Senior Financial Analyst

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 12000 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 Financial Planning and Analysis team leads company-wide financial planning forecasting and reporting delivering strategic insights to internal and external stakeholders. We align financial goals with business objectives to support informed decision-making at the senior leadership and executive levels.

In this role you'll support FP&A processes such as month-end reporting recurring forecasts and preparation of financial reporting for senior leadership / Board. You'll also support the development of the annual budget and ongoing forecasting processes including variance analysis and trend identification. Our ideal candidate is highly analytical 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 as the company evolves.

• Build and refine KPI scorecards to communicate performance drivers inform growth strategies and support data-driven decision-making.

• Collaborate with cross-functional teams to enhance business processes and drive continuous improvement.

• Partner with Accounting to support governance and ensure effective application of policies and controls.

• Perform ad hoc analyses that influence long-term business planning and decision-making.

Qualifications

• 5+ years of relevant experience in financial planning and analysis with a track record of increasing levels of responsibility.

• Deep understanding of foundational FP&A processes such as month-end-close reporting variance analysis and general storytelling with proven ability to streamline and implement efficient workflows.

• Strong interpersonal skills with a proven ability to build trusted cross-team relationships and deliver actionable insights to support strategic decisions..

• Advanced financial modeling skills including experience with consolidation and operational models.

• Proactive self-starter with intellectual curiosity a can-do attitude and the ability to thrive in a high-autonomy environment.

• Attention to detail - ability to get into the details analyze and then step back and assess if the output makes sense.

• Solid understanding of technical accounting principles.

$110160 - $151200 a year

Target base salary for this role is between $110160 and $151200  per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan including medical dental vision and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position candidate's work experience and skillset and location. Pay and benefits are subject to change at any time consistent with the terms of any applicable compensation or benefit plans.

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].

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