GTM Strategic Finance
Drive FP&A processes, forecasting, and financial insights for Plaid's GTM organization. Partner with leadership on strategic decisions, capital allocation, sales planning, and KPI optimization. Requires 6-8+ years in finance, strong modeling and analytical skills.
About the job
Responsibilities
- 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 for internal and external stakeholders on company performance, including quarterly Board materials.
- Help recruit a world-class Strategic Finance team at Plaid.
Qualifications
- 6-8+ years of work experience including financial planning & 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.
Skills
Financial Modeling, FP&A, Forecasting, Variance Analysis, Financial Reporting, Strategic Finance, Investment Evaluation, Capital Allocation, Sales Capacity Planning, Commissions Forecasting, Gtm Kpis, Board Presentations
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