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 optimizing key GTM KPIs that are used for internal and external reporting.
Prepare materials to internal and external stakeholders on company performance, including quarterly Board materials.
Help recruit a world-class Strategic Finance team at Plaid.

5+ 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.

GTM Strategic Finance

Key skills