Strategic Finance Lead - GTM Job at Plaid (San Francisco)

Manager, GTM Finance

The Strategic Finance team is passionate about solving some of Figma’s most pres...

Location

United States , San Francisco; New York

Salary:

180000.00 - 308000.00 USD / Year

Figma

Expiration Date

Until further notice

Requirements

8+ years of experience in investment banking, private equity, strategic finance, business operations, or a related analytical field
3+ years of experience leading and developing high-performing teams
Experience collaborating closely with global Sales and Sales Operations teams to align financial planning, drive insights on pipeline and quota performance, and support strategic decision-making across regions
Deep experience in financial planning, forecasting, and driving insights through data-driven analysis
Ability to approach sophisticated problems thoughtfully and develop clear, actionable solutions

Job Responsibility

Lead all ARR (Annual Recurring Revenue), Headcount & Expense planning and forecasting for our Sales business, including annual plans, quarterly forecasts, monthly reporting, and weekly performance reviews
Define performance measurements, set targets, and develop reporting frameworks that drive accountability and ARR growth
Drive coordinated quota, capacity, and headcount planning—ensuring resources align with growth targets and regional performance goals
Manage and mentor a high performing team—providing strategic direction, career development support, and hands-on teamwork to drive team impact
Develop and present actionable insights and recommendations to senior leadership, including the CFO, CEO, and CRO
Own and evolve the financial narrative for Figma’s Sales motion in executive and board-level materials
Bring a builder’s mentality to scaling the Sales Finance function—identifying tools, metrics, and systems that enable better decision-making at scale

What we offer

equity
health, dental & vision benefits
retirement with company contribution
parental leave & reproductive or family planning support
mental health & wellness benefits
generous PTO
company recharge days
a learning & development stipend
a work from home stipend
cell phone reimbursement

Fulltime

Gtm Finance Manager

We’re looking for a Manager, GTM Finance to partner with our global Sales and Ma...

Location

United States

Salary:

120000.00 - 160000.00 USD / Year

ClickHouse

Expiration Date

Until further notice

Requirements

6–9 years of progressive experience in FP&A, strategic finance, investment banking, or management consulting, ideally with exposure to SaaS or consumption-based business models
Proven experience supporting GTM or Commercial functions within a high-growth technology company
Strong command of financial modeling and forecasting
Deep analytical skills
Excellent communication and presentation abilities
Working knowledge of U.S. GAAP and SaaS metrics (e.g., ARR, NRR, CAC, payback, productivity, pipeline conversion)
High degree of comfort with financial and operational systems (e.g., NetSuite, Adaptive, Salesforce, or similar BI tools)
SQL skills a plus
Strong sense of ownership and curiosity
Ability to thrive in a fast-paced, high-growth, globally distributed environment

Job Responsibility

Serve as the strategic finance partner to our global GTM leadership team
Own GTM financial planning and forecasting
Build and maintain detailed driver-based models
Partner cross-functionally with Sales Ops, RevOps, and Business Systems
Lead monthly business reviews with GTM leadership
Analyze customer and cohort-level performance trends
Support annual and quarterly planning cycles
Evaluate and model the financial impact of strategic initiatives
Build scalable processes and tools
Collaborate closely with Accounting to ensure accuracy in revenue recognition, commissions, and expense allocation

What we offer

Flexible work environment
Healthcare - Employer contributions towards your healthcare
Equity in the company
Time off - Flexible time off in the US, generous entitlement in other countries
A $500 Home office setup if you’re a remote employee
Global Gatherings – opportunities to engage with colleagues at company-wide offsites

Fulltime

Strategic Finance Manager

As a Strategic Finance Manager at HomeLight, you will play a critical role withi...

Location

United States , San Francisco

Salary:

170000.00 - 190000.00 USD / Year

HomeLight

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Economics, Finance, Business, STEM, or related field
4-6 years of investment banking experience and/or corporate finance experience
High level of Excel proficiency, with strong financial modeling capabilities and a deep understanding of core financial principles
Comfortable interacting with internal and external senior-level executives
Proven ability to distill complex data into clear, actionable insights for both technical and non-technical audiences
Strong communication, teamwork, quantitative, and analytical skills
Highly organized, self-starter with the ability to manage multiple priorities under tight deadlines
Experience with financial systems and analytics tools—ideally including NetSuite ERP and the Aleph data platform

Job Responsibility

Lead the annual budget cycle, ensuring cross-functional alignment around the projections. Maintain the financial model and reporting framework to support the monthly review cycle
Provide analyses and updates to executive leadership regularly to drive strategic topics for the Board of Directors meetings and investor fundraises
Collaborate with the CFO in expanding and maintaining capital market relationships, including warehouse debt, venture debt, and other alternative structures. Lead the diligence process for the same
Work cross-functionally with Product, Engineering, GTM, and Business Operations teams to analyze new product launches, evaluate unit economics, assess strategic partnerships, and guide resource allocation decisions
Design and implement dashboards and reporting tools that track and communicate critical financial and operational metrics
Develop a deep understanding of HomeLight’s products, services, and business model to provide contextually relevant financial recommendations
Produce clear, concise, and actionable financial presentations and forecasts for leadership and key stakeholders
Roll up your sleeves to support ad hoc financial analyses and strategic projects as needed—helping shape the future of the Strategic Finance function
High exposure to the executive leadership, including monthly reporting and analysis delivered directly to the CEO, COO, and CFO

What we offer

Medical (Aetna or Kaiser), Dental & Vision (Guardian)
Long-Term Disability & Short-Term Disability
Hospital Indemnity Insurance, Accident Plan, and Employee Critical Illness (Guardian)
401 (k) (Guideline), Life Insurance (Guardian) & Pet Insurance (Nationwide)
Commuter benefits are offered in certain locations
PTO, including Volunteer Days to give back to your community
Annual Anniversary Perks, including professional development and sabbaticals!
HomeLight Services to help you with buying and selling your home

Fulltime