Financial Analyst, Corporate FP&A

Plaid • San Francisco, CA

4d

About The Position

Plaid's Corporate Finance team leads company-wide financial planning, forecasting, and reporting, delivering strategic insights to internal and external stakeholders. We align financial goals with business objectives to support informed decision-making at the senior leadership and executive levels.

Requirements

• 3+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role
• An “act like an owner” mindset: take initiative, follow through on commitments, and ask for guidance when needed
• Eager to learn and take on more responsibility
• Solid foundation in core FP&A activities, including month-end close, reporting, variance analysis, and forecasting, with exposure to annual planning and a working knowledge of accounting principles
• Strong analytical skills and experience building or maintaining financial models
• Care about accuracy and enjoy understanding the business drivers behind the numbers
• Clear communication and a collaborative approach, with the ability to explain findings, ask thoughtful questions, and build relationships with business partners
• Curiosity about AI, automation, and process improvements, with an interest in developing systems skills

Nice To Haves

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

Responsibilities

• Month-end close
• Reporting
• Variance analysis
• Forecasting
• Annual planning
• Building or maintaining financial models
• Developing systems skills in Pigment, our FP&A platform
• Partnering with our systems lead to build models, dashboards, and workflows

Benefits

• Medical
• Dental
• Vision
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed