10 SoFi finance leaders
Who plans funding, liquidity and reporting for a fintech that owns a bank? Among these SoFi finance leaders it is the CFO, the Chief Accounting Officer and the Corporate Treasurer, working with people whose roles cover bank FP&A, treasury operations, consumer lending finance and lending accounting, plus three who have moved on, including the CAO from 2019 to 2022.
Professionals to explore
Alex Garay
LinkedInExperience: Former VP, FP&A · SoFi
Corporate-level forecasts across three business units were Alex Garay's responsibility as VP, FP&A at SoFi (2023–2024). Before SoFi came Senior Vice President (2023), Vice President (2021–2023) and Director (2018–2021) of Financial Planning & Analysis at Octane®; since 2025 Alex has worked as a self-employed Consultant, so FP&A model questions are the fit.
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Bruce Fuller
LinkedInExperience: Senior Director, Strategic Finance · SoFi
Bruce Fuller leads the finance function supporting SoFi's Consumer Lending organization as Senior Director, Strategic Finance since June 2023. Managing Director, Home Loans Capital Markets at Union Bank (2020–2023), CFO, Consumer Lending Division at Bank of the West (2008–2020) and Senior Vice President, Financial Planning and Analysis at World Savings (1989–2007) make consumer lending finance the core topic.
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Chris Lapointe
LinkedInExperience: Chief Financial Officer · SoFi
Chris Lapointe has been Chief Financial Officer at SoFi since April 2020, after Vice President, Head of Business Operations there (2018–2020). Director, Head of Corporate FP&A at Uber (2015–2018) and Vice President - TMT Investment Banking at Goldman Sachs (2012–2015) fill out a record that suits questions on running finance at a fast-growing fintech.
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James Giuliani
LinkedInExperience: Former Chief Accounting Officer (CAO) · SoFi
James Giuliani was Chief Accounting Officer (CAO) at SoFi (2019–2022) and is now Chief Financial Officer at Snap Finance (since December 2024). Chief Financial Officer at Future Family (2022–2024) and Chief Accounting Officer at GreenSky® (2014–2019) add a second Chief Accounting Officer seat and a later CFO role, useful for questions on moving from the CAO chair to the CFO chair.
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Justin Yurchak
LinkedInExperience: Former Corporate Treasurer · SoFi
Justin Yurchak became SoFi's Corporate Treasurer in April 2026 after SoFi Bank - Treasurer (2025–2026) and Senior Director, Treasury ALM and Hedging (2022–2026). The treasury work listed covers interest rate and portfolio hedging, liquidity and funding, capital stress testing, ALM and deposit modeling, and Executive Director - Risk Management at Morgan Stanley (2015–2022) adds a market risk view.
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Mike Bogdanovich
LinkedInExperience: Director, Accounting, Lending · SoFi
Mike Bogdanovich manages financial accounting for SoFi's lending businesses as Director, Accounting, Lending since March 2025. Assistant Controller (2021–2025), Accounting Manager (2017–2021), Senior Accountant (2017) and Accountant (2016–2017) are also at SoFi, which makes loan accounting and close questions the fit.
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Morey Carlson, MBA, CPA
LinkedInExperience: Chief Accounting Officer · SoFi
Leading SoFi's global Controllership organization as Chief Accounting Officer since August 2022, Morey Carlson brings Chief Accountant and Controller at Mosaic (2021–2022), Controllership at American Express (2010–2021), Bank Controllership at Goldman Sachs (2009–2010) and Assurance and Business Advisory at EY (2006–2009). Bank controllership is the clearest fit.
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Peter Caruso
LinkedInExperience: Senior Director, Corporate Finance · SoFi
Two current SoFi titles belong to Peter Caruso: Senior Director, Corporate Finance since August 2025 and Senior Director, Bank FP&A since September 2021, with Senior Director, Treasury (2024–2025) in between. Head of FP&A at Amalgamated Bank (2019–2021) and Executive Director - Head of Chase Treasury ALM Strategy at JPMorganChase (2017–2019) point to bank planning and ALM questions.
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Thongsouk Keola
LinkedInExperience: Senior Director, Treasury Operations · SoFi
Thongsouk Keola's titles at SoFi include Senior Director, Treasury Operations since March 2026, Director, Treasury Operations (2019–2026), Manager, Financial Operations (2016–2019), Manager, Accounting (2014–2016) and Senior Accountant (2013–2014). That long run at one company, most recently in treasury operations, suits questions on how treasury operations grow alongside a fintech.
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Tom Larsen
LinkedInExperience: Former VP, Accounting · SoFi
Former VP, Accounting at SoFi (2019–2025) and Controller there (2017–2019), Tom Larsen describes leading SoFi through its 2021 SPAC and public market transition and specializing in accounting operations and ERP transformation. Controller, US at Purch (2016–2017) and Accounting Manager at PwC (2008–2015) complete a record suited to going-public and ERP questions.
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Choose the right perspective
Bank balance sheet questions on liquidity, funding, hedging and deposits belong with Justin Yurchak or Peter Caruso, whose titles include SoFi Bank treasurer and bank FP&A roles. Accounting and controllership go to Morey Carlson for today, or to former CAO James Giuliani and former VP, Accounting Tom Larsen for how it was built; Bruce Fuller and Mike Bogdanovich cover finance and accounting for lending, and Chris Lapointe gives the CFO view across the business.
Questions to take into the conversation
- 01How do you balance deposit funding against other funding sources when a fintech's lending runs through its own bank?
- 02What has to change in the monthly close and controls when a fintech adds a chartered bank to its group?
- 03How do you build a forecast that plans the bank and the non-bank businesses separately but reports one company number?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.