Strategic Finance, GTM & Revenue

The role

You will own core pieces of top-line revenue forecasting and analyze internal and external drivers of growth. You will partner with the GTM organization to turn analysis into actionable insights.

What you will do

• Own core pieces of Plaid's top-line revenue forecast.
• Build and refine models and processes for revenue forecasting.
• Explain drivers of growth using internal data and external market factors.
• Automate and scale underlying processes over time.
• Partner day-to-day with the GTM organization.
• Own recurring KPI and variance reporting cadences for stakeholders.
• Surface risks and opportunities early.
• Help recruit and grow a strong Strategic Finance team.

Required qualifications

• 3-6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance.
• Strong quantitative and analytical mindset.
• Data fluency to work directly with large datasets via SQL, AI tools, or both.
• Judgment to build and validate financial models and workflows.
• Strong financial modeling, communication, and presentation skills.
• Ability to work through moderately complex, ambiguous problems.
• Ability to build trusted cross-functional relationships and drive alignment on financial targets.

Nice to have

• Time at a high-growth technology company.
• Proficiency with core financial and GTM systems.
• Pigment, Tableau, or similar FP&A/BI tool experience.

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.