Strategic Finance (GTM & Revenue)

Plaid

United States Posted October 15, 2026

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On-site Full-time Senior
Salary Range

$130,000 - $172,000

Job Description

Join Plaid's Strategic Finance team, where you'll play a critical role in shaping the company's long-term business strategy and execution. You'll own core pieces of Plaid's top-line revenue forecast, analyze internal data and external market factors, and partner with the GTM organization to turn insights into actionable plans. You'll also be responsible for recurring KPI and variance reporting, and help recruit and grow a strong Strategic Finance team at Plaid.

  • Posséder des éléments clés de la prévision des revenus de Plaid, en construisant et en affinant les modèles et les processus.
  • Travailler en collaboration avec l'organisation GTM pour transformer l'analyse en informations exploitables.
  • Assumer la responsabilité des rapports KPI récurrents et de la cadence de reporting des écarts pour les parties prenantes clés.
  • You are highly analytical and quantitative, comfortable building bottom-up from raw data as well as using Plaid's existing tools and dashboards to sanity-check the picture, and skilled at moving between complex modeling detail and the bigger picture it tells
  • 4-6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance, ideally including time at a high-growth technology company
  • Comfortable working through moderately complex, ambiguous problems, distilling them into structured frameworks and actionable insights, with good judgment about when to loop in a manager or teammate rather than push forward alone
  • Proficiency with core financial and GTM systems; Pigment, Tableau, or similar FP&A/BI tool experience is a plus
  • Demonstrated ability to build trusted cross-functional relationships and drive alignment on financial targets
  • Strong financial modeling, communication, and presentation skills
  • Strong quantitative and analytical mindset, with the data fluency to work directly with large datasets (via SQL, AI tools, or both) and the judgment to build and validate financial models and workflows using them
  • 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!
Required Skills
go-to-market business strategy KPIs collaboration private equity FP&A Tableau cross-functional collaboration financial modeling communication presentation skills SQL
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