Plaid
Senior Financial Analyst, Corporate Finance & Strategy
$130K–$171K
San Francisco HQ · Hybrid · Senior · Full-time · Posted Sep 23, 2026
- Experience
- 5+ years; financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
About the job
Supports Plaid’s long-term financial strategy through planning, board processes, modeling, forecasting, benchmarking, and capital structure analysis.
What you'll do
- Own parts of the 3–5 year plan, including model design, scenario analysis, and financial targets; lead consolidated cash flow forecasting and forecast reviews.
- Partner on the quarterly Board process, including materials, narrative, and Q&A management.
- Build SBC and equity models, benchmark peers, and support Corp Dev with capital raise and capital structure analysis.
What they ask for
- 5+ years of experience in a listed finance or strategy field.
- Advanced financial modeling experience, including long-range, scenario/sensitivity, or valuation models.
- Strong command of consolidated financial statements and SaaS / fintech operating metrics.
- Excellent executive communication, cross-functional partnering, and ability to structure ambiguous topics into clear recommendations.
Nice to have
- Tech, SaaS, or fintech exposure.
- Experience leveraging AI, automation, and systems thinking to improve financial processes.
Pay
$130K – $171K (currency not stated; pay type not stated)
AI focus
Leverage AI, automation, and systems thinking to improve financial processes and build scalable planning and decision report frameworks.
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