Product 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 8/12/2026
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 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)
