AP and T&E Analyst, Plaid
$80.3-134.4k
Infrastructure and APIs for FinTech
Be an early applicant
Infrastructure and APIs for FinTech
1001+ employees
Be an early applicant
$80.3-134.4k
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 1-4 years of experience managing T&E and AP in a high growth tech company, with a strong understanding of scalable processes, compliance, and cross-functional collaboration
- 1-4 years of experience working in the accounting function, preferred
- Bachelor’s degree in accounting or related field, preferred
- Excellent analytical and problem-solving abilities
- Proven ability to work independently while collaborating effectively within a team
- Exceptional attention to detail and a high level of accuracy
- High proficiency in Microsoft Excel and/or Google Sheets
- Experience with Brex, NetSuite, Bill.com, Ironclad, preferred
- Strong understanding of travel and expense policies, processes, and compliance requirements, preferred
- Experience communicating finance requirements clearly to non-finance stakeholders, preferred
What the job involves
- We are the Accounting team at Plaid, a high-growth financial services technology company
- Our mission is to ensure accurate financial reporting, maintain strong cash flow management, and support the company’s growth with scalable and efficient processes
- We focus on optimizing AP processes through automation and data-driven decision-making to enhance accuracy, efficiency, and compliance
- Our goal is to support Plaid’s growth by ensuring strong financial controls
- The AP and T&E team manages company payments by processing vendor invoices and employee travel and business expenses
- They ensure accuracy, compliance with company policy, and timely disbursement
- Maintain and enforce T&E policies in line with regional regulations and tax requirements
- Manage flight and hotel programs; support contract negotiations with procurement and EAs
- Oversee corporate card program — issue cards, monitor spend, and handle disputes
- Review and process employee expenses for accuracy and policy compliance
- Act as T&E point of contact; monitor communication channels
- Provide employee support on travel and expense procedures
- Continuously improve processes and adapt platform based on feedback and business needs
- Collaborate with business and finance teams on budgeting, fund allocation, and program rollout
- Receive and review invoices; validate against contracts, terms, and vendor profiles
- Assist with International and US payment runs and maintain direct communication with vendors
- Resolve invoice discrepancies and respond to payment-related inquiries
- Work cross-functionally with Procurement and FP&A for coding and data accuracy
- Reconcile key AP accounts for close activities and maintain records
- Identify process efficiencies; document workflows to support scalable AP operations
Our take
Plaid builds infrastructure that allows a consumer to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with 12,000 financial institutions in the US, Canada, the UK and Europe. About a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs). The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts.
This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2025
$575m
LATE VC
Apr 2021
$425m
SERIES D
Total funding: $1.3bn
Company benefits
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
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