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Senior Financial Analyst (Corporate Finance and Strategy)

Plaid · United States

External listingfull-timeabout 2 months ago

About The Role

Join Plaid as a Senior Financial Analyst in the Corporate Finance team. You will work closely with the CFO, Leadership, the Board, Corp Dev, and Accounting to shape Plaid's long-term financial trajectory. Your responsibilities will include owning components of Plaid's long-range plan, managing the quarterly Board process, building and operationalizing SBC and equity modeling, leading cash flow forecasting, driving external benchmarking, partnering with Corp Dev on capital raise activities, and performing ad hoc analyses.

  • Posséder des compétences avancées en modélisation financière, y compris la construction de modèles à long terme, de scénarios/sensibilités ou d'évaluation.
  • Collaborer avec le CFO, la direction, le conseil d'administration, le développement d'entreprise et la comptabilité sur les décisions qui façonnent la trajectoire financière à long terme de l'entreprise.
  • Diriger la prévision des flux de trésorerie consolidés et la stratégie de réserve de gestion, et effectuer des analyses ad hoc qui influencent la planification et la prise de décision à long terme.
  • Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking
  • Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board
  • Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations
  • 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure
  • Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models
  • Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks
  • Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment

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