Product Strategic Finance

Plaid

Managing financial models and analytical frameworks to support Plaid’s strategic initiatives. Collaborating with business leaders and optimizing financial performance metrics within a high-paced environment.

Posted 7/28/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $130,000 - $148,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, analytical support, and strategic finance, with a strong focus on optimizing financial KPIs and collaborating with cross-functional teams to drive growth and profitability.

Highest-signal resume keywords

Financial ModelingAnalytical SupportStrategic FinanceSQL KnowledgeCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial ModelingBudget DevelopmentKPI OptimizationMarket AssessmentInvestment Analysis

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsOwnershipCollaboration

Industry Keywords

Investment BankingPrivate EquityVenture CapitalFinancial Planning & AnalysisConsulting

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Maintaining Plaid’s financial models and developing analytical models used to guide the company's 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 Plaid’s operational and financial metrics against peers
Helping recruit a world-class Strategic Finance team at Plaid

Requirements

What you’ll need

2-3 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.

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.