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Plaid Logo Plaid · Finance

GTM Strategic Finance

United States, New York 136800.00 - 162000.00 USD / Year · Job Posted March 05, 2026
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Job Description

We enable Plaid’s sustainable growth by providing financial insights and raising capital to invest in our business. 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 & financial goals and help inform, articulate, and shape Plaid’s growth trajectory. You will drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance. You will be responsible for FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.

Job Responsibility

  • Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations
  • Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth
  • Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting
  • Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels
  • Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting
  • Maintain and optimizing key GTM KPIs that are used for internal and external reporting
  • Prepare materials to internal and external stakeholders on company performance, including quarterly Board materials
  • Help recruit a world-class Strategic Finance team at Plaid

Requirements

  • 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting
  • Strong analytical, financial modeling, problem-solving and communication skills
  • Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment
  • Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
  • Solid understanding of technical accounting principles
  • A penchant for impact and ownership
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