Plaid07/22/2026

GTM Strategic Finance

Salary not specified
MARKET
12,375median for this role
IT Support / Helpdesk · 65 jobs with disclosed pay
5,714half of the offers: 8,583–16,667145,833
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Responsibilities

  • 01Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations
  • 02Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth
  • 03Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting
  • 04Working cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels
  • 05Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting
  • 06Maintaining and optimizing key GTM KPIs that are used for internal and external reporting
  • 07Preparing materials to internal and external stakeholders on company performance, including quarterly Board materials
  • 08Helping recruit a world-class Strategic Finance team at Plaid

Requirements

  • 016-8+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting
  • 02Strong analytical, financial modeling, problem-solving and communication skills
  • 03Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment
  • 04Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
  • 05Solid understanding of technical accounting principles
  • 06A penchant for impact and ownership

What we offer

  • 01Additional compensation in the form(s) of equity and/or commission are dependent on the position offered
  • 02Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k)
  • 03Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location