Plaid

GTM Strategic Finance

Plaid

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $136,800 - $162,000 per year

About the role

  • 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.

Requirements

  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningfinancial analysisfinancial modelingreportingforecastingcapital allocationKPI optimizationtechnical accounting
Soft Skills
analytical skillsproblem-solvingcommunication skillscollaborationintellectual curiosityproactive self-starterownership