GTM Strategic Finance

Plaid
New York, San Francisco
Workplace: HybridFull timeUSD 162,000 - 202,000 annuallyFunction: Finance & AccountingExperience: 6-8 yearsSkills: ["Analytical skills","Financial modeling","Problem-solving","Communication","Cross-functional collaboration"]

Drive FP&A and GTM strategy by owning forecasting, month-end reporting, variance analysis, and financial reporting for senior leadership and the Board. Build scalable financial frameworks, systems, and tools to improve decision-making. Partner cross-functionally with marketing, Revenue Operations, sales leadership, and accounting to optimize capital allocation, sales capacity planning, commissions forecasting, and GTM KPI reporting.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Plaid
Plaid
1 month ago

GTM Strategic Finance

âś“ Verified Job

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

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

Job Summary

Drive FP&A and GTM strategy by owning forecasting, month-end reporting, variance analysis, and financial reporting for senior leadership and the Board. Build scalable financial frameworks, systems, and tools to improve decision-making. Partner cross-functionally with marketing, Revenue Operations, sales leadership, and accounting to optimize capital allocation, sales capacity planning, commissions forecasting, and GTM KPI reporting.
Location: New York, San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Support FP&A processes including month-end reporting, recurring forecasts, and financial reporting for senior leadership and Board presentations.
  • •Provide actionable financial insights as a strategic partner to senior leaders, including evaluating investments to support growth.
  • •Develop systems, processes, and tools to enable accurate, scalable, and timely financial reporting and forecasting.
  • •Partner with marketing leadership to optimize capital allocation across marketing funnels.
  • •Work with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning, commissions forecasting, and GTM KPI maintenance and reporting.

Pay and Benefits

Salary: USD 162,000 - 202,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •6-8+ years of experience across financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
  • •Strong analytical and financial modeling skills, with problem-solving and communication ability.
  • •Proactive self-starter who can thrive in a high-autonomy environment.
  • •Experience collaborating cross-functionally and distilling complex issues into structured frameworks and action plans.
  • •Solid understanding of technical accounting principles.
Experience:6-8 yearsFintechFinancial services
Skills:Analytical skillsFinancial modelingProblem-solvingCommunicationCross-functional collaboration

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