Senior Financial Analyst, Corporate Finance and Strategy

Plaid•San Francisco, CA

About The Position

We are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory.

Requirements

5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure.
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 — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board.
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.

Responsibilities

Own components of Plaid’s 3–5 year long range plan — model design, scenario analysis, and translation of company strategy into financial targets.
Partner on end-to-end PMO of the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management.
Build and operationalize SBC and equity modeling, incorporating HC growth, grant cadence, forfeitures, and refresh cycles — and tie SBC into the path to GAAP profitability, EBITDA, and margin analysis.
Lead consolidated cash flow forecasting and contingency / management reserve strategy, and run total company forecast reviews against company targets.
Drive external benchmarking against peer companies on key financial and non-financial metrics, and build the analytical foundations that inform long-term capital and operating decisions.
Partner with Corp Dev on capital raise activities, including pro-forma reporting, forecasting, and capital structure analysis.
Perform ad hoc analyses that influence long-term business planning and decision-making.