Product Strategic Finance at Plaid

Team: Finance

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. We support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory. As a Strategic Finance Associate, 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 to 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

4-6 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

Product Strategic Finance

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