GTM Strategic Finance

About the Role

The Strategic Finance team plays a vital role in shaping Plaid's long-term business strategy and execution. The team's purpose is to support Plaid in achieving its short-term and long-term strategic and financial goals. You will be working in a fast-paced environment, collaborating with cross-functional teams to drive business growth.

Plaid is a financial technology company that powers the tools and experiences that thousands of developers use to create their own products. The company's network covers 12,000 financial institutions across the US, Canada, UK, and Europe. With a strong commitment to innovation and customer satisfaction, Plaid is seeking a talented GTM Strategic Finance expert to join their team.

What You Will Do

• Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
• Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth.
• Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting.
• Work cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
• Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
• Maintain and optimize key GTM KPIs that are used for internal and external reporting.
• Prepare materials to internal and external stakeholders on company performance, including quarterly Board materials.
• Help recruit a world-class Strategic Finance team at Plaid.
• Collaborate with cross-functional teams to drive business growth and inform strategic decisions.
• Develop and maintain financial models to forecast revenue and expenses.
• Analyze financial data to identify trends and opportunities for growth.

What We Are Looking For

• 5+ years of work experience in financial planning and analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
• Strong analytical, financial modeling, problem-solving, and communication skills.
• Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
• Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
• Solid understanding of technical accounting principles.
• A penchant for impact and ownership.
• Experience with financial planning and analysis tools, such as Excel, financial modeling software, and data visualization tools.
• Strong understanding of financial concepts, including budgeting, forecasting, and financial reporting.
• Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.

Nice to Have

• Experience with data visualization tools, such as Tableau or Power BI.
• Knowledge of programming languages, such as Python or R.
• Experience with cloud-based financial planning and analysis tools, such as Anaplan or Adaptive Insights.
• Certification in financial planning and analysis, such as FP&A or CFA.
• Experience working in a financial technology company or a similar industry.

Benefits and Perks

• Competitive salary and equity package.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Flexible paid time off and holidays.
• Remote work stipend and equipment allowance.
• Opportunities for professional growth and development.
• Access to cutting-edge technology and tools.
• Collaborative and dynamic work environment.

• Tip: Showcase your analytical and problem-solving skills by providing specific examples of how you have driven business growth through data-driven insights.
• To stand out, highlight your experience with financial planning and analysis tools, such as Excel, financial modeling software, and data visualization tools.
• Be prepared to discuss your understanding of financial concepts, including budgeting, forecasting, and financial reporting, and how you have applied them in previous roles.
• When negotiating salary, be sure to research the market rate for GTM Strategic Finance roles and be prepared to discuss your expectations.
• Red flag: If the company is not willing to provide a clear understanding of the role's responsibilities and expectations, it may be a sign of a lack of transparency or unclear goals.
• Tip: Prepare a portfolio of your work, including examples of financial models, forecasts, and data visualizations, to demonstrate your skills and experience to potential employers.