Senior Financial Analyst, Corporate Finance and Strategy
Plaid offers a platform that enables applications to connect with users' bank accounts, facilitating a wide range of financial services. They provide tools for payments, personal finance management, credit, and more, serving clients like Moneybox, Western Union, and Affirm. Their core product is an API that provides access to a vast network of financial institutions, allowing developers to build financial products and services.
Funding
Projects
About Plaid
Plaid is a financial technology company that enables applications to connect with users' bank accounts. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments through other financial technology applications. Plaid's network connects to over 12,000 financial institutions across 20 markets, serving a global user base of over 100 million. The company provides APIs for developers to build solutions for personal financial management, credit, payments, business finances, iGaming, and property management. Key products include Auth for account verification, Link for connecting accounts, Transactions for accessing financial data, Balance for real-time checks, Assets for verifying assets, and Identity for user verification. Plaid focuses on increasing conversion, fighting fraud, and providing clean, organized financial data for smarter underwriting and other financial services.
Skills
About the Role
You will join the Corporate Finance team, the strategic, externally-oriented arm of finance covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on decisions that shape the company's long-term financial trajectory. You'll own pieces of the multi-year long range plan, help run the quarterly board process end to end, build out SBC and equity models, lead cash flow forecasting, benchmark against peers, support capital raise activities, and take on ad hoc analyses that influence major business decisions.
Requirements
- 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure
- Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models
- Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking
- Excellent communication and storytelling skills, able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board
- Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations
- Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment
- Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks
Responsibilities
- Own components of the 3–5 year long range plan including model design, scenario analysis, and translation of company strategy into financial targets
- Partner on end-to-end PMO of the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management
- Build and operationalize SBC and equity modeling, incorporating headcount growth, grant cadence, forfeitures, and refresh cycles
- Tie SBC into the path to GAAP profitability, EBITDA, and margin analysis
- Lead consolidated cash flow forecasting and contingency/management reserve strategy
- Run total company forecast reviews against company targets
- Drive external benchmarking against peer companies on key financial and non-financial metrics
- Build analytical foundations that inform long-term capital and operating decisions
- Partner with Corp Dev on capital raise activities, including pro-forma reporting, forecasting, and capital structure analysis
- Perform ad hoc analyses that influence long-term business planning and decision-making
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)