Product Strategic Finance

Plaid

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profile Job Location:

New York City, NY - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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 long-term business strategy and execution. We support Plaid in achieving its short-term and long-term strategic goals and help inform articulate and shape Plaids growth trajectory. As a Strategic Finance Associate you will drive initiatives including P&L forecasting designing analytical and financial frameworks to optimize decision-making 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
    • Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals
    • 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 world-class Strategic Finance team at Plaid

Qualifications

    • 4-6 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 fast-paced high-growth environment
    • Strong analytical financial modeling problem-solving and communication skills
    • Ability to collaborate with cross-functional 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
$138800 - $187200 a year
The target base salary for this position ranges from $138800/year to $187200/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 - Raleigh-Durham 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 emailprotected.

Please review our Candidate Privacy Noticehere.
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 ...
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Key Skills

  • Finance Control
  • Finance
  • ABAP
  • Body Care
  • Avionics
  • Brokerage

About Company

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Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

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