Product Strategic Finance

About the Team

Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The 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 goals and help inform, articulate, and shape Plaid’s growth trajectory.

About the Role

You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.

Responsibilities

• Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory
• Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals
• Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs
• Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
• Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
• Preparing materials for internal and external stakeholders on company performance
• Leading special projects by business partnering with various stakeholders to improve financial health of the company
• Benchmarking Plaid’s operational and financial metrics against peers
• Helping recruit a world-class Strategic Finance team at Plaid

Qualifications

• 2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
• Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment
• Strong analytical, financial modeling, problem-solving and communication skills
• Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
• A penchant for impact and ownership
• Knowledge of SQL or strong desire to learn

Benefits

• Comprehensive benefit plan, including medical, dental, vision, and 401(k)
• Additional compensation in the form of equity and/or commission (dependent on the position offered)

Pay

$130,000.00 - $148,000.00 per year