Treasury Manager Job at Plaid

Treasury Manager

Plaid

Location:
United States

Category:
Finance

Contract Type:
Not provided

Salary:

100321.00 - 197997.00 USD / Year

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Job Description:

We enable Plaid’s sustainable growth by providing financial insights and raising capital to invest in our business. The Treasury team manages Plaid’s global treasury operations, cash management, investment and banking relationships. You will be responsible for maintaining liquidity across multi-currency bank accounts, protecting company assets through robust treasury controls, and enabling strategic cash management to support Plaid’s growth and public company readiness. We’re looking for a Treasury Manager to own and scale Plaid’s global treasury operations. This role will drive liquidity management, investment strategy execution, and banking infrastructure across multiple entities and currencies. You will operate as a key partner to Accounting, CorpFin, and Product, ensuring strong controls while building scalable, automated treasury systems.

Job Responsibility:

Own global treasury operations, including daily cash positioning, liquidity management, debt operations, fraud prevention, and banking relationship management
Own short- and long-term cash forecasting
partner with CorpFin to improve accuracy, analyze variances, and deliver insights to senior leadership
Manage the investment portfolio in compliance with Plaid's investment policy
optimize yield and bank fees to improve overall treasury efficiency
Lead intercompany funding strategy and oversee treasury transactions, FX exposure management, and hedging across global entities
Own treasury-related month-end close activities and partner closely with Accounting to ensure accurate and timely close
Develop and enforce treasury process standards, internal controls, and regulatory compliance measures
Drive process improvements across treasury workflows leveraging AI, automation, and next-generation treasury management systems to reduce manual intervention and enable real-time operations
Partner with the Product team on ACH and funds transfer related product initiatives, including customer funds management
Manage the corporate insurance program, including renewals, coverage assessments, and broker relationships

Requirements:

6-8 years of experience in treasury, preferably in publicly traded fintech, tech, or high-growth environments.
Experience managing multi-entity, multi-currency treasury operations
High attention to detail and integrity
Self-starter who can build structure and processes from scratch with minimal direction
Strong cross-functional collaborator
able to partner effectively with Accounting, CorpFin, and Product
Clear communicator who can distill complex treasury topics for senior stakeholders
Bias toward automation and continuous improvement — comfortable adopting AI tools to drive better outcomes
Experience with Treasury Management System

Nice to have:

Experience with ACH/payment product banking infrastructure and customer funds management (preferred)
Familiarity with NetSuite or equivalent ERP systems (preferred)
Experience managing a corporate insurance program (preferred)
Background in debt operations and capital planning (preferred)

Additional Information:

Job Posted:
April 17, 2026

Employment Type:

Fulltime

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