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Senior Financial Analyst, Corporate Finance and Strategy

Plaid · San Francisco HQ

$159k - $173k/yrRemoteSeniorFinanceAll DepartmentsFinancePosted 7 weeks ago
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About this 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, Washington D.C., London and Amsterdam. We are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team - covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: - 5+ years of work experience including 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 an executive-level narrative for senior leaders and the Board. - Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendati

Excerpt from the posting Plaid published. Read the full description on their site before applying.

Skills this posting mentions

AutomationFinancial ModelingStrategic Finance

About Plaid

Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life. Plaid works with thousands of companies like Venmo, SoFi, and Betterment, 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 more than 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.

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