Financial Analyst, Corporate FP&A

Plaid
San Francisco
Workplace: HybridFull timeUSD 159,000 - 172,000 annuallyFunction: Finance & AccountingSkills: ["Analytical skills","Communication","Collaboration","Accuracy","Process improvement","Systems thinking"]

Drive corporate FP&A by supporting financial planning, forecasting, reporting, and month-end close. Build and maintain financial models, perform variance analysis, and translate business drivers into clear insights for senior leadership. Partner closely with Finance, Accounting, and business teams to improve reporting and planning processes, including exploring AI, automation, and efficiencies. Develop systems skills in Pigment by building models, dashboards, and workflows with the systems lead.

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Plaid
Plaid
14 hours ago

Financial Analyst, Corporate FP&A

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Drive corporate FP&A by supporting financial planning, forecasting, reporting, and month-end close. Build and maintain financial models, perform variance analysis, and translate business drivers into clear insights for senior leadership. Partner closely with Finance, Accounting, and business teams to improve reporting and planning processes, including exploring AI, automation, and efficiencies. Develop systems skills in Pigment by building models, dashboards, and workflows with the systems lead.
Location: San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Support corporate financial planning, forecasting, and reporting for internal and external stakeholders.
  • •Run month-end close activities and produce reporting and variance analysis to track business performance.
  • •Build and maintain financial models, connecting results to underlying business drivers.
  • •Contribute to annual planning efforts with working knowledge of accounting principles.
  • •Improve FP&A processes through automation, analytics usability improvements, and AI/process improvement initiatives.

Pay and Benefits

Salary: USD 159,000 - 172,000 annually
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •3+ years of relevant FP&A experience, ideally in Corporate Finance or G&A support.
  • •Act like an owner: take initiative, follow through, and ask for guidance when needed.
  • •Strong FP&A foundation including month-end close, reporting, variance analysis, and forecasting; exposure to annual planning and accounting principles.
  • •Experience building or maintaining financial models with a focus on accuracy and understanding business drivers.
  • •Clear, collaborative communication with the ability to explain findings and build relationships with business partners.
Skills:Analytical skillsCommunicationCollaborationAccuracyProcess improvementSystems thinking
Tech Stack:PigmentAdaptiveAnaplan

Company Brief

Plaid
Provides APIs that enable applications to connect with users’ bank accounts, verify financial data, and power payment and account verification workflows for fintechs and financial services companies.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: San Francisco, United States
Founded: 2013
WebsiteLinkedIn