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

4-6 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

Product Finance

Key skills