Senior Financial Analyst, Corporate Finance and Strategy

About the Role

The Corporate Finance team is the strategic, externally-oriented arm of the finance organization, covering the board process, long-range planning, capital structure, and enterprise-level financial strategy. You will work closely with the CFO, leadership, the board, corporate development, and accounting teams to drive decision-making and shape the company's financial future.

Plaid is a fintech company that empowers financial freedom for everyone. With a network of 12,000 financial institutions across the US, Canada, UK, and Europe, Plaid is a leader in the fintech industry. This role is an exciting opportunity to join a company that is driving innovation and growth in the financial sector.

What You Will Do

• Own components of Plaid's 3-5 year long-range plan, including model design, scenario analysis, and translation of company strategy into financial targets.
• Partner on end-to-end PMO of the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management.
• Build and operationalize SBC and equity modeling, incorporating HC growth, grant cadence, forfeitures, and refresh cycles, and tie SBC into the path to GAAP profitability, EBITDA, and margin analysis.
• Lead consolidated cash flow forecasting and contingency / management reserve strategy, and run total company forecast reviews against company targets.
• Drive external benchmarking against peer companies on key financial and non-financial metrics, and build the analytical foundations that inform long-term capital and operating decisions.
• Partner with Corp Dev on capital raise activities, including pro-forma reporting, forecasting, and capital structure analysis.
• Perform ad hoc analyses that influence long-term business planning and decision-making.
• Collaborate with cross-functional teams, including accounting, corporate development, and product, to drive business outcomes.
• Develop and maintain complex financial models to inform business decisions.
• Analyze data to identify trends, opportunities, and risks, and provide recommendations to senior leaders.

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, ideally with tech, SaaS, or fintech exposure.
• Advanced financial modeling skills, with hands-on experience building long-range, scenario/sensitivity, or valuation models.
• Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking.
• Excellent communication and storytelling skills, able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board.
• Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations.
• Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment.
• Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks.
• Strong analytical and problem-solving skills, with the ability to analyze complex data sets and provide insights to inform business decisions.
• Experience with financial planning and analysis tools, such as Excel, and financial modeling software.

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 the CFA or FP&A certification.

Benefits and Perks

• Competitive salary and equity package.
• Comprehensive health, dental, and vision insurance.
• 401(k) matching program.
• Generous paid time off and holiday package.
• Flexible work arrangements, including remote work options.
• Professional development opportunities, including training and education programs.
• Access to cutting-edge technology and tools.
• Collaborative and dynamic work environment.
• Opportunities for career growth and advancement.

• Make sure to highlight your advanced financial modeling skills and experience with tools like Excel in your application.
• Be prepared to showcase your ability to communicate complex financial concepts to non-technical stakeholders.
• Research Plaid's financial trajectory and be prepared to discuss your thoughts on the company's long-term financial strategy.
• Emphasize your passion for fintech and your experience working in the industry.
• Be prepared to walk through your experience with financial planning and analysis, and how you've applied your skills in previous roles.
• Don't be afraid to ask questions about the company culture and values during the interview process.
• Show enthusiasm for the company's mission and vision, and be prepared to discuss how you can contribute to its success.