Senior Financial Analyst, Corporate Finance & Strategy

The role

This person will join the Corporate Finance team to cover the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. They will partner with the CFO, Leadership, the Board, Corp Dev, and Accounting on decisions shaping long-term financial trajectory.

What you will do

• Own components of Plaid’s 3–5 year long range plan
• Partner on end-to-end PMO of the quarterly Board process
• Build and operationalize SBC and equity modeling
• Lead consolidated cash flow forecasting and contingency / management reserve strategy
• Run total company forecast reviews against company targets
• Drive external benchmarking against peer companies
• Partner with Corp Dev on capital raise activities
• Perform ad hoc analyses that influence long-term business planning and decision-making

Required qualifications

• 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting
• Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models
• Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking
• Excellent communication and storytelling skills
• Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations
• Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment
• Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks

Nice to have

• ideally with tech, SaaS, or fintech exposure

Benefits

• medical
• dental
• vision
• 401(k)

About the company

Plaid builds tools and experiences that developers use to create products, powering tools millions of people rely on. Founded in 2013, the company is headquartered in San Francisco.