Senior Financial Analyst, Corporate Finance – Strategy

Plaid

Senior Financial Analyst managing long range financial planning and capital structure analysis. Collaborating with leaders to shape Plaid’s long-term financial strategy.

Posted 7/28/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $159,000 - $172,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced financial modeling skills and a strong command of consolidated financial statements, key SaaS and fintech operating metrics, and external benchmarking. Capable of translating complex financial data into clear narratives for senior leadership and the Board while driving operational excellence through AI and automation.

Highest-signal resume keywords

Financial Planning & AnalysisAdvanced Financial ModelingConsolidated Financial StatementsCross-Functional PartnershipSaaS / Fintech Metrics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingScenario AnalysisValuation ModelsCash Flow ForecastingEBITDA AnalysisCapital Structure AnalysisBenchmarkingAd Hoc AnalysisOperational ExcellenceDecision Reporting

Soft Skills

Excellent CommunicationStorytelling SkillsProactive Self-StarterIntellectual CuriosityCan-Do Attitude

Tools & Technologies

AIAutomationFinancial Planning ToolsModeling Software

Industry Keywords

Corporate FinanceInvestment BankingPrivate EquityStrategic FinanceManagement ConsultingTechSaaSFintech

About the role

Key responsibilities & impact

Own components of Plaid’s 3–5 year long range plan — model design, scenario analysis, and translation of company strategy into financial targets.
Partner on end-to-end PMO of the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management.
Build and operationalize SBC and equity modeling, incorporating HC growth, grant cadence, forfeitures, and refresh cycles — and tie SBC into the path to GAAP profitability, EBITDA, and margin analysis.
Lead consolidated cash flow forecasting and contingency / management reserve strategy, and run total company forecast reviews against company targets.
Drive external benchmarking against peer companies on key financial and non-financial metrics, and build the analytical foundations that inform long-term capital and operating decisions.
Partner with Corp Dev on capital raise activities, including pro-forma reporting, forecasting, and capital structure analysis.
Perform ad hoc analyses that influence long-term business planning and decision-making.

Requirements

What you’ll need

5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure.
Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models.
Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking.
Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board.
Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.
Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment.
Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks.

Benefits

Comp & perks

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, candidate's 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.