Strategic Finance Lead, Product & Engineering

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. Role Description We are seeking a Strategic Finance Lead to serve as a key partner to Plaid’s Engineering and Product organization. This person will own product-level revenue and gross margin forecasting, as well as the analytical frameworks that guide how Plaid deploys capital and allocates resources across these areas. As the Strategic Finance Lead, Product & Engineering, you will lead the finance partnership for a set of critical product areas, working directly with the relevant Product and Engineering leaders. Responsibilities Product-Level Forecasting. Own revenue and gross margin forecasts for your product areas, balancing bottom-up builds with top-down sanity checks to arrive at the most robust point of view. Resource Allocation & Capacity Planning. Partner with Product and Engineering leaders on headcount planning, roadmap-based capacity forecasting, and OpEx discipline, surfacing and supporting the resolution of trade-offs. Performance Visibility. Own the recurring reporting cadence for your product areas, including KPI tracking, variance analysis, and the early identification of risks and opportunities. Cross-Functional Partnership. Serve as the primary finance partner to Product and Engineering leaders in your areas, and coordinate with GTM Finance on go-to-market approach, targets and economics. Board & Executive Materials. Contribute analysis and narrative to the quarterly Board deck and ad hoc strategic reviews. Mentorship. Mentor junior members of the Strategic Finance team in financial modeling, analytical rigor, and stakeholder management. Qualifications 8+ years of experience in FP&A, strategic finance, management consulting, investment banking, or private equity, including direct exposure to product or engineering finance at a high-growth technology company.