Plaid

Senior Financial Analyst, FP&A

San Francisco HQ, Remote. Posted a month ago

The role

The Corporate Finance team leads company-wide financial planning, forecasting, and reporting. This person will deliver strategic insights to internal and external stakeholders to support decision-making at senior leadership and executive levels.

What you will do

  • Lead company-wide financial planning, forecasting, and reporting.
  • Deliver strategic insights to internal and external stakeholders.
  • Align financial goals with business objectives.
  • Build or maintain financial models.
  • Perform month-end close, reporting, variance analysis, and forecasting.
  • Partner with the systems lead to build models, dashboards, and workflows in Pigment.

Required qualifications

  • 3+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role.
  • Solid foundation in core FP&A activities, including month-end close, reporting, variance analysis, and forecasting.
  • Exposure to annual planning.
  • Working knowledge of accounting principles.
  • Strong analytical skills.
  • Experience building or maintaining financial models.
  • Clear communication and a collaborative approach.

Nice to have

  • Familiarity with Pigment, Adaptive, Anaplan, or similar FP&A tools

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.