Financial Analyst - Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, 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 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

Plaid’s Financial Planning and Analysis team leads company-wide financial planning, forecasting, and reporting, delivering strategic insights to internal and external stakeholders. We align financial goals with business objectives to support informed decision-making at the senior leadership and executive levels.

In this role, you'll support FP&A processes such as month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership / Board. You will support the development of the R&D expense annual budget and ongoing forecasting processes, including variance analysis and trend identification. (ie. AWS, Engineering / Data expenses, etc). You are highly analytical, and can seamlessly navigate between complex details and the big picture.

Last updated: 18 hours ago

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