Product Strategic Finance

📋 Description

• Drive P&L forecasting and financial frameworks to guide decisions.
• Maintain Plaid's financial models and analytical models for growth.
• Develop budgets with partners to optimize capital allocation.
• Evaluate growth and investment using TAM, revenue opportunities, unit economics.
• Build and update financial KPIs and dashboards for Exec team.
• Lead special projects to improve financial health and performance.

🎯 Requirements

• 2-3 years in investment banking, PE, VC, strategic finance, FPA, or consulting.
• Passion for financial services innovation in a fast-paced environment.
• Strong analytical, financial modeling, problem-solving and communication skills.
• Collaborate cross-functionally; distill complex issues into structured frameworks.
• A penchant for impact and ownership.
• Knowledge of SQL or a strong desire to learn.

🎁 Benefits

• Equity and/or commission opportunities.
• Medical, dental, vision, and 401(k) benefits.
• Inclusive, equal opportunity employer; accommodations available.
• Candidate Privacy Notice and recruitment disclosures.