Product Strategic Finance

About the team

- Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution.

- The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization

- The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory

About the role

- You will drive initiatives including P&L 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.

Responsibilities

- Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory

- Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals

- 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

- 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

Qualifications

- 2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, 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