Hiring: GTM Strategic Finance Company: Plaid Location: New York City Metropolitan Area Job Posted Time: 2026-09-10 11:14:35 Target Skills & Keywords : Financial Planning About the job Experience: •8+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting. Required Skills: •Drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance. •FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board. •You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. •Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations. •Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth. •Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting. •Working cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels. •Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting. Qualifications: •6-8+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting. •Strong analytical, financial modeling, problem-solving and communication skills. •Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment. •Demonstrated capacity to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans. •Solid understanding of technical accounting principles. •A penchant for impact and ownership Compensation: •$162,000 - $202,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!