GTM Strategic Finance & FP&A Lead

Plaid Inc; New York (NY); On-site; USD 125,000 - 175,000; Full time

Job summary

Plaid Inc in New York is seeking an analytical Senior FP&A professional to drive forecasting, build financial frameworks, and provide leaders with performance insights. You will lead month-end close, variance analysis, and board-ready reporting while shaping planning processes to support growth.

The role requires 6-8+ years in finance, strong modeling and communication skills, and a proactive, high-autonomy mindset.

Qualifications

• 6-8+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
• Strong analytical, financial modeling, problem-solving and communication skills.
• Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
• Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
• Solid understanding of technical accounting principles.
• A penchant for impact and ownership

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.
• Working cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
• Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
• Maintaining and optimizing key GTM KPIs that are used for internal and external reporting.
• Preparing materials to internal and external stakeholders on company performance, including quarterly Board materials.
• Helping recruit a world-class Strategic Finance team at Plaid.

Skills

FP&A

Forecasting

Financial modeling

Communication

Cross-functional collaboration

Accounting principles

Strategic thinking

Job description

Plaid Inc in New York is seeking an analytical Senior FP&A professional to drive forecasting, build financial frameworks, and provide leaders with performance insights. You will lead month-end close, variance analysis, and board-ready reporting while shaping planning processes to support growth.

The role requires 6-8+ years in finance, strong modeling and communication skills, and a proactive, high-autonomy mindset.