Strategic Finance Associate

| San Francisco
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At Plaid, our mission is to empower innovators by delivering access to the financial system. Since 2012 we've helped tens of millions of consumers live a better financial life and thousands of customers build a new financial future. Our customers range from innovators like Stripe, Coinbase and Square to Fortune 500 enterprises like American Express and PayPal. Founded in 2012, Plaid has raised $300M of capital from major venture capital firms such as Kleiner Perkins, Andreessen Horowitz, Index, Spark and NEA, as well as global financial institutions such as Goldman Sachs and Citi. 

Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. You will drive initiatives including Plaid's topline forecasting, 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 us:

  • 2-4 years of work experience including investment banking, private equity, venture capital 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

What excites you:

  • 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
  • Maintaining Plaid’s revenue model and developing analytical models used to guide the company's growth trajectory
  • 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

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Location

P.O. Box 636, San Francisco, CA 94102

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