Finance Manager, Corporate FP&A

At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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. #LI-Remote

Plaid’s Corporate FP&A team plays a critical role in shaping our long-term business strategy and execution through management of our financial responsibilities and goals. The team ensures financial stewardship, which includes budget oversight, target tracking, actionable analysis and data-driven insights. The FP&A team’s purpose is to support Plaid in achieving its short-term and long-term financial goals as well as to help inform, articulate, and shape Plaid’s growth trajectory.

In this role you will manage Plaid’s consolidated financial model, including designing analytical and financial frameworks to optimize decision-making and enforce accountability. You will provide our management team, Board, and employees with insights about our performance and how we are tracking towards our company goals. In addition, you will be highly analytical and strategic, and navigate seamlessly between complex details and the big picture.

Responsibilities

• Own critical FP&A processes, including: annual planning, recurring outlook updates, and company-wide financial reporting for our leadership team and Board members
• Work with senior leaders as a strategic partner to solve our most pressing business challenges, answer our most urgent financial questions, and manage the investments that fuel continued growth of our business
• Anticipate the future needs of our FP&A team as Plaid grows in scale and complexity. Proactively implement and oversee the systems, processes and infrastructure necessary to ensure timely and accurate financial reporting and forecasting
• Distill our business and cost drivers into KPI scorecards that underpin how we communicate financial performance, plan for growth, and predict the future
• Act as the go-to partner for Business Partners and work collaboratively with these groups to drive continuous improvement of our business processes
• In partnership with Accounting, develop and implement policies and controls needed to ensure proper governance
• Contribute to strategic initiatives as needed

Qualifications

• 8+ years of relevant experience with increasing levels of responsibility
• Knowledge of FP&A best practices and experience in efficient process implementation
• A penchant for nurturing trusted cross-functional relationships, influencing decisions at the highest levels, and driving alignment on financial targets
• Experience managing FP&A workstreams and multiple cross-functional timelines
• Expert modeling skills, including buildout of full-company consolidation and operating models
• Understanding of SaaS/Technology business models and metrics; ability to evaluate opportunities and risks in financials
• In-depth knowledge of US GAAP reporting standards and working knowledge of technical accounting best practices

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.