Senior Financial Analyst, Plaid
$145.2-172.8k
+ Equity
2+ days a week in office
Data network powering the tools millions of people rely on to live a healthier financial life
Be an early applicant
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Be an early applicant
$145.2-172.8k
+ Equity
2+ days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 5+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role, with a track record of increasing scope and responsibility
- “Act like an owner” mindset with end-to-end accountability, proactivity, independence, and comfort in a high-autonomy environment
- Deep understanding of core FP&A processes, including month-end close, reporting, variance analysis, forecasting, annual planning, financial storytelling, and relevant technical accounting principles
- Advanced financial modeling and analytical skills, including experience with consolidation and operational models, paired with the judgment to dive into the details, analyze, and then step back to assess the bigger picture
- Strong business partnership skills, with excellent communication, cross-functional collaboration, and the ability to interface with senior leaders with ease
- AI, automation, and process-improvement mindset, with familiarity using FP&A systems such as Pigment, Adaptive, Anaplan, or similar tools to build scalable and efficient workflows
- 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 recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
What the job involves
- Plaid’s Corporate Finance team leads company-wide financial planning, forecasting, and reporting, delivering strategic insights to internal and external stakeholders. We align financial goals with business objectives to support informed decision-making at the senior leadership and executive levels
- You thrive in a fast-paced, high-growth environment where you can learn quickly across multiple areas
- You are energized by stretching beyond your defined scope, being scrappy, and taking on new challenges
- You enjoy improving processes, automating workflows, and helping teams scale for long-term success
- You want to be a strategic partner to senior leaders by providing insights that shape decisions
- You enjoy advancing the business through thoughtful analysis, strong partnership, and clear financial insights that support better decision-making
- You enjoy collaborating across Finance, Accounting, and business teams
- You are excited to help shape how FP&A uses Pigment at Plaid, learning how to build in the system while also partnering with the systems lead on new cases, board design, and workflows that help FP&A scale
Our take
Plaid builds infrastructure that allows consumers 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 over 12,000 financial institutions in the US, Canada, the UK and Europe. And 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.
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
- Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
- Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
- Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(Co-Founder & CEO)Previously, Zach was a Consultant at Bain and a Research Fellow and Trustee at Duke before co-founding Plaid ion 2012.
Salary benchmarks
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