# Senior Financial Analyst, Corporate Finance and Strategy

**Company:** [Plaid](https://hotfix.jobs/companies/plaid)
**Location:** San Francisco, CA, New York, NY
**Role:** Finance & Accounting
**Salary:** $159k – $173k/yr
**Experience:** 5+ years
**Skills:** Financial Planning & Analysis, Corporate Finance, Investment Banking, Private Equity, Strategic Finance, Management Consulting, Financial Modeling, Long Range Planning, Scenario Analysis, Valuation Modeling, Consolidated Financial Statements, SaaS Metrics, Fintech Metrics, External Benchmarking, Board Reporting
**Posted:** 2026-06-10

> Senior Financial Analyst on the Corporate Finance team responsible for long-range planning, board process management, SBC/equity modeling, cash flow forecasting, and capital structure analysis. Partners with CFO, Board, and Corp Dev on enterprise financial strategy.

## Job Description

## 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)

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