Financial Analyst, Plaid
$99.4-125.3k
1-5 days a week in office
Infrastructure and APIs for FinTech
Open for applications
Infrastructure and APIs for FinTech
1001+ employees
Open for applications
$99.4-125.3k
1-5 days a week in office
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- You are highly analytical, and can seamlessly navigate between complex details and the big picture
- 1-3 years of relevant experience in financial planning and analysis
- Basic understanding of foundational FP&A processes such as month-end-close, reporting, variance analysis and general storytelling, with proven ability to streamline and implement efficient workflows
- Demonstrates a strong willingness to learn and adapt, proactively seeking opportunities to expand knowledge and improve analytical skills
- Strong interpersonal skills with a proven ability to build trusted cross-team relationships and deliver actionable insights to support strategic decisions
- Solid financial modeling skills, including knowledge of or experience with consolidation and operational models
- Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment
- Attention to detail. Ability to get into the details, analyze, and then step back and assess if the output makes sense
- Knowledge of or understanding of technical accounting principles
What the job involves
- Plaid’s Financial Planning and Analysis 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
- In this role, you'll support FP&A processes such as month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership / Board
- You will support the development of the R&D expense annual budget and ongoing forecasting processes, including variance analysis and trend identification. (ie AWS, Engineering / Data expenses, etc)
- Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations
- Act as a strategic partner to business leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth
- Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting as the company evolves
- Build and refine KPI scorecards to communicate performance drivers, inform growth strategies, and support data-driven decision-making
- Collaborate with cross-functional teams to enhance business processes and drive continuous improvement
- Partner with Accounting to support governance and ensure effective application of policies and controls
- Perform ad hoc analyses that influence long-term business planning and decision-making
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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