Senior Financial Analyst

Plaid•San Francisco, CA

7d•$145,200 - $172,800

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. Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected]. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Requirements

5+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role, with a track record of increasing scope and responsibility.
“Act like an owner” mindset with end-to-end accountability, proactivity, independence, and comfort in a high-autonomy environment.
Deep understanding of core FP&A processes, including month-end close, reporting, variance analysis, forecasting, annual planning, financial storytelling, and relevant technical accounting principles.
Advanced financial modeling and analytical skills, including experience with consolidation and operational models.
Strong business partnership skills, with excellent communication, cross-functional collaboration, and the ability to interface with senior leaders with ease.
AI, automation, and process-improvement mindset.
Familiarity using FP&A systems such as Pigment, Adaptive, Anaplan, or similar tools to build scalable and efficient workflows.

Nice To Haves

Experience in a fast-paced, high-growth environment.
Willingness to stretch beyond defined scope, be scrappy, and take on new challenges.
Enjoyment in improving processes and automating workflows.
Desire to be a strategic partner to senior leaders by providing insights that shape decisions.
Enjoyment in advancing the business through thoughtful analysis, strong partnership, and clear financial insights.
Enjoyment in collaborating across Finance, Accounting, and business teams.
Excitement to help shape how FP&A uses Pigment at Plaid, learning how to build in the system while also partnering with the systems lead on new cases, board design, and workflows that help FP&A scale.

Responsibilities

Lead company-wide financial planning, forecasting, and reporting.
Deliver strategic insights to internal and external stakeholders.
Align financial goals with business objectives to support informed decision-making at the senior leadership and executive levels.
Provide end-to-end accountability, proactivity, and independence in a high-autonomy environment.
Perform month-end close, reporting, variance analysis, forecasting, and annual planning.
Engage in financial storytelling.
Conduct advanced financial modeling and analysis, including consolidation and operational models.
Partner with business leaders, collaborating cross-functionally.
Interface with senior leaders.
Utilize FP&A systems such as Pigment, Adaptive, Anaplan, or similar tools to build scalable and efficient workflows.
Help shape how FP&A uses Pigment at Plaid, learning to build in the system and partnering with the systems lead on new cases, board design, and workflows.