Senior Financial Analyst
Plaid provides APIs and a financial data network that businesses use to build financial products. Its offerings support open finance, account linking, payments, identity verification, fraud and risk management, income verification, and underwriting.
Funding
Projects
About Plaid
Plaid is a financial technology company that operates a financial data network and developer API platform. It enables businesses, including banks, credit unions, lenders, fintechs, platforms, and payment providers, to connect with permissioned financial account data and build services for account linking, bank payments, identity and income verification, credit underwriting, AML/KYC compliance, fraud prevention, and financial management. Plaid offers self-serve and enterprise pricing plans, developer documentation, and a production dashboard for integrating and operating its products.
Skills
About the Role
You will join the Corporate Finance team and play a key role in company-wide financial planning, forecasting, and reporting. You'll own core FP&A processes such as month-end close, variance analysis, and annual planning, while building advanced financial models that support both day-to-day operations and big-picture strategy. You'll partner closely with senior leaders across the business, translating numbers into clear financial storytelling that shapes decisions. You'll also have the chance to drive process improvements and automation, and help shape how the team uses tools like Pigment to scale its workflows.
Requirements
- 5+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role
- Track record of increasing scope and responsibility
- Deep understanding of core FP&A processes including month-end close, reporting, variance analysis, forecasting, annual planning, and technical accounting principles
- Advanced financial modeling and analytical skills including consolidation and operational models
- Strong business partnership and communication skills
- Familiarity with FP&A systems such as Pigment, Adaptive, or Anaplan
Responsibilities
- Lead month-end close, reporting, and variance analysis
- Drive forecasting and annual planning processes
- Build and maintain consolidation and operational financial models
- Partner with senior leaders across Finance, Accounting, and business teams
- Deliver financial storytelling and strategic insights to stakeholders
- Improve and automate FP&A processes and workflows
- Help shape how FP&A uses Pigment, including board design and system workflows
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)