GTM Strategic Finance
Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.
Maintainer signals as of 9/2/2026
Funding history
Projects
About Plaid Inc.
Plaid provides developer infrastructure and financial tools for account connectivity, financial data access, bank payments, identity verification, AML monitoring, credit and underwriting, and fraud prevention. Its network supports thousands of fintech companies and more than 12,000 financial institutions across the United States, Canada, the United Kingdom, and Europe.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Drive forecasting, financial planning and analysis, reporting, investment evaluation, analytical frameworks, capital allocation, sales capacity planning, KPI management, Board materials, and Strategic Finance team recruiting.
Requirements
- 6–8+ years of experience in financial planning and 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 and a can-do attitude
- 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
- Understanding of technical accounting principles
- Penchant for impact and ownership
Responsibilities
- Support month-end reporting and recurring forecasts
- Prepare financial reporting for senior leadership and Board presentations
- Provide actionable financial insights to senior leaders
- Evaluate investments that support company growth
- Develop systems, processes, and tools for financial reporting and forecasting
- Optimize capital allocation across marketing funnels
- Partner on sales capacity planning and commission forecasting
- Maintain and optimize go-to-market KPIs
- Prepare internal and external performance materials
- Help recruit the Strategic Finance team
Benefits
- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
