Senior Corporate Finance & Strategy Analyst

Plaid Inc; San Francisco (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefit plan

Equity or commission compensation

401(k) plan

Job summary

Plaid Inc in San Francisco is seeking a Senior Financial Analyst to join the Corporate Finance team. This role involves strategic financial planning, capital structure analysis, and partnering closely with leadership on financial decisions. The ideal candidate will have over 5 years of experience in financial planning or corporate finance, with advanced skills in financial modeling and excellent communication abilities.

The position offers additional compensation through equity and benefits including medical, dental, vision, and a 401(k). This is a unique opportunity to shape Plaid's financial trajectory.

Qualifications

• 5+ years of experience in financial planning & analysis or related fields.
• Strong command of consolidated financial statements and SaaS metrics.
• Proven ability to translate complex topics into clear recommendations.

Responsibilities

• Own components of Plaid's long range plan and model design.
• Partner on quarterly Board process and framework development.
• Drive external benchmarking against peer companies.

Skills

Financial planning & analysis

Financial modeling

Communication skills

Cross-functional partnership

AI and automation

Job description

Plaid Inc in San Francisco is seeking a Senior Financial Analyst to join the Corporate Finance team. This role involves strategic financial planning, capital structure analysis, and partnering closely with leadership on financial decisions. The ideal candidate will have over 5 years of experience in financial planning or corporate finance, with advanced skills in financial modeling and excellent communication abilities.

The position offers additional compensation through equity and benefits including medical, dental, vision, and a 401(k). This is a unique opportunity to shape Plaid's financial trajectory.