Product Strategic Finance

Plaid; San Francisco (CA); On-site; USD 130,000 - 148,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Plaid is seeking a Strategic Finance professional to drive P&L forecasting, develop analytical frameworks, and provide data-driven insights to senior management. You will collaborate with cross-functional partners to support strategic decisions and growth initiatives.

The role requires 2–3 years in financial services or related fields, strong modeling skills, and a passion for innovation in financial technology. This is a high-impact role with visibility to the Executive team.

Qualifications

• 2–3 years of work experience in investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting.

Responsibilities

• Maintain financial models and develop analytical models to guide growth.
• Develop and maintain budgets with partners to drive capital allocation and profitability.
• Assess TAM, revenue opportunities, unit economics, and investment costs.
• Collaborate with leaders to provide analytical support and decision frameworks.
• Optimize KPIs and build dashboards to update the Executive team and improve transparency.
• Prepare materials on company performance for internal and external stakeholders.
• Lead special projects with stakeholders to improve financial health.
• Benchmark Plaid's metrics against peers.
• Help recruit a world-class Strategic Finance team.

Skills

Analytical

Financial modeling

Problem solving

Communication

Tools

SQL

Job description

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.

About The Team

• Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution.
• The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization
• The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory

About The Role

• 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

• 2-3 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

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 [e-mail].

Please review our Candidate Privacy Notice here.

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

• Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k).
• Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
• Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location.
• Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Compensation Range: $130K - $148K