Product 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
You will maintain financial models, develop analytical frameworks, manage department budgets, evaluate growth and investment opportunities, support capital allocation and profitability decisions, optimize financial KPIs, build dashboards, prepare stakeholder materials, benchmark operational and financial metrics, and lead special projects and recruiting efforts.
Requirements
- 2-3 years of experience in investment banking, private equity, venture capital, strategic finance, financial planning and analysis, or consulting
- Strong analytical skills
- Financial modeling skills
- Problem-solving skills
- Communication skills
- Ability to collaborate with cross-functional partners
- Knowledge of SQL or strong desire to learn
Responsibilities
- Maintain financial models and develop analytical models
- Develop and maintain department budgets
- Evaluate growth and investment opportunities
- Assess total addressable market, revenue opportunities, unit economics, and investment costs
- Provide analytical support and decision-making frameworks
- Optimize financial KPIs
- Build financial metrics dashboards
- Prepare materials for internal and external stakeholders
- Lead special projects
- Benchmark operational and financial metrics
- Help recruit Strategic Finance team members
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
