Strategic Finance, GTM & Revenue

Plaid; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

Plaid is seeking a Strategic Finance professional to own core pieces of the top-line forecast and explain what drives the numbers using internal data and market factors.

You will partner with the GTM organization, build scalable models, and help raise the team's analytical rigor as Plaid continues to grow across its US and international footprint. This role blends finance, analytics, and strategic storytelling to shape planning and decision-making.

Qualifications

• 4–6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance, ideally at a high-growth tech company.
• Strong quantitative and analytical mindset with data fluency to work with large datasets (via SQL, AI tools, or both) and build/validate financial models.
• Strong financial modeling, communication, and presentation skills.

Responsibilities

• Own core pieces of Plaid's top-line revenue forecast, building and refining the models and processes that turn what's happening in the business into an accurate, forward-looking number.
• Explain what's driving the forecast: internal data and external market/macro factors, and push for automation and scalability.
• Partner day-to-day with our GTM organization, turning forecasting and analytics work into actionable insights for planning and decisions.
• Own recurring KPI and variance reporting cadences for key stakeholders (dashboards to Board materials), surfacing risks and opportunities early.
• Help recruit and grow a strong Strategic Finance team at Plaid.

Skills

Financial modeling

SQL / data fluency

FP&A / strategic finance

Communication / presentation

Cross-functional collaboration

Pigment / Tableau experience

Tools

Pigment

Tableau

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

About the role

You will own core pieces of Plaid's top-line revenue forecast and go beyond the number itself to understand what's actually driving it: internal data and external market factors that show how healthy and durable that growth is. You'll work day-to-day with our GTM organization, turning that analysis into insights they can act on. You are highly analytical and quantitative, comfortable building bottom-up from raw data as well as using Plaid's existing tools and dashboards to sanity-check the picture, and skilled at moving between complex modeling detail and the bigger picture it tells.

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 & financial goals and help inform, articulate, and shape Plaid's growth trajectory.

Responsibilities

• Own core pieces of Plaid's top-line revenue forecast, building and refining the models and processes that turn what's happening in the business into an accurate, forward-looking number.
• Go beyond the forecast itself to explain what's driving it: internal data and external market/macro factors that show how healthy and durable that growth is, while pushing the underlying process to be more automated and scalable over time.
• Partner day-to-day with our GTM organization, turning forecasting and analytics work into insights that shape their planning and decisions.
• Own recurring KPI and variance reporting cadences for key stakeholders (from day-to-day dashboards to quarterly Board materials), surfacing risks and opportunities early.
• Help recruit and grow a strong Strategic Finance team at Plaid.

Qualifications

• 4-6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance, ideally including time at a high-growth technology company.
• Strong quantitative and analytical mindset, with the data fluency to work directly with large datasets (via SQL, AI tools, or both) and the judgment to build and validate financial models and workflows using them.
• Strong financial modeling, communication, and presentation skills.
• Comfortable working through moderately complex, ambiguous problems, distilling them into structured frameworks and actionable insights, with good judgment about when to loop in a manager or teammate rather than push forward alone.
• Demonstrated ability to build trusted cross-functional relationships and drive alignment on financial targets.
• Proficiency with core financial and GTM systems; Pigment, Tableau, or similar FP&A/BI tool experience is a plus.

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. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). 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.