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Strategic Finance Associate

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Plaid

17d ago

  • Job
    Full-time
    Junior & Mid Level
  • Consulting
    Banking & Finance
  • New York
  • Quick Apply

AI generated summary

  • You need 2-3 years in finance roles, strong analytical and communication skills, a passion for innovation, and knowledge of SQL or a desire to learn. Ownership and collaboration are key.
  • You will maintain financial models, evaluate growth areas, collaborate with leaders, optimize KPIs, prepare performance materials, lead projects, benchmark metrics, and help recruit for the team.

Requirements

  • 2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
  • 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
  • Ability 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

Responsibilities

  • Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory
  • 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
  • Leading special projects by business partnering with various stakeholders to improve financial health of the company
  • Benchmarking Plaid’s operational and financial metrics against peers
  • Helping recruit a world-class Strategic Finance team at Plaid

FAQs

What is the role of a Strategic Finance Associate at Plaid?

The Strategic Finance Associate plays a critical role in shaping Plaid's long-term business strategy and execution, including responsibilities such as maintaining financial models, evaluating growth areas, collaborating with business leaders, and preparing performance materials for stakeholders.

What qualifications are required for this position?

Candidates should have 2-3 years of work experience in investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting. Strong analytical, financial modeling, problem-solving, and communication skills are also required.

What is the salary range for the Strategic Finance Associate role?

The target base salary range for this role is between $99,360 and $125,280 per year, with additional compensation in forms such as equity or commission depending on the position offered.

Is prior experience in financial services innovation important for this role?

Yes, a passion for financial services innovation and the ability to thrive in a fast-paced, high-growth environment is important for success in this role.

Does Plaid provide benefits to its employees?

Yes, Plaid offers a comprehensive benefit plan that includes medical, dental, vision, and 401(k) options.

Is knowledge of SQL required for this position?

While knowledge of SQL is preferred, there is also a strong desire for candidates to learn it, so it is not an absolute requirement.

Are remote work options available for this position?

Yes, Plaid supports remote work in a hybrid format.

How does Plaid approach diversity and inclusion in hiring?

Plaid values diversity and is committed to building a diverse team. They encourage candidates to apply even if their experiences don't fully match the job description and emphasize that strong qualifications can come from both work and lived experiences.

Will I need to collaborate with cross-functional partners in this role?

Yes, collaboration with cross-functional partners is a key responsibility, as you will be required to distill complex issues into structured frameworks and action plans.

Who can I contact if I need accommodations during the application process?

If you need assistance during the application or interview process due to a disability, you can reach out to accommodations@plaid.com for support.

Our mission is to unlock financial freedom for everyone. Join us!

Technology
Industry
5001-10,000
Employees
2013
Founded Year

Mission & Purpose

Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life. Plaid works with thousands of companies like Venmo, SoFi, and Betterment, 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 more than 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.