Strategic Finance (GTM & Revenue)

Plaid; United States; On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Catered meals

Health benefits

Fertility support

Parental leave

Job summary

Plaid is seeking a strategic finance professional to own components of the top-line revenue forecast and to translate data into forward-looking insights for the GTM organization. You will build and refine models, analyze drivers, and scale forecasting processes across the company.

You will partner with cross-functional teams, maintain KPI reporting cadences, and contribute to recruiting and growing the Strategic Finance team. This role is based in the United States.

Qualifications

• Strong financial modeling and analytical skills.
• Data fluency with SQL and BI tools.
• Experience in FP&A/strategic finance or related roles.
• Ability to build trusted cross-functional relationships.
• Excellent communication and presenting skills.

Responsibilities

• Own core pieces of Plaid’s top-line revenue forecast and related models.
• Turn forecasting analytics into actionable insights for the GTM team.
• Maintain recurring KPI and variance reporting for stakeholders including Board materials.
• Explain drivers of forecast with internal data and external market factors.
• Help recruit and grow the Strategic Finance team.

Skills

Financial modeling

Analytical mindset

Data fluency

SQL

Tableau

FP&A

Cross-functional

Communication

Presentation skills

Tools

Pigment

Tableau

Job description

• 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
• 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
• 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

Benefits

• Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
• Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
• Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft

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 tellsStrong financial modeling, communication, and presentation skillsComfortable 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 aloneProficiency with core financial and GTM systems; Pigment, Tableau, or similar FP&A/BI tool experience is a plusStrong 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 them3-6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance, ideally including time at a high-growth technology companyDemonstrated ability to build trusted cross-functional relationships and drive alignment on financial targets