Senior Financial Analyst (Corporate Finance & Strategy)

Plaid

United States Posted October 10, 2026

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On-site Full-time Senior
Salary Range

$130,000 - $148,000

Job Description

Join Plaid, a leading fintech company, as a Senior Financial Analyst in the Corporate Finance team. In this strategic role, you will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting to shape Plaid's long-term financial trajectory. You will own components of Plaid's 3-5 year long range plan, lead consolidated cash flow forecasting, drive external benchmarking, and partner with Corp Dev on capital raise activities. The position offers vibrant office locations, competitive pay, comprehensive health benefits, and various lifestyle perks.

  • Posséder des compétences avancées en modélisation financière, y compris la conception de modèles, l'analyse de scénarios et la traduction de la stratégie de l'entreprise en objectifs financiers.
  • Diriger la prévision des flux de trésorerie consolidés et la stratégie de réserve de gestion, et diriger les examens des prévisions de l'entreprise par rapport aux objectifs de l'entreprise.
  • Collaborer avec le développement d'entreprise sur les activités de levée de fonds, y compris le reporting pro forma, les prévisions et l'analyse de la structure du capital.
  • Passion for leveraging AI, automation, and systems thinking to drive operational excellence, improve financial processes, and build scalable planning and decision report frameworks
  • Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations
  • Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models
  • Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board
  • 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
  • Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy, fast-paced environment
  • Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking
  • 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
financial analysis corporate finance leadership accounting forecasting financial modeling valuation communication private equity
How to apply

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