Strategic Finance Associate

Plaid • New York, NY

130d • $122,400 - $156,000

About The Position

Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. We support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory. As a Strategic Finance Associate, you will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance.

Requirements

• 2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
• Strong analytical, financial modeling, problem-solving and communication skills
• Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
• A passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment
• A penchant for impact and ownership
• Knowledge of SQL or strong desire to learn

Responsibilities

• Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory
• Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals
• Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs
• Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
• Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
• Preparing materials to internal and external stakeholders on company performance
• Leading special projects by business partnering with various stakeholders to improve financial health of the company
• Benchmarking Plaid’s operational and financial metrics against peers
• Helping recruit a world-class Strategic Finance team at Plaid

Benefits

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

What This Job Offers

• Career Level: Entry Level
• Number of Employees: 501-1,000 employees