Senior Financial Analyst, Corporate Finance and Strategy

About the role

This is the strategic, externally-oriented arm of the Corporate Finance team. The Senior Financial Analyst will cover the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. They will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory.

What Excites Us

• 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure.
• Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models.
• Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking.
• Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board.
• Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.
• Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment.
• Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks.

What Excites You

• Own components of Plaid’s 3–5 year long range plan — model design, scenario analysis, and translation of company strategy into financial targets.
• Partner on end-to-end PMO of the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management.
• Build and operationalize SBC and equity modeling, incorporating HC growth, grant cadence, forfeitures, and refresh cycles — and tie SBC into the path to GAAP profitability, EBITDA, and margin analysis.
• Drive consolidated cash flow forecasting and contingency / management reserve strategy, and run total company forecast reviews against company targets.
• Perform ad hoc analyses that influence long-term business planning and decision-making.