Head of Strategic Finance, Product & Engineering

About the Role

What You Will Do

• Develop product-level revenue and gross margin forecasts that accurately predict Plaid's topline performance in the near and mid-term
• Construct long-term forecasts that balance bottoms-up and top-down methodologies to help size Plaid's commercial opportunity 3–5 years into the future
• Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling, and scenario planning
• Identify opportunities to optimize COGS and opex in ways that increase velocity, while remaining disciplined on costs
• Own EPD performance tracking and reporting, ensuring focus on the highest-signal metrics, including service delivery to customers
• Partner with Data teams on data hygiene, timeliness, and granularity needed to inform decisions across EPD and the broader business
• Build trusted relationships across the company, acting as connective tissue between EPD and the rest of the business
• Own the Product narrative for quarterly Board meetings, synthesizing business performance, strategic progress, and forward-looking perspective into compelling, executive-ready materials
• Define the future-state of the EPD Finance team and execute against it, hiring, developing, and leading a high-performing team

What We Are Looking For

• 15+ years of experience in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth technology company
• Deep fluency in product P&L finance, with the ability to move fluidly between product-level revenue forecasting, gross margin analysis, headcount and capacity planning, and software economics
• Exceptional analytical rigor paired with sharp business judgment, with the ability to know when to prioritize metrics and optimize costs
• Experience working with cross-functional teams, including Engineering, Product, Design, and Data
• Strong communication and interpersonal skills, with the ability to build trusted relationships across the company
• Ability to work in a fast-paced, dynamic environment, with a strong sense of adaptability and flexibility
• Strong understanding of financial planning and analysis, with experience developing and managing budgets
• Experience with financial modeling and forecasting, with the ability to develop and maintain complex financial models

Nice to Have

• Experience working in the fintech industry, with a deep understanding of financial services and technology
• Knowledge of GTM strategies and tactics, with experience driving business growth through go-to-market planning
• Experience working with data analytics tools, such as Tableau or Power BI
• Certification in finance or accounting, such as a CPA or CFA

Benefits and Perks

• Competitive salary and equity package
• Comprehensive health insurance, including medical, dental, and vision
• 401(k) matching program, with a generous company match
• Flexible PTO policy, with a minimum of 15 days per year
• Remote work stipend, to support remote work arrangements
• Professional development opportunities, including training and conference sponsorships
• Access to a network of experienced professionals, with opportunities for mentorship and growth

• Develop a deep understanding of Plaid's business model and financials, including its revenue streams and cost structure
• Prepare examples of your experience working with cross-functional teams, including Engineering, Product, and Design
• Review Plaid's product offerings and be prepared to discuss how you would drive business growth through financial planning and analysis
• Emphasize your ability to work in a fast-paced, dynamic environment, with a strong sense of adaptability and flexibility
• Be prepared to discuss your experience working with data analytics tools, such as Tableau or Power BI
• Develop a portfolio of your work, including examples of financial models and forecasts you have developed