Plaid
GTM Strategic Finance
$162K–$202K
New York City Office +2 · Hybrid · Full-time · Posted Jul 22, 2026
- Location
- New York City Office
Seattle Office
San Francisco HQ - Experience
- 6-8+ years in financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
About the job
Leads GTM strategic finance and FP&A work, providing forecasts, performance insights, and financial planning support to guide Plaid’s business decisions and growth.
What you'll do
- Manage month-end reporting, recurring forecasts, variance analysis, and financial reporting for senior leaders and the Board.
- Partner with marketing, sales, Revenue Operations, and Accounting on capital allocation, sales capacity planning, commissions forecasting, and GTM KPIs.
- Develop scalable reporting and forecasting processes, evaluate investments, and provide actionable insights to senior leaders.
What they ask for
- Strong analytical, financial modeling, problem-solving, and communication skills.
- Ability to collaborate across functions and turn complex issues into structured frameworks and action plans.
- Solid understanding of technical accounting principles.
- Proactive, self-starting approach and ability to thrive in a high-autonomy environment.
Pay
$162K – $202K USD base salary
Model-written summary · the original posting is authoritative