Plaid

1 month ago

Senior Financial Analyst, Corporate Finance and Strategy

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Join the Corporate Finance team to support Plaid’s strategic, externally oriented planning—from board process and long-range planning to capital structure, SBC/equity modeling, and enterprise financial strategy. Partner closely with the CFO, leadership, the Board, Corp Dev, and Accounting to translate company strategy into financial targets, run consolidated forecasting and reserves, and drive peer benchmarking that informs long-term operating and capital decisions.

Location: San Francisco, New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Own components of Plaid’s 3–5 year long-range plan, including model design, scenario analysis, and translating strategy into financial targets.
•Partner on end-to-end PMO for the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management.
•Build and operationalize SBC and equity modeling (including HC growth, grant cadence, forfeitures, and refresh cycles) and connect it to GAAP profitability, EBITDA, and margin analysis.
•Lead consolidated cash flow forecasting and contingency/management reserve strategy, and run total-company forecast reviews against targets.
•Drive external benchmarking against peer companies and support capital raise activities with Corp Dev, including pro-forma reporting, forecasting, and capital structure analysis.

Pay and Benefits

Salary: USD 159,000 - 172,800 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401k

Key Requirements

•5+ years of experience in financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting, ideally with tech, SaaS, or fintech exposure.
•Advanced financial modeling skills, including long-range, scenario/sensitivity, or valuation modeling.
•Strong command of consolidated financial statements, SaaS/fintech operating metrics, and external benchmarking.
•Excellent communication and storytelling skills for executive- and Board-level narratives.
•Ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.

Experience:5+ yearsFintechSaaSInvestment bankingPrivate equityManagement consulting

Skills:CommunicationStorytellingCross-functional collaborationAnalytical thinkingSelf-starter

Tech Stack:AIAutomationSystems thinking

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, Corporate Finance and Strategy

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: San Francisco, New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Own components of Plaid’s 3–5 year long-range plan, including model design, scenario analysis, and translating strategy into financial targets.
•Partner on end-to-end PMO for the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management.
•Build and operationalize SBC and equity modeling (including HC growth, grant cadence, forfeitures, and refresh cycles) and connect it to GAAP profitability, EBITDA, and margin analysis.
•Lead consolidated cash flow forecasting and contingency/management reserve strategy, and run total-company forecast reviews against targets.
•Drive external benchmarking against peer companies and support capital raise activities with Corp Dev, including pro-forma reporting, forecasting, and capital structure analysis.

Pay and Benefits

Salary: USD 159,000 - 172,800 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401k

Key Requirements

•5+ years of experience in financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting, ideally with tech, SaaS, or fintech exposure.
•Advanced financial modeling skills, including long-range, scenario/sensitivity, or valuation modeling.
•Strong command of consolidated financial statements, SaaS/fintech operating metrics, and external benchmarking.
•Excellent communication and storytelling skills for executive- and Board-level narratives.
•Ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.

Experience:5+ yearsFintechSaaSInvestment bankingPrivate equityManagement consulting

Skills:CommunicationStorytellingCross-functional collaborationAnalytical thinkingSelf-starter

Tech Stack:AIAutomationSystems thinking

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