Senior Financial Analyst, Corporate Finance & Strategy

📋 Description

• Own components of Plaid’s 3–5 year long range plan — model design, scenario analysis, and
• Partner on end-to-end PMO of the quarterly Board process, including framework development
• Build and operationalize SBC and equity modeling, incorporating HC growth, grant cadence
• Lead consolidated cash flow forecasting and contingency / management reserve strategy, and run
• Drive external benchmarking against peer companies on key financial and non-financial metrics, and
• Partner with Corp Dev on capital raise activities, including pro-forma reporting, forecasting, and

🎯 Requirements

• 5+ years of work experience including financial planning & analysis, corporate finance
• Advanced financial modeling skills, with hands-on experience building long range
• Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and
• Excellent communication and storytelling skills — able to move fluidly between granular model
• Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured
• Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in

🎁 Benefits

• Other
• Physical Health
• Equity
• 401k
• Retirement
• Dental