GTM Strategic Finance
Plaid is a financial technology company providing APIs and network connectivity for businesses to build financial products. Its platform supports bank-account linking, financial data access, identity verification, fraud and risk tools, credit underwriting, and bank payments.
Maintainer signals as of 8/14/2026
Funding history
Projects
About Plaid
Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will drive forecasting, financial planning and analysis, reporting, and analytical framework initiatives. You will provide senior leaders with actionable insights, evaluate investments, build scalable reporting and forecasting tools, optimize marketing capital allocation, support sales capacity and commission forecasting, maintain go-to-market KPIs, prepare Board materials, and help recruit the Strategic Finance team.
Requirements
- 6–8+ years of experience in financial planning and analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting
- Strong analytical skills
- Financial modeling skills
- Problem-solving skills
- Communication skills
- Ability to collaborate with cross-functional partners
- Ability to distill complex issues into structured frameworks and action plans
- Understanding of technical accounting principles
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)
