Product Strategic Finance

Plaid

🔍 Observed

$139K - $187K USD

New York First seen 3 weeks ago Last seen 4 hours, 52 minutes ago Lever

Apply on Lever Search Google for This Role

ATS links often expire — Google search finds the latest posting

Job Description

AI Summary

• Develop and maintain financial models, P&L forecasts, and analytical frameworks to guide Plaid's growth strategy and support executive decision-making across the organization • Manage department budgets, evaluate investment opportunities through unit economics analysis, and optimize financial KPIs to drive profitability and capital allocation goals • Requires 4-6 years of experience in investment banking, private equity, venture capital, strategic finance, or consulting with strong financial modeling and SQL skills • Collaborate cross-functionally with business leaders to provide financial insights, create dashboards for transparency, and lead special projects to improve company financial health • Join a fast-growing fintech company powering millions of users across 12,000 financial institutions, with opportunity to help build a world-class strategic finance team

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

Quick Actions

Apply Externally Search Google Back to Jobs

Job Information

Company:
Plaid
Location:
New York
Job Type:
Full-Time
Experience Level:
Mid
Source:
Lever
Status:
Active

Activity Score

65 /100

Likely Active (65)

Higher scores indicate more likely active hiring based on listing freshness, company activity, and other signals. Learn more →