GTM Strategic Finance

Plaid • New York, NY

2d

About The Position

Plaid's Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization. The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic & financial goals and help inform, articulate, and shape Plaid’s growth trajectory. You will drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance. You will be responsible for FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.

Requirements

• 5+ 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.

Responsibilities

• 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 that encourage company growth.
• 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 optimizing key GTM KPIs that are 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.

What This Job Offers

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