Financial Analyst, Corporate (FP&A)

San Francisco /
Finance – Finance /
At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and 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 11,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Salt Lake City, Washington D.C., London and Amsterdam.

Plaid’s Finance team builds the financial infrastructure to enable sustainable, scalable growth and to ensure attractive long-term economics. Our Financial Planning and Analysis team is quickly expanding to ensure we meet the needs of our rapidly-growing business. We are looking for additional founding FP&A members to build the strategy from the ground up, contribute and create the financial forecasting and reporting for internal and external stakeholders, as well as partner with senior leaders across the company. Core responsibilities will include financial forecasts, targets, annual plan,and Board of Director materials. Additionally, you will be involved in critical projects such as systems implementations, new investment analyses, etc.

What excites us…

    • 2+ years of experience in rigorous finance organizations 
    • Proactive, organized and detail-oriented self-starter who enjoys creating solutions in fast-paced environments
    • Ability to manage multiple tasks simultaneously and prioritize effectively
    • Prior Finance experience including driver-based planning, forecast and reporting, variance analysis and close activities
    • Ability to build strong business partner relationships, influence decisions, and drive alignment on financial targets
    • Experience in 
    • Working knowledge of Accounting principles and best practices
    • Expert modeling skills and desire to continue to develop further knowledge-base
    • Familiarity with Financial Planning systems and experience with Netsuite

What excites you...

    • Opportunity to grow Finance skills, knowledge and gain leadership exposure
    • Establish key FP&A workflows and partnerships within the company
    • Act as the go-to FP&A partner for designated functions to drive continuous improvement in initiatives and translate company strategy into actionable financial targets 
    • Work collaboratively with business partners, key stakeholders and the FP&A team to assist in building a bottoms-up financial forecast / plan with key assumptions and financial performance metrics reporting up to the Senior leadership, Executive team and Board of Directors
    • Proactively design and update financial reports and dashboards with insights and KPIs for stakeholders
    • Run ad-hoc analyses for cross functional leaders and management
    • Continuously look to increase efficiency through process automation, contribute to the implementation of systems and processes to scale planning & reporting
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at