Plaid

1 month ago

Senior Financial Analyst

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Own key FP&A responsibilities for the Corporate Finance team, supporting company-wide financial planning, forecasting, and reporting. Drive month-end close, variance analysis, annual planning, and financial storytelling to deliver strategic insights to senior leadership and executives. Build advanced financial models (including consolidation and operational models), partner cross-functionally with Finance and Accounting, and improve scalable workflows using FP&A systems like Pigment, Adaptive, and Anaplan.

Location: San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Support company-wide financial planning, forecasting, and reporting for Corporate Finance.
•Lead month-end close activities and produce reporting with variance analysis.
•Develop and maintain advanced financial models, including consolidation and operational models.
•Provide financial storytelling and technical accounting-informed insights to senior leadership and executives.
•Improve FP&A workflows through automation and scalable processes using FP&A systems such as Pigment, Adaptive, and Anaplan.

Pay and Benefits

Salary: USD 145,200 - 172,800 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401k

Key Requirements

•5+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role, with increasing scope and responsibility.
•Deep understanding of core FP&A processes including month-end close, reporting, variance analysis, forecasting, and annual planning.
•Advanced financial modeling and analytical skills, including experience with consolidation and operational models.
•Strong business partnership skills: excellent communication, cross-functional collaboration, and comfort interfacing with senior leaders.
•Familiarity with FP&A systems such as Pigment, Adaptive, Anaplan, or similar tools, with an AI/automation/process-improvement mindset.

Experience:5+ yearsFP&A

Skills:End-to-end ownershipProactivityIndependenceCross-functional collaborationCommunicationProcess improvementFinancial analysisStrategic partnership

Tech Stack:FP&APigmentAdaptiveAnaplan

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 month ago

Senior Financial Analyst

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Support company-wide financial planning, forecasting, and reporting for Corporate Finance.
•Lead month-end close activities and produce reporting with variance analysis.
•Develop and maintain advanced financial models, including consolidation and operational models.
•Provide financial storytelling and technical accounting-informed insights to senior leadership and executives.
•Improve FP&A workflows through automation and scalable processes using FP&A systems such as Pigment, Adaptive, and Anaplan.

Pay and Benefits

Salary: USD 145,200 - 172,800 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401k

Key Requirements

•5+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role, with increasing scope and responsibility.
•Deep understanding of core FP&A processes including month-end close, reporting, variance analysis, forecasting, and annual planning.
•Advanced financial modeling and analytical skills, including experience with consolidation and operational models.
•Strong business partnership skills: excellent communication, cross-functional collaboration, and comfort interfacing with senior leaders.
•Familiarity with FP&A systems such as Pigment, Adaptive, Anaplan, or similar tools, with an AI/automation/process-improvement mindset.

Experience:5+ yearsFP&A

Skills:End-to-end ownershipProactivityIndependenceCross-functional collaborationCommunicationProcess improvementFinancial analysisStrategic partnership

Tech Stack:FP&APigmentAdaptiveAnaplan

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