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Finance - Strategic Finance Associate



Plaid Technologies



San Francisco, CA, US


Plaid’s mission is to empower innovators by delivering access to the financial system. Using our industry-leading platform, developers can interact with end-user financial data to build the next generation of financial applications. Our products allow businesses to improve conversion, verify ownership and identity, assess risk, and reduce fraud. Our customers range from major fintech startups such as Robinhood, Coinbase, and Stripe to Fortune 500 enterprises such as PayPal, American Express, and Microsoft. Founded in 2012, Plaid has raised over $300M of capital from major venture capital firms such as Kleiner Perkins and New Enterprise Associates, as well as global financial institutions such as Goldman Sachs.
Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. You will drive initiatives including owning Plaid's financial model and annual planning process, driving pricing strategy and implementation, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.

What excites you

    • Maintaining Plaid’s operating model including both revenue and cost drivers
    • Assessing revenue opportunity and investment costs for new products and markets
    • Designing pricing model and discounting approach for existing and new products
    • Driving annual and quarterly financial planning and target setting processes
    • Optimizing financial KPIs to improve internal communication and transparency
    • Preparing Board presentations and updating investors on company performance
    • Supporting fundraising and acquisition processes as needed, including financial diligence
    • Benchmarking Plaid’s operational and financial metrics against peers
    • Supporting deal negotiations with key vendors and partners
    • Helping recruit a world-class Strategic Finance team at Plaid

What excites us

    • Passion for financial services innovation and a desire to build a career in Strategic Finance
    • Extremely strong analytical, financial modeling, and presentation skills
    • Ability to distill complex issues into structured frameworks and action plans
    • A penchant for impact and ownership
    • 2-3 years of work experience including investment banking, investing, or operating experience
    • Knowledge of SQL or strong desire to learn

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