Plaid

Financial Planning & Analysis

Plaid

January 16, 2021

San Francisco, CA, US

At Plaid, our mission is to empower innovators by delivering access to the financial system. Since 2012 we've helped tens of millions of consumers live a better financial life and thousands of customers build a new financial future. Our customers range from innovators like Stripe, Coinbase and Square to Fortune 500 enterprises like American Express and PayPal. Founded in 2012, Plaid has raised $300M of capital from major venture capital firms such as Kleiner Perkins, Andreessen Horowitz, Index, Spark and NEA, as well as global financial institutions such as Goldman Sachs and Citi.
Plaid’s Finance team builds the financial infrastructure to enable sustainable, scalable growth and to ensure attractive long-term economics. We are looking for an early FP&A hire interested in an opportunity to partner with leaders across the company on costs and new investments, with the potential to develop specialization and focus on one area of the company (e.g., R&D). You will work closely with the Head of FP&A to build the team and strategy from the ground up, contribute to financial forecasting and reporting, and partner with senior leaders to ensure Plaid achieves its short and long-term business objectives. What excites us:
    • 4+ years of experience in finance organizations demonstrating increasing levels of responsibility
    • Prior FP&A or Strategic Finance role at high-growth software or platform companies, ideally pre-and post-IPO
    • Ability to build strong relationships, influence decisions, and drive alignment on financial targets
    • Understanding of SaaS businesses, metrics, and customer lifecycle; ability to apply these concepts in evaluating opportunities and risks in our financials
    • Expert modeling skills, including buildout of full-company operating and financial models
    • Strong familiarity with FP&A systems (e.g. Anaplan) and experience with Netsuite and Salesforce
    • Working knowledge of US GAAP
    • MBA and prior SQL experience are a plus
What excites you:
    • Partner with the Head of FP&A on Plaid’s financial forecasting and reporting up to the Executive team and Board of Directors
    • Work closely with leaders across the company to translate company strategy into corresponding financial targets, with an opportunity to become specialized within FP&A further on (e.g., focusing on R&D expenses). Regularly track and manage the investments/spend that fuel continued growth of our business
    • Improve upon and maintain Plaid’s financial model(s) and underlying data
    • Design monthly and quarterly financial reports and dashboards with actionable insights and KPIs for Plaid’s leadership
    • Proactively lead deep dive analytics and share your insights with relevant stakeholders
    • Contribute to company-wide strategic initiatives as needed
    • Implement systems and processes to scale planning & reporting across teams and geographies
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.