Senior Financial Analyst, Corporate Finance and Strategy

What excites us:

• 5+ years of work experience including financial planning & 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

What excites you:

• Own components of Plaid’s 3–5 year long range plan — 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

Compensation and Benefits:

• Additional compensation in the form(s) of equity and/or commission are dependent on the position offered
• Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k)