GTM Strategic Finance

The role

You will drive initiatives including forecasting, designing analytical and financial frameworks, and providing senior management with performance insights. You will support FP&A processes and act as a strategic partner to senior leaders to solve business challenges.

What you will do

• Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
• Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments.
• Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting.
• Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
• Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
• Maintain and optimize key GTM KPIs used for internal and external reporting.
• Prepare materials to internal and external stakeholders on company performance, including quarterly Board materials.
• Help recruit a world-class Strategic Finance team at Plaid.

Required qualifications

• 6-8+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
• Strong analytical, financial modeling, problem-solving and communication skills.
• Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
• Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
• Solid understanding of technical accounting principles.
• A penchant for impact and ownership

Benefits

• Medical
• Dental
• Vision
• 401(k)

About the company

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