Strategic Finance Associate
Strategic Finance Associate
Posted on :
10-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
10-04-2025
Job Description
We believe that the way people interact with their finances will drastically improve in the next few years. Were dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo SoFi several of the Fortune 500 and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaids network covers 12000 financial institutions across the US Canada UK and Europe. Founded in 2013 the company is headquartered in San Francisco with offices in New York Washington D.C. London and Amsterdam.
Plaids Strategic Finance team plays a critical role in shaping our longterm business strategy and .The Strategic Finance team helps provide analytical rigor and datadriven insights to drive success across the entire organizationThe Strategic Finance teams purpose is to support Plaid in achieving its shortterm and longterm strategic goals and help inform articulate and shape Plaids growth trajectory.
You will drive initiatives including P&L forecasting designing analytical and financial frameworks to optimize decisionmaking and providing our management team Board and employees with insights about our performance.You are highly analytical and strategic and can seamlessly navigate between complex details and the big picture.
Responsibilities
- Maintaining Plaids financial models and developing analytical models used to guide the companys growth trajectory
- Evaluating areas of growth and investment for Plaid by assessing total addressable market revenue opportunities unit economics and investment costs
- Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
- Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
- Preparing materials to internal and external stakeholders on company performance
- Leading special projects by business partnering with various stakeholders to improve financial health of the company
- Benchmarking Plaids operational and financial metrics against peers
- Helping recruit a worldclass Strategic Finance team at Plaid
Qualifications
- 23 years of work experience including investment banking private equity venture capital strategic finance financial planning & analysis or consulting
- Passion for financial services innovation and an ability to thrive in a fastpaced highgrowth environment
- Strong analytical financial modeling problemsolving and communication skills
- Ability to collaborate with crossfunctional partners and distill complex issues into structured frameworks and action plans
- A penchant for impact and ownership
- Knowledge of SQL or strong desire to learn
$122400 $156000 a year
The target base salary for this position ranges from $122400/year to $156000/year in Zone 1. The target base salary will vary based on the jobs location.
Our geographic zones are as follows:
Zone 1 New York City and San Francisco Bay Area
Zone 2 Los Angeles Seattle Washington D.C.
Zone 3 Austin Boston Denver Houston Portland Sacramento San Diego
Zone 4 RaleighDurham and all other US cities
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan including medical dental vision and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position candidates work experience and skillset and location. Pay and benefits are subject to change at any time consistent with the terms of any applicable compensation or benefit plans.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesnt fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race color national origin ethnicity religion or religious belief sex (including pregnancy childbirth or related medical conditions) sexual orientation gender gender identity gender expression transgender status sexual stereotypes age military or veteran status disability or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories consistent with applicable federal state and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability please let us know at
Please review our Candidate Privacy Noticehere.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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