Plaid
Senior Financial Analyst, Corporate Finance and Strategy
San Francisco HQ · Senior
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About the role
- We believe that the way people interact with their finances will drastically improve in the next few years.
- We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
Responsibilities
- Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models.
- Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.
- Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks.
- 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.
- 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.
Skills
- Plaid powers the tools millions of people rely on to live a healthier financial life.
Compensation
- Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
Benefits
- 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.
Company info
- Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
- We are looking for a Senior Financial Analyst to join the Corporate Finance team.
- Our mission at Plaid is to unlock financial freedom for everyone.
This listing is sourced directly from Plaid's careers page and normalized into a canonical job model.