Hiring: Product Strategic Finance Company: Plaid Location: New York City Metropolitan Area Job Posted Time: 2026-09-10 11:14:35 Target Skills & Keywords : Financial Planning, SQL About the job Experience: •2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting •3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting Required Skills: •Drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. •You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. •Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory •Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals •Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs •Collaborating with business leaders to provide analytical support and frameworks to optimize decision making •Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency •Preparing materials to internal and external stakeholders on company performance Qualifications: •Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment •Strong analytical, financial modeling, problem-solving and communication skills •Demonstrated capacity to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans •A penchant for impact and ownership •Knowledge of SQL or strong desire to learn Compensation: •$130,000 - $148,000 / 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!