Finance Manager, Corporate FP&A

San Francisco | Full-time

We enable Plaid’s sustainable growth by providing financial insights and raising capital to invest in our business.

At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and 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 11,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Salt Lake City, Washington D.C., London and Amsterdam.

Plaid’s Finance team builds the financial infrastructure to enable sustainable, scalable growth and to ensure attractive long-term economics. Our Financial Planning and Analysis team is quickly expanding to ensure we meet the needs of our rapidly-growing business. We are looking for additional founding FP&A members to build the strategy from the ground up, contribute and create the financial forecasting and reporting for internal and external stakeholders, as well as partner with senior leaders across the company. Core responsibilities will include financial forecasts, targets, annual plan,and Board of Director materials. Additionally, you will be involved in critical projects such as systems implementations, new investment analyses, etc. 

What excites us...

  • 6+ years of experience in rigorous finance organizations demonstrating increasing levels of responsibility
  • Expert modeling skills, including buildout of headcount, full-company operating and financial models
  • Proactive, organized and detail-oriented self-starter who enjoys creating solutions in fast-paced environments
  • Ability to manage multiple tasks simultaneously and prioritize effectively
  • Prior FP&A experience including driver-based planning, forecast and reporting, variance analysis and close activities
  • Ability to build strong business partner relationships, influence decisions, and drive alignment on financial targets
  • Working knowledge of US GAAP 
  • Strong familiarity with Financial Planning systems and experience with Netsuite

What excites you...

  • Opportunity to grow Finance skills, knowledge and gain leadership exposure
  • Partner with the Corporate FP&A Lead on Plaid’s financial forecasting and reporting up to the Senior leadership, Executive team and Board of Directors
  • Act as the go-to partner for Technology and Product teams. Work collaboratively with these groups to drive continuous improvement in initiatives regarding headcount and compensation planning, new product investment, infrastructure and overall company strategy into corresponding financial targets
  • Design monthly and quarterly financial reports and dashboards with actionable insights and KPIs for Plaid’s leadership
  • Proactively lead deep dive analytics and share your insights with relevant stakeholders
  • Contribute to the implementation of systems and processes to scale planning & reporting across teams and geographies
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at
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San Francisco Office

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