, both listed with no end date. Former Senior Director, Treasury at SoFi (2024–2025), former Head of FP&A at Amalgamated Bank (2019–2021) and former Executive Director - Head of Chase Treasury ALM Strategy at JPMorganChase (2017–2019).
Thongsouk Keola
LinkedInExperience: Senior Director, Treasury Operations · SoFi
Senior Director, Treasury Operations at SoFi since March 2026. Former Director, Treasury Operations (2019–2026), Manager, Financial Operations (2016–2019) and Manager, Accounting (2014–2016) at SoFi, with the profile also listing a Senior Accountant role at SoFi (2013–2014).
Tom Larsen
LinkedInExperience: VP, Accounting · SoFi
Former VP, Accounting at SoFi (2019–2025) and former Controller at SoFi (2017–2019). The profile describes scaling global accounting operations for complex, regulated entities and leading SoFi through its 2021 SPAC. Former Controller, US at Purch (2016–2017) and former Accounting Manager at PwC (2008–2015).
Choose the right perspective
Match the person's function to your question: accounting and controllership leaders suit questions about reporting, controls and regulatory filings, while treasury, FP&A and strategic finance leaders suit questions about funding, liquidity, forecasting and lending economics. Check whether the SoFi role is current or past before asking about recent practices.
Questions to take into the conversation
- 01How does owning a bank charter change liquidity, funding and capital planning for a fintech lender?
- 02What does a controllership team need to support quarterly public reporting across several business segments?
- 03How should FP&A forecast loan originations and credit costs when interest rates move quickly?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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