Plaid

Financial Analyst, Corporate FP&A

Plaid • $110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of relevant FP&A experience, ideally in Corporate Finance or G&A support.
  • Proactive attitude with an 'act like an owner' mindset.
  • Strong background in FP&A activities like month-end close and forecasting.
  • Robust analytical skills and experience in financial modeling.
  • Effective communicator who builds relationships across departments.
  • Curiosity about AI and process improvements, knowledge of FP&A tools is a plus.

Responsibilities

  • Contribute to month-end close and financial reporting activities.
  • Analyze variances and support forecasting processes.
  • Collaborate with business partners to provide insights and recommendations.
  • Participate in annual planning and process improvement initiatives.
  • Develop and maintain financial models and dashboards.
  • Support the finance team by automating recurring tasks.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • 401(k) savings plan.
  • Opportunities for equity and commission based on position.
Full Job Description


What excites us:
  • 3+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role.
  • An "act like an owner" mindset: you take initiative, follow through on commitments, and ask for guidance when needed. You're eager to learn and take on more responsibility.
  • A solid foundation in core FP&A activities, including month-end close, reporting, variance analysis, and forecasting, with exposure to annual planning and a working knowledge of accounting principles.
  • Strong analytical skills and experience building or maintaining financial models. You care about accuracy and enjoy understanding the business drivers behind the numbers.
  • Clear communication and a collaborative approach, with the ability to explain findings, ask thoughtful questions, and build relationships with business partners.
  • Curiosity about AI, automation, and process improvements, with an interest in developing systems skills. Familiarity with Pigment, Adaptive, Anaplan, or similar FP&A tools is a plus.


What excites you:
  • You enjoy a fast-paced, high-growth environment where you can learn quickly and gain experience across multiple areas.
  • You're energized by stretching beyond your day-to-day responsibilities, being scrappy, and taking on new challenges that help you learn and grow.
  • You like improving how work gets done, whether that means simplifying a process, automating a recurring task, or making an analysis more useful.
  • You enjoy digging into the numbers, understanding business drivers, and turning your findings into clear insights that help inform decisions.
  • You value working closely with Finance, Accounting, and business teams, building relationships and learning from their perspectives.
  • You're excited to develop your systems skills in Pigment, our FP&A platform, and partner with our systems lead to build models, dashboards, and workflows.

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!

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.

About Plaid

Plaid is a financial services company based in New York City. The company builds a technology platform, which enables applications to connect with users' bank accounts. Plaid focuses on enabling consumers and businesses to interact with their bank accounts, check balances, and make payments through financial technology applications. The company was founded in 2013 by Zach Perret and William Hockey. In January 2020, Visa announced that it would acquire Plaid for $5.3 billion. The acquisition was completed in January 2021.
Learn more about Plaid
Size
600 employees
Industry
Founded
2011

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