Head of Strategic Finance, Product & Engineering

Plaid

Quick summary

Work type
On-site
Location
San Francisco, CANew York, NY
Salary
$210,000–$390,000 / yr
Posted
30 days ago

Market check

Salary context

Above market

How this pay compares to similar roles

Similar $209k
This role $300k
$139k most similar roles pay here $417k

This role pays more than 95% of similar roles. Most pay $170,000–$248,750 — the shaded band above. At the midpoint, this role pays about $300k versus about $209k for comparable roles.

Based on 239 similar postings.

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 98 open roles on FindRole.

Listed pay typically runs $190,800–$262,800 across 98 roles with salary data.

Most-posted roles

View all roles at Plaid

At a glance

TL;DR · Head of Strategic Finance, Product & Engineering

As the Head of EPD Finance at Plaid, you will lead a strategic finance function supporting Engineering, Product, and Design teams, focusing on revenue and gross margin forecasting, resource allocation, and performance tracking. You will work closely with C-level executives to ensure optimal capital deployment and long-range planning, while also building strong cross-functional partnerships across the organization. Your day-to-day involves crafting detailed financial forecasts, optimizing costs, and preparing executive-ready reports for board meetings. Ideal candidates have over 15 years of finance experience in high-growth tech companies, with expertise in product P&L analysis and a player-coach leadership style. Proficiency in analytical tools and strong communication skills are essential, as is the ability to influence senior stakeholders effectively. This role demands deep knowledge of software economics and fintech industry context, making it ideal for those passionate about scaling technology businesses.

What you'll do

  • Build product-level revenue and gross margin forecasts for near-term and long-term planning.
  • Partner with CPO and CTO on capital deployment, including headcount planning and scenario modeling.
  • Own EPD performance tracking and reporting, focusing on high-signal metrics and data hygiene.
  • Provide analytical support and counsel on cross-functional priorities between Product and GTM teams.
  • Synthesize product narrative for quarterly Board meetings, presenting business performance and strategic progress.
  • Define and execute the future-state of the EPD Finance team, hiring and developing high-performing members.

What we're looking for

  • 15+ years of finance experience in management consulting, investment banking, private equity, or strategic finance at a high-growth tech company.
  • Deep expertise in product P&L finance including revenue forecasting and gross margin analysis.
  • Proven ability to lead and develop high-performing finance teams.
  • Strong analytical skills with the capacity for sharp business judgment.
  • Excellent executive presence and communication skills across all levels, including Board-level audiences.
  • Experience partnering with engineering and product leaders preferred.

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