Product & Engineering: Strategic Finance Lead

Plaid; New York (NY); On-site; USD 190,000 - 265,000; Full time

Job summary

Plaid is seeking a Strategic Finance Lead to partner with Engineering and Product leadership in New York. This role owns product-level revenue and gross margin forecasting and builds analytical frameworks guiding capital deployment across product areas.

You will lead finance partnerships for critical product domains, directing headcount planning, capacity forecasting, and OpEx discipline, while delivering KPI insights and executive-ready narratives.

Qualifications

• 8+ years of FP&A, strategic finance, or related roles, incl. product/engineering exposure.
• Strong command of product P&L mechanics and capacity planning.
• Proven ability to distill complex analyses into concise narratives for executives.

Responsibilities

• Own product-level revenue and gross margin forecasting.
• Partner on headcount planning, roadmap-based capacity forecasting, and OpEx discipline.
• Own recurring KPI reporting, variance analysis, and risk/opportunity identification.
• Serve as primary finance partner to Product and Engineering leaders; coordinate with GTM Finance.
• Prepare analytic inputs for Board decks and strategic reviews.
• Mentor junior team members in modeling and stakeholder management.

Skills

FP&A

Strategic finance

Management consulting

Investment banking

Private equity

Product P&L mechanics

Executive communication

Mentoring

Education

Bachelor’s degree in finance or related field

Tools

Excel

SQL

Job description

Plaid is seeking a Strategic Finance Lead to partner with Engineering and Product leadership in New York. This role owns product-level revenue and gross margin forecasting and builds analytical frameworks guiding capital deployment across product areas.

You will lead finance partnerships for critical product domains, directing headcount planning, capacity forecasting, and OpEx discipline, while delivering KPI insights and executive-ready narratives.