# Product Strategic Finance

**Company:** [Plaid](https://hotfix.jobs/companies/plaid)
**Location:** New York, NY, San Francisco, CA
**Role:** Finance & Accounting
**Salary:** $130k – $148k/yr
**Experience:** 2+ years
**Skills:** Financial Modeling, SQL, Financial Analysis, Budgeting, Unit Economics, KPIs, benchmarking
**Posted:** 2026-07-22

> 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.

## Job Description

## 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

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