Strategic Finance & Revenue Forecasting Leader

Plaid; San Francisco (CA); Vor Ort; USD 140.000 - 210.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial modeling

SQL / data fluency

FP&A / strategic finance

Communication / presentation

Cross-functional collaboration

Pigment / Tableau experience

Tools

Pigment

Tableau

Jobbeschreibung

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.