About the role- You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance.
- You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.
Responsibilities- Maintaining Plaid's financial models and developing analytical models used to guide the company's growth trajectory
- Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals
- Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs
- Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
- Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
- Preparing materials to internal and external stakeholders on company performance
- Leading special projects by business partnering with various stakeholders to improve financial health of the company
- Benchmarking Plaid's operational and financial metrics against peers
- Helping recruit a world-class Strategic Finance team at Plaid
Qualifications- 2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
- Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment
- Strong analytical, financial modeling, problem-solving and communication skills
- Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
- A penchant for impact and ownership
- Knowledge of SQL or strong desire to learn
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.
