Strategic Revenue Forecasting & GTM Insights

Plaid Inc.; San Francisco (CA); Presencial; USD 140 000 - 210 000; Tempo integral

Resumo da oferta

Plaid Inc. is seeking a data-driven Strategic Finance professional to own core revenue forecasts and translate insights into actionable business decisions. You will work closely with our GTM organization, turning analytics into strategic guidance and scalable processes.

You will be central to forecasting, reporting, and partnering across the company to drive growth. The role demands strong financial modeling, data fluency, and the ability to distill complex problems into structured frameworks,

Qualificações

• 4-6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance.
• Strong quantitative and analytical mindset with data fluency to work with large datasets.
• Proficiency in financial modeling, communication, and presentation of insights.

Responsabilidades

• Own core pieces of Plaid's top-line revenue forecast and refine models.
• Explain drivers of forecast using internal data and market factors.
• Collaborate with GTM organization to translate analysis into actionable insights.
• Manage recurring KPI and variance reporting cadences for stakeholders.
• Help recruit and grow Plaid's Strategic Finance team.

Conhecimentos

SQL

Tableau

Financial modeling

Data analysis

Cross-functional collaboration

Ferramentas

Pigment

AI tools

Descrição da oferta de emprego

Plaid Inc. is seeking a data-driven Strategic Finance professional to own core revenue forecasts and translate insights into actionable business decisions. You will work closely with our GTM organization, turning analytics into strategic guidance and scalable processes.

You will be central to forecasting, reporting, and partnering across the company to drive growth. The role demands strong financial modeling, data fluency, and the ability to distill complex problems into structured frameworks,