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Strategic Finance






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. Over time, you will be responsible for recruiting other top-tier Strategic Finance team members. This role will report to the Head of Finance.

What Excites You

    • Impact decision-making across the Company with bespoke financial analyses
    • Build short- and long-term financial models aligned with Company strategy
    • Inform executives, team members, and investors on business performance
    • Collaborate with internal stakeholders to optimize pricing decisions
    • Drive key aspects of equity and debt fundraising processes
    • Support strategic acquisitions and vendor negotiations, as needed
    • Help recruit a world-class Strategic Finance team at Plaid

What Excites Us

    • Passion for financial services innovation
    • Extremely strong analytical, financial modeling, and presentation skills
    • Ability to distill complex issues into structured frameworks and action plans
    • 5+ years of work experience including: 2+ years in investment banking, management consulting, or investing 2+ years in high-growth technology startups
    • Prior leadership experience in a Strategic Finance or Business Operations team preferred
    • Technical degree and prior SQL / Salesforce experience preferred

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