Strategic Finance GTM and Revenue
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 9/25/2026
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 own core revenue forecasting models and processes, analyze internal and external growth drivers, and turn findings into actionable insights for go-to-market planning. You will manage KPI and variance reporting, surface risks and opportunities, and help recruit and grow the Strategic Finance team.
Requirements
- 4-6 years of experience in investment banking, private equity, management consulting, FP&A, or strategic finance
- Quantitative and analytical skills
- Ability to work with large datasets using SQL or AI tools
- Financial modeling, communication, and presentation skills
- Ability to solve ambiguous problems through structured frameworks and actionable insights
- Ability to build cross-functional relationships and align financial targets
- Proficiency with financial and GTM systems
Responsibilities
- Build and refine top-line revenue forecasting models and processes
- Analyze internal data and external market factors that drive growth
- Automate and scale forecasting processes
- Partner with GTM stakeholders on planning and decisions
- Own KPI and variance reporting for stakeholders and Board materials
- Surface financial risks and opportunities
- Help recruit and grow the Strategic Finance team
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
