Job Overview
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Job Description
About Plaid
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
About the Strategic Finance Team
Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization. The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic & financial goals and help inform, articulate, and shape Plaid’s growth trajectory.
Your Role
You will drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance. You will be responsible for FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.
Responsibilities
- Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
- Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth.
- Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting.
- Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
- Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
- Maintain and optimizing key GTM KPIs that are used for internal and external reporting.
- Prepare materials to internal and external stakeholders on company performance, including quarterly Board materials.
- Help recruit a world-class Strategic Finance team at Plaid.
Qualifications
- 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
- Strong analytical, financial modeling, problem-solving and communication skills.
- Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
- Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
- Solid understanding of technical accounting principles.
- A penchant for impact and ownership.
Key skills/competency
- Financial Planning & Analysis (FP&A)
- Strategic Finance
- Financial Modeling
- Forecasting
- Data Analysis
- Business Partnering
- Capital Allocation
- KPI Management
- Problem-Solving
- Communication Skills
How to Get Hired at Plaid
- Tailor your resume: Highlight 5+ years of experience in FP&A, corporate finance, or consulting, emphasizing analytical and modeling skills for this Strategic Finance Analyst role.
- Showcase strategic impact: In your application and interviews, provide examples of how you've driven growth, optimized capital allocation, or solved complex business challenges using financial insights.
- Demonstrate collaboration: Prepare to discuss how you partner with cross-functional teams like marketing, sales, and accounting to achieve financial goals.
- Express intellectual curiosity: Be ready to share how you stay proactive, learn new financial tools, and thrive in high-autonomy environments for the Strategic Finance Analyst position.
- Ask insightful questions: Prepare questions about Plaid's growth trajectory, financial strategy, and the Strategic Finance team's impact to show engagement.
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