Strategic Finance Associate - Plaid

Job Title: Strategic Finance Associate
Job Location: New York
Job Listing URL: https://jobs.lever.co/plaid/aeb3f1d3-d285-4f1c-9a96-a06d8eae899c
Job Description: We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organizationThe Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory.

You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.
Responsibilities
Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory
Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs
Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
Preparing materials to internal and external stakeholders on company performance
Leading special projects by business partnering with various stakeholders to improve financial health of the company
Benchmarking Plaid’s operational and financial metrics against peers
Helping recruit a world-class Strategic Finance team at Plaid
Qualifications
2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment
Strong analytical, financial modeling, problem-solving and communication skills
Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
A penchant for impact and ownership
Knowledge of SQL or strong desire to learn