Senior Financial Analyst

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 Corporate Finance 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. What excites us: 5+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role, with a track record of increasing scope and responsibility. “Act like an owner” mindset with end-to-end accountability, proactivity, independence, and comfort in a high-autonomy environment. Deep understanding of core FP&A processes, including month-end close, reporting, variance analysis, forecasting, annual planning, financial storytelling, and relevant technical accounting principles. Advanced financial modeling and analytical skills, including experience with consolidation and operational models, paired with the judgment to dive into the details, analyze, and then step back to assess the bigger picture. Strong business partnership skills, with excellent communication, cross-functional collaboration, and the ability to interface with senior leaders with ease. AI, automation, and process-improvement mindset, with familiarity using FP&A systems such as Pigment, Adaptive, Anaplan, or similar tools to build scalable and efficient workflows. What excites you: You thrive in a fast-pac ed, high-growth environment where you can learn quickly across multiple areas. You are energized by stretching beyond your defined scope, being scrappy, and taking on new challenges. You enjoy improving processes, automating workflows, and helping teams scale for long-term success. You want to be a strategic partner to senior leaders by providing insights that shape decisions. You enjoy advancing the business through thoughtful analysis, strong partnership, and clear financial insights that support better decision-making. You enjoy collaborating across Finance, Accounting, and business teams.