Senior Financial Analyst

Plaid • San Francisco, CA

18h

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. This role involves empowering the transformation of how people interact with their finances by building tools and experiences that thousands of developers use to create their own products. Plaid powers tools millions of people rely on to live a healthier financial life, working with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

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, paired with the judgment to dive into the details, analyze, and then step back to assess the bigger picture.
• 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, with familiarity using FP&A systems such as Pigment, Adaptive, Anaplan, or similar tools to build scalable and efficient workflows.

Nice To Haves

• Thrive in a fast-paced, high-growth environment where you can learn quickly across multiple areas.
• Energized by stretching beyond your defined scope, being scrappy, and taking on new challenges.
• Enjoy improving processes, automating workflows, and helping teams scale for long-term success.
• Excited 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.
• Partner with senior leaders by providing insights that shape decisions.
• Advance the business through thoughtful analysis, strong partnership, and clear financial insights that support better decision-making.
• Collaborate across Finance, Accounting, and business teams.
• 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.

Benefits

• Comprehensive benefit plan, including medical, dental, vision, and 401(k).
• Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.

What This Job Offers

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