Strategic Finance Lead - GTM

• 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
• Resource Allocation - Partner with the COO on capital deployment decisions including headcount planning, capacity modeling, and territory design
• Performance Tracking & Visibility - Own and evolve Plaid’s GTM performance reporting
• 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
• Board Reporting - Own the GTM narrative for quarterly Board meetings
• Team Building - Define the future-state of the GTM Finance team and execute against it

• 12+ years in Finance
• 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 (ARR, NRR, pipeline coverage, CAC payback, capacity models)
• Exceptional analytical rigor paired with sharp business judgment
• A genuine builder with a player-coach approach
• 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

Fintech or financial services experience