Treasury Manager, Plaid
$100.3-198k
Offers Equity
1-5 days a week in office (1098 Harrison Street, SF)
Data network powering the tools millions of people rely on to live a healthier financial life
Open for applications
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Open for applications
$100.3-198k
Offers Equity
1-5 days a week in office (1098 Harrison Street, SF)
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 6-8 years of experience in treasury, preferably in publicly traded fintech, tech, or high-growth environments
- Experience managing multi-entity, multi-currency treasury operations
- High attention to detail and integrity — this role owns high-stakes financial operations with little margin for error
- Self-starter who can build structure and processes from scratch with minimal direction
- Strong cross-functional collaborator; able to partner effectively with Accounting, CorpFin, and Product
- Clear communicator who can distill complex treasury topics for senior stakeholders
- Bias toward automation and continuous improvement — comfortable adopting AI tools to drive better outcomes
- Experience with Treasury Management System
- Experience with ACH/payment product banking infrastructure and customer funds management (preferred)
- Familiarity with NetSuite or equivalent ERP systems (preferred)
- Experience managing a corporate insurance program (preferred)
- Background in debt operations and capital planning (preferred)
- 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
- The Treasury team manages Plaid’s global treasury operations, cash management, investment and banking relationships
- You will be responsible for maintaining liquidity across multi-currency bank accounts, protecting company assets through robust treasury controls, and enabling strategic cash management to support Plaid’s growth and public company readiness
- We’re looking for a Treasury Manager to own and scale Plaid’s global treasury operations
- This role will drive liquidity management, investment strategy execution, and banking infrastructure across multiple entities and currencies
- You will operate as a key partner to Accounting, CorpFin, and Product, ensuring strong controls while building scalable, automated treasury systems
- Own global treasury operations, including daily cash positioning, liquidity management, debt operations, fraud prevention, and banking relationship management
- Own short- and long-term cash forecasting; partner with CorpFin to improve accuracy, analyze variances, and deliver insights to senior leadership
- Manage the investment portfolio in compliance with Plaid's investment policy; optimize yield and bank fees to improve overall treasury efficiency
- Lead intercompany funding strategy and oversee treasury transactions, FX exposure management, and hedging across global entities
- Own treasury-related month-end close activities and partner closely with Accounting to ensure accurate and timely close
- Develop and enforce treasury process standards, internal controls, and regulatory compliance measures
- Drive process improvements across treasury workflows leveraging AI, automation, and next-generation treasury management systems to reduce manual intervention and enable real-time operations
- Partner with the Product team on ACH and funds transfer related product initiatives, including customer funds management
- Manage the corporate insurance program, including renewals, coverage assessments, and broker relationships
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.
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