Finance Manager, Plaid
Corporate FP&A
$129.6-194.4k
1-5 days a week in office
Data network powering the tools millions of people rely on to live a healthier financial life
Job no longer available
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Job no longer available
$129.6-194.4k
1-5 days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 8+ years of relevant experience with increasing levels of responsibility
- Knowledge of FP&A best practices and experience in efficient process implementation
- A penchant for nurturing trusted cross-functional relationships, influencing decisions at the highest levels, and driving alignment on financial targets
- Experience managing FP&A workstreams and multiple cross-functional timelines
- Expert modeling skills, including buildout of full-company consolidation and operating models
- Understanding of SaaS/Technology business models and metrics; ability to evaluate opportunities and risks in financials
- In-depth knowledge of US GAAP reporting standards and working knowledge of technical accounting best practices
What the job involves
- In this role you will manage Plaid’s consolidated financial model, including designing analytical and financial frameworks to optimize decision-making and enforce accountability
- You will provide our management team, Board, and employees with insights about our performance and how we are tracking towards our company goals
- In addition, you will be highly analytical and strategic, and navigate seamlessly between complex details and the big picture
- Own critical FP&A processes, including: annual planning, recurring outlook updates, and company-wide financial reporting for our leadership team and Board members
- Work with senior leaders as a strategic partner to solve our most pressing business challenges, answer our most urgent financial questions, and manage the investments that fuel continued growth of our business
- Anticipate the future needs of our FP&A team as Plaid grows in scale and complexity. Proactively implement and oversee the systems, processes and infrastructure necessary to ensure timely and accurate financial reporting and forecasting
- Distill our business and cost drivers into KPI scorecards that underpin how we communicate financial performance, plan for growth, and predict the future
- Act as the go-to partner for Business Partners and work collaboratively with these groups to drive continuous improvement of our business processes
- In partnership with Accounting, develop and implement policies and controls needed to ensure proper governance
- Contribute to strategic initiatives as needed
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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