Strategic Revenue Forecasting & GTM Analytics (Equity)

Plaid; Seattle (WA); In loco; USD 130.000 - 172.000; Tempo pieno

Vantaggi offerti da questo lavoro

Equity

Comprehensive benefits

401(k)

Descrizione del lavoro

Plaid's Strategic Finance team owns core pieces of our top-line revenue forecast and explains what drives growth using internal data and external market factors. You’ll work day-to-day with our GTM organization, turning forecasting and analytics into insights they can act on.

This role requires 3–6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance, plus strong financial modeling, data fluency (SQL or AI tools), and the ability to lead

Competenze

• 3-6 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.

Mansioni

• 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.

Conoscenze

Investment banking

Private equity

Management consulting

FP&A/Strategic finance

Financial modeling

Data analysis

SQL

AI tools

Communication

Presentation

Cross-functional collaboration

Strumenti

Pigment

Tableau

Descrizione del lavoro

Plaid's Strategic Finance team owns core pieces of our top-line revenue forecast and explains what drives growth using internal data and external market factors. You’ll work day-to-day with our GTM organization, turning forecasting and analytics into insights they can act on.

This role requires 3–6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance, plus strong financial modeling, data fluency (SQL or AI tools), and the ability to lead