Plaid

1 day ago

Product Strategic Finance

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 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

Website LinkedIn

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Plaid

1 day ago

Product Strategic Finance

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

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

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

Website LinkedIn