GTM Strategic Finance

Plaid

Actively hiring Verified listing
New York City Office, US Posted 71 days ago $145,200$172,800 / year

At a glance

AI generated

TL;DR

Plaid’s Strategic Finance team in New York City seeks a seasoned professional to drive financial planning and analysis, supporting the company's strategic goals. This mid-level position involves managing FP&A processes like month-end reporting and forecasting, providing senior leadership with actionable insights through data-driven analyses, and collaborating across departments to optimize capital allocation and sales capacity planning. The ideal candidate will have 5+ years of experience in finance or related fields, strong analytical skills, and the ability to develop scalable financial systems. Proficiency in technical accounting principles and a knack for distilling complex issues into clear frameworks are essential. This role is integral to Plaid’s growth strategy, focusing on high-impact decision-making within a fast-paced environment.

Skills

Excel SQL Python Tableau Snowflake Google Sheets PowerPoint Jira Confluence Asana Trello GitHub Miro Airtable Salesforce MongoDB PostgreSQL AWS Azure GCP CI/CD

What you'll do

  • Support FP&A processes including month-end reporting and forecasting.
  • Provide actionable financial insights to senior leaders for decision-making.
  • Develop systems and tools for accurate, scalable financial reporting.
  • Optimize capital allocation across marketing funnels with cross-functional teams.
  • Maintain and optimize key GTM KPIs for internal and external reporting.

What we're looking for

  • 5+ years of experience in financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
  • Strong analytical and problem-solving skills with proficiency in financial modeling.
  • Ability to develop systems and processes for accurate, scalable, and timely financial reporting.
  • Experience collaborating cross-functionally and distilling complex issues into structured frameworks.
  • Solid understanding of technical accounting principles and a proactive self-starter attitude.
  • Proven track record of providing actionable financial insights and solving key business challenges.

Market check

Salary context

This $145,200–$172,800 range sits above 45% of similar postings on FindRole.

Peer median band

$137,000$190,845

Median floor and ceiling across peers.

Typical midpoint (25–75%)

$132,500$205,625

Middle half of comparable postings.

Based on 235 comparable postings.

* 240 is the maximum number of comparable postings sampled.

Employer

About Plaid

Plaid is a financial technology company that builds a data network powering digital finance applications, enabling consumers to securely connect their financial accounts to apps and services. Industry: Financial Technology & Data Infrastructure

Plaid currently has 127 open roles on FindRole.

Listed pay typically runs $186,000–$262,800 across 127 roles with salary data.

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