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Plaid is seeking a Senior Financial Analyst to join the Corporate Finance team, which serves as the strategic, externally-oriented arm focused on board processes, long-range planning, capital structure, stock-based compensation (SBC) and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, leadership, the Board, Corporate Development, and Accounting on decisions that shape Plaid's long-term financial trajectory.
Key responsibilities include:
- Owning components of Plaid's 3–5 year long-range plan, including model design, scenario analysis, and translation of company strategy into financial targets
- Partnering on end-to-end project management of the quarterly Board process, including framework development, narrative ownership, materials build, and Q&A management
- Building and operationalizing SBC and equity modeling, incorporating headcount growth, grant cadence, forfeitures, and refresh cycles, and tying SBC into the path to GAAP profitability, EBITDA, and margin analysis
- Leading consolidated cash flow forecasting and contingency/management reserve strategy, and running total company forecast reviews against company targets
- Driving external benchmarking against peer companies on key financial and non-financial metrics, and building analytical foundations that inform long-term capital and operating decisions
- Partnering with Corporate Development on capital raise activities, including pro-forma reporting, forecasting, and capital structure analysis
- Performing ad hoc analyses that influence long-term business planning and decision-making
About Plaid: Founded in 2013 and headquartered in San Francisco, Plaid powers the financial connectivity layer for thousands of developers and millions of users. The company works with major platforms like Venmo, SoFi, Fortune 500 companies, and leading banks. Plaid's network covers 12,000 financial institutions across the US, Canada, UK, and Europe. The company has offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
Requirements:
- 5+ years of work experience in financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting—ideally with tech, SaaS, or fintech exposure
- Advanced financial modeling skills with hands-on experience building long-range, scenario/sensitivity, or valuation models
- Strong command of consolidated financial statements, key SaaS/fintech operating metrics, and external benchmarking
- Excellent communication and storytelling skills—able to move fluidly between granular model detail and executive-level narratives for senior leaders and the Board
- Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations
- Proactive self-starter with intellectual curiosity, a can-do attitude, and ability to thrive in a high-autonomy, fast-paced environment
- Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks
