Strategic Finance & Growth Analyst

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

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.