Plaid

Strategic Finance

Plaid

January 14, 2021

San Francisco, CA, US

At Plaid, our mission is to unlock financial freedom for everyone. 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 high growth fintechs like Stripe, Coinbase and Square to Fortune 500 enterprises like Google, Microsoft and Samsung. 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 Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. You will drive initiatives including analysing Plaid’s growth trajectory, driving pricing strategy and implementation, designing analytical and strategic frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. This role will report to the Strategic Finance Lead. What excites us:
    • Passion for financial services innovation
    • Ability to thrive in a fast-paced environment and a penchant for impact and ownership
    • Extremely strong analytical, financial modeling, communication and presentation skills
    • Proven success partnering and collaborating cross-functionally and with leadership
    • Ability to distill complex issues into structured frameworks and action plans
    • 5+ years of work experience including: 2+ years in investment banking, management consulting, or investing as well as 2+ years in high-growth technology startups
    • Prior leadership experience in a Strategic Finance or Business Operations team preferred
    • Knowledge of SQL or strong desire to learn
What excites you:
    • Developing models and processes necessary to measure and evaluate Plaid's revenue and growth trajectory
    • Collaborating with business leaders to provide analytical support and frameworks to optimize decision making and evaluate areas of growth and investment
    • Updating executive team on performance with real-time dashboards and KPI reports
    • Preparing Board presentations and updating investors on company performance
    • Supporting equity and debt fundraising processes, including financial diligence
    • Benchmarking Plaid’s operational and financial metrics against peers
    • Helping to recruit and manage a world-class Strategic Finance team at Plaid
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.