Head of GTM Finance

• Revenue Forecasting - Lead the team in constructing and integrating bottoms-up customer forecasts, top-down segment-level views, and statistical models into a unified, high-fidelity revenue forecast. Continuously sharpen methodology by incorporating internal signals and external market inputs
• Resource Allocation - Partner with the COO on capital deployment decisions including headcount planning, capacity modeling, and territory design. Drive toward clear ROI targets by segment and in aggregate
• Performance Tracking & Visibility - Own and evolve Plaid’s GTM performance reporting, ensuring we’re focused on the highest-signal metrics, with clear benchmarks and targets tied to our financial and strategic objectives. Surface actionable insights that raise execution quality. Partner with RevOps on CRM hygiene and data integrity
• Cross-functional Partnership - Build trusted relationships across the organization, acting as the connective tissue between the GTM function and key partners including Product and Engineering. Translate commercial context into decisions that span the full business
• Board Reporting - Own the GTM narrative for quarterly Board meetings, synthesizing business performance, progress against strategic priorities, and a forward-looking perspective into compelling, executive-ready materials
• Team Building - Define the future-state of the GTM Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled, growth-stage business

• 12+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth B2B technology company
• Deep fluency in B2B SaaS and GTM metrics - you can move fluidly between ARR, NRR, pipeline coverage, CAC payback, and capacity models without losing the narrative thread
• Exceptional analytical rigor paired with sharp business judgment - you know when the model needs more work and when it’s time to make a call
• A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there
• Demonstrated success leading and developing high-performing finance teams
• Executive presence and exceptional communication skills - written, verbal, and visual - with the ability to influence senior stakeholders and board-level audiences

Fintech or financial services experience is a plus, but not required