Financial Analyst, Corporate FP&A

Plaid · San Francisco HQ · $159K – $172K · Data

Posted 2026-09-25

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Plaid’s Corporate Finance team leads company-wide financial planning, forecasting, and reporting, delivering strategic insights to internal and external stakeholders. We align financial goals with business objectives to support informed decision-making at the senior leadership and executive levels.

What excites us:

- 3+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role.

- An “act like an owner” mindset: you take initiative, follow through on commitments, and ask for guidance when needed. You’re eager to learn and take on more responsibility.

- A solid foundation in core FP&A activities, including month-end close, reporting, variance analysis, and forecasting, with exposure to annual planning and a working knowledge of accounting principles.

- Strong analytical skills and experience building or maintaining financial models. You care about accuracy and enjoy understanding the business drivers behind the numbers.

- Clear communication and a collaborative approach, with the ability to explain findings, ask thoughtful questions, and build relationships with business partners.

- Curiosity about AI, automation, and process improvements, with an interest in developing systems skills. Familiarity with Pigment, Adaptive, Anaplan, or similar FP&A tools is a plus.

What excites you:

- You enjoy a fast-paced, high-growth environment where you can learn quickly and gain experience across multiple areas.

- You’re energized by stretching beyond your day-to-day responsibilities, being scrappy, and taking on new challenges that help you learn and grow.

- You like improving how work gets done, whether that means simplifying a process, automating a recurring task, or making an analysis more useful.

- You enjoy digging into the numbers, understanding business drivers, and turning your findings into clear insights that help inform decisions.

- You value working closely with Finance, Accounting, and business teams, building relationships and learning from their perspectives.

- You’re excited to develop your systems skills in Pigment, our FP&A platform, and partner with our systems lead to build models, dashboards, and workflows.

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