PlaidNew York, NYJul 22

Product Strategic Finance

Drive P&L forecasting, build financial models and analytical frameworks, evaluate growth opportunities through TAM, unit economics and investment analysis, and deliver insights to leadership at a high-growth fintech company. Requires 2-3 years in IB, PE, VC, strategic finance, FP&A or consulting plus strong modeling and communication skills.

130k – 148k/yr

Hybrid2+ YOEFinance & Accounting

About the role

Responsibilities

Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory
Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals
Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs
Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
Preparing materials to internal and external stakeholders on company performance
Leading special projects by business partnering with various stakeholders to improve financial health of the company
Benchmarking Plaid’s operational and financial metrics against peers
Helping recruit a world-class Strategic Finance team at Plaid

Qualifications

2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment
Strong analytical, financial modeling, problem-solving and communication skills
Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
A penchant for impact and ownership
Knowledge of SQL or strong desire to learn

Skills

Financial ModelingSQLFinancial AnalysisBudgetingUnit EconomicsKPIsbenchmarking

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