Lead GTM-focused FP&A: month-end reporting, forecasting, variance analysis, board materials, KPI maintenance, and cross-functional partnership with marketing, revenue operations, sales, and accounting to inform capital allocation and sales capacity planning.
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.
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.
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.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected].
Please review our Candidate Privacy Notice here.
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