Product Strategic Finance
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-24
Listing for:
Plaid Inc
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Corporate Finance, Financial Consultant, Financial Analyst, Financial Manager
Job Description & How to Apply Below
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.
Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. We support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory. As a Strategic Finance Associate, you will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance.
You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.## Responsibilities
* Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory
* Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals
* Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs
* Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
* Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
* Preparing materials to internal and external stakeholders on company performance
* Leading special projects by business partnering with various stakeholders to improve financial health of the company
* Benchmarking Plaid’s operational and financial metrics against peers
* Helping recruit a world-class Strategic Finance team at Plaid## Qualifications
* 4-6 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
* Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment
* Strong analytical, financial modeling, problem-solving and communication skills
* Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
* A penchant for impact and ownership
* Knowledge of SQL or strong desire to learn
The target base salary for this position ranges from $138,800/year to $187,200/year in Zone 1. The target base salary will vary based on the job's location.
Our geographic zones are as follows:
Zone 1 - New York City and San Francisco Bay Area Zone 2 - Los Angeles, Seattle, Washington D.C.Zone 3 - Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego Zone 4 - Raleigh-Durham and all other US cities
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We…
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