Product Strategic Finance

Plaid
New York, San Francisco
Workplace: HybridFull timeUSD 130,000 - 148,000 annuallyFunction: Finance & AccountingExperience: 2-3 yearsSkills: ["Analytical thinking","Problem-solving","Communication","Ownership","Cross-functional collaboration"]

Drive strategic finance initiatives, including P&L forecasting, building and maintaining financial and analytical models, and designing frameworks that improve decision-making. Partner with business leaders to develop budgets, evaluate growth and investment opportunities, and optimize financial KPIs. Create dashboards and performance materials for internal and external stakeholders, benchmark metrics against peers, and help recruit a world-class Strategic Finance team.

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Plaid
Plaid
1 month ago

Product Strategic Finance

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Drive strategic finance initiatives, including P&L forecasting, building and maintaining financial and analytical models, and designing frameworks that improve decision-making. Partner with business leaders to develop budgets, evaluate growth and investment opportunities, and optimize financial KPIs. Create dashboards and performance materials for internal and external stakeholders, benchmark metrics against peers, and help recruit a world-class Strategic Finance team.
Location: New York, San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Maintain financial and analytical models used to guide the company's growth trajectory.
  • •Develop and maintain department budgets to support capital allocation and profitability goals.
  • •Evaluate growth and investment opportunities using metrics such as TAM, revenue opportunities, unit economics, and investment costs.
  • •Optimize financial KPIs and build metrics dashboards to update the executive team.
  • •Prepare performance materials for internal and external stakeholders and lead special projects to improve the company’s financial health.

Pay and Benefits

Salary: USD 130,000 - 148,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting.
  • •Strong analytical, financial modeling, problem-solving, and communication skills.
  • •Knowledge of SQL or a strong desire to learn.
  • •Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
  • •Passion for financial services innovation and ability to thrive in a fast-paced, high-growth environment.
Experience:2-3 yearsFinancial servicesInvestment bankingPrivate equityVenture capitalStrategic finance
Skills:Analytical thinkingProblem-solvingCommunicationOwnershipCross-functional collaboration
Tech Stack:SQL

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