Plaid
Senior Financial Analyst, Corporate Finance and Strategy
San Francisco HQ · Senior
Sponsorship not specifiedDetected 42 days ago
Financial ModelingAccountingForecastingValuationCadenceLeadershipCommunicationGAAP
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
- We're dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products.
- You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid's long-term financial trajectory.
- 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.
Nice to have
- 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting - ideally with tech, SaaS, or fintech exposure.
- Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking.
- Excellent communication and storytelling skills - able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board.
- Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment.
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
- This is the strategic, externally-oriented arm of the team - covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy.
- 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.
This listing is sourced directly from Plaid's careers page and normalized into a canonical job model.