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.

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Skills

Candidate Availability

Hybrid · San Francisco · Required

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

Join Plaid's Corporate Finance team, the strategic and externally oriented arm of finance, covering board processes, long-range planning, capital structure, stock-based compensation and equity modeling, and enterprise-level financial strategy. Partner with senior leadership, the Board, Corp Dev, and Accounting on decisions shaping the company's long-term financial trajectory.

Requirements

5+ years of experience in financial planning and analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting, ideally in technology, SaaS, or fintech.
Advanced financial modeling skills, including long-range, scenario or sensitivity, and valuation models.
Strong command of consolidated financial statements, SaaS or fintech operating metrics, and external benchmarking.
Excellent communication and storytelling skills for senior leaders and the Board.
Ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.
Proactive, intellectually curious self-starter able to thrive in a high-autonomy, fast-paced environment.
Passion for leveraging AI, automation, and systems thinking to improve financial processes and planning 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 the 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 models incorporating headcount growth, grant cadence, forfeitures, and refresh cycles.
Tie SBC into GAAP profitability, EBITDA, and margin analysis.
Lead consolidated cash flow forecasting and contingency or management reserve strategy.
Run total company forecast reviews against company targets.
Drive external benchmarking against peer companies on financial and non-financial metrics.
Build analytical foundations for long-term capital and operating decisions.
Partner with Corp Dev on capital raise activities, pro-forma reporting, forecasting, and capital structure analysis.
Perform ad hoc analyses influencing long-term business planning and decision-making.

Benefits

Equity
Medical insurance
Dental insurance
Vision insurance
401(k)