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Plaid

GTM Strategic Finance

Hybrid

Part remote, part office, you need to live within commuting distance of a named location.

Hybrid · New York City Office

Employer listed it 2 months ago · Added 4 days ago

Been open since 2 months ago. Long-running listings are sometimes left up after the role is filled.

Salary

$162,000 to $202,000

Location

Hybrid · New York City Office

Timezone

Not stated

Contract

Full-time

Experience

Senior

Category

Finance

Published by the employer

Remote flexibility

Hybrid

This role is only partly remote, the employer expects time in the office around New York City Office, Seattle Office, San Francisco HQ, Hybrid, so you need to live within commuting distance.

What the employer says

  • Source listing states candidate location: "New York City Office, Seattle Office, San Francisco HQ, Hybrid"
  • Listing mentions "Hybrid"

What Nomaders makes of it

  • Not suitable if you plan to move between countries

The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.

About the role

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

About the team

Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution.

The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization

The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic & financial goals and help inform, articulate, and shape Plaid’s growth trajectory

Role Description

You will drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance.

You will be responsible for FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board.

You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.

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.

Working 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.

Maintaining and optimizing key GTM KPIs that are used for internal and external reporting.

Preparing materials to internal and external stakeholders on company performance, including quarterly Board materials.

Helping 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.

Requirements

  • ·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.

Benefits

No benefits package published with this listing. Ask about it at first interview.

How to apply

  1. 1Check the flexibility label above, hybrid, matches where you plan to live and work.
  2. 2Tailor your CV to the role at Plaid, mentioning your remote working experience.
  3. 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.

Found 5d ago. Last checked 23 Sept. Always confirm the details on the original posting, salary and location can change after publication.

Listing sourced from Company boards.

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$162,000 to $202,000 · You'll be taken to the employer's careers page.