Senior Financial Analyst, Corporate Finance and Strategy

Plaid is seeking a Senior Financial Analyst to join the Corporate Finance team, focusing on strategic financial planning and analysis to shape the company's long-term financial trajectory. We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

• •Own components of Plaid’s 3–5 year long range plan — model design, scenario analysis, and translation of company strategy into financial targets.
• •Partner on end-to-end PMO of the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management.
• •Build and operationalize SBC and equity modeling, incorporating HC growth, grant cadence, forfeitures, and refresh cycles — and tie SBC into the path to GAAP profitability, EBITDA, and margin analysis.
• •Lead consolidated cash flow forecasting and contingency / management reserve strategy, and run total company forecast reviews against company targets.
• •Drive external benchmarking against peer companies on key financial and non-financial metrics, and build the analytical foundations that inform long-term capital and operating decisions.
• •Partner with Corp Dev on capital raise activities, including pro-forma reporting, forecasting, and capital structure analysis.
• •Perform ad hoc analyses that influence long-term business planning and decision-making.

• •Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
• •Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k).
• •Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location.
• •Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

• •5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure.
• •Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models.
• •Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking.
• •Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board.
• •Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.
• •Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment.
• •Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks.