Strategic Finance Lead Product and Engineering
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 8/14/2026
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 own product-level revenue and gross margin forecasting, guide resource allocation and capacity planning, manage recurring performance reporting, partner with Product and Engineering leaders, contribute to Board and executive materials, and mentor junior finance professionals.
Requirements
- 8+ years of experience in FP&A, strategic finance, management consulting, investment banking, or private equity
- Experience with product or engineering finance at a high-growth technology company
- Knowledge of product P&L mechanics
- Revenue and gross margin forecasting skills
- Headcount and capacity planning skills
- Software unit economics knowledge
- Strong written and verbal communication skills
- Experience partnering with Product or Engineering leaders
Responsibilities
- Own revenue and gross margin forecasts
- Partner on headcount planning and capacity forecasting
- Manage OpEx discipline
- Identify and support resolution of resource trade-offs
- Own recurring reporting cadence
- Track KPIs and analyze variances
- Identify risks and opportunities
- Partner with Product and Engineering leaders
- Coordinate with GTM Finance
- Contribute to Board and executive materials
- Mentor junior Strategic Finance team members
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
