Senior Financial Analyst, Corporate Finance and Strategy
We are looking for a Senior Financial Analyst to join the Corporate Finance team. 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. 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.
What excites us:
- 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.
- Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models.
- 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.
- Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.
- Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment.
- Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks.
What excites you:
- 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.
- 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.
- 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.