Strategic Finance Lead, Product & Engineering

The role

This person will serve as a key finance partner to Plaid's Engineering and Product organization. They will own product-level revenue and gross margin forecasting and manage analytical frameworks for capital deployment and resource allocation.

What you will do

• Own revenue and gross margin forecasts for product areas.
• Partner with Product and Engineering leaders on headcount planning and capacity forecasting.
• Manage OpEx discipline and support the resolution of trade-offs.
• Own recurring reporting cadence including KPI tracking and variance analysis.
• Serve as the primary finance partner to Product and Engineering leaders.
• Coordinate with GTM Finance on go-to-market approach, targets and economics.
• Contribute analysis and narrative to the quarterly Board deck and strategic reviews.
• Mentor junior members of the Strategic Finance team.

Required qualifications

• 8+ years of experience in FP&A, strategic finance, management consulting, investment banking, or private equity.
• Direct exposure to product or engineering finance at a high-growth technology company.
• Strong command of product P&L mechanics, including revenue and gross margin forecasting, headcount and capacity planning, and software unit economics.
• Comfortable owning ambiguous, judgment-intensive problems with minimal oversight.
• Excellent written and verbal communication skills.
• A natural mentor energized by developing junior team members.

Nice to have

• Experience partnering directly with Product or Engineering leaders
• Fintech or financial services experience

Benefits

• Medical
• Dental
• Vision
• 401(k)

About the company

Plaid builds tools and experiences that thousands of developers use to create products. The company's network covers 12,000 financial institutions across the US, Canada, UK and Europe.