GTM Strategic Finance

Plaid

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profile Job Location:

San Francisco, CA - USA

profile Monthly Salary: Not Disclosed
Posted on: 5 hours 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 Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization. The Strategic Finance teams purpose is to support Plaid in achieving its short-term and long-term strategic & financial goals and help inform articulate and shape Plaids growth trajectory.

You will drive initiatives including forecasting designing analytical and financial frameworks to optimize decision-making and providing senior management with insights about our will be responsible for FP&A processes such as month-end reporting forecasting variance analysis and preparation of financial reporting for senior leadership / are highly analytical and strategic and can seamlessly navigate between complex details and the big picture.

Responsibilities:

    • Support critical FP&A processes including month-end reporting recurring forecasts and preparation of financial reporting for senior leadership and Board presentations.
    • Act as a strategic partner to senior leaders by providing actionable financial insights solving key business challenges and evaluating investments that encourage company growth.
    • Develop systems processes and tools that enable accurate scalable and timely financial reporting and forecasting.
    • Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
    • Partner with Revenue Operations Sales Leadership and Accounting on sales capacity planning and commissions forecasting.
    • Maintain and optimizing key GTM KPIs that are used for internal and external reporting.
    • Prepare materials to internal and external stakeholders on company performance including quarterly Board materials.
    • Help recruit a world-class Strategic Finance team at Plaid.

Qualifications:

    • 5 years of work experience including financial planning & analysis corporate finance investment banking private equity strategic finance or management consulting.
    • Strong analytical financial modeling problem-solving and communication skills.
    • Proactive self-starter with intellectual curiosity a can-do attitude and the ability to thrive in a high-autonomy environment.
    • Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
    • Solid understanding of technical accounting principles.
    • A penchant for impact and ownership.
$136800 - $162000 a year
The target base salary for this position ranges from $136800/year to $162000/year in New York and San Francisco.

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

The base salary range listed for this full-time position excludes commission (if applicable) equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills experience and relevant education or training.
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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