Strategic Finance Analyst

Job Description

Product Strategic Finance | Plaid

The Tone:
This is a full-time role at Plaid, potentially located in one of their global offices, including San Francisco, New York, Seattle, Washington D.C., Raleigh, London, or Amsterdam. Plaid is dedicated to transforming how people interact with their finances by building tools for developers to create financial products. It partners with thousands of companies, including Venmo, SoFi, Fortune 500 businesses, and major banks, to simplify how individuals connect their financial accounts to desired applications and services. Plaid’s network spans over 12,000 financial institutions across the US, Canada, UK, and Europe. This Strategic Finance role is integral to shaping the company’s long-term business strategy and execution, providing essential analytical rigor and data-driven insights to achieve both short-term and long-term strategic goals and inform Plaid’s continued growth trajectory.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Plaid has offices in San Francisco, New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
• Pay: $130000–$148000 yearly
• Team: Strategic Finance team
• Mission: Drive P&L forecasting, design analytical and financial frameworks, and provide management with insights on company performance to optimize decision-making and guide growth.
• Tech Stack: SQL

What You’ll Actually Do
• Financial Modeling: Maintain Plaid’s financial models and develop analytical models used to guide the company’s growth trajectory.
• Budget Management: Develop and maintain department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals.
• Growth Assessment: Evaluate areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs.
• Performance Reporting: Optimize financial KPIs, build financial metrics dashboards, and prepare comprehensive materials for internal and external stakeholders on company performance.
• Strategic Projects: Lead special projects by business partnering with various stakeholders across the organization to improve the financial health of the company.
• Market Benchmarking: Benchmark Plaid’s operational and financial metrics against industry peers to identify areas for improvement and competitive positioning.

The Must-Haves
• Background: Early career professional with 2-3 years of experience in investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting.
• Experience: Applying strong financial modeling and analytical problem-solving skills to complex business challenges, and collaborating with cross-functional partners to distill issues into structured frameworks and action plans.
• Skills: Strong analytical, financial modeling, problem-solving, communication, and cross-functional collaboration skills.
• Bonus: Knowledge of SQL or strong desire to learn, and a passion for financial services innovation.