Financial Analyst, Corporate FP&A

Plaid

. Support company-wide financial planning, forecasting, and reporting .

Posted 9/24/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $159,000 - $172,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, including month-end close, variance analysis, and forecasting. Proficient in building financial models and improving processes through automation and simplification.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Month-End CloseVariance AnalysisFinancial ModelingPigment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningForecastingReportingVariance AnalysisFinancial ModelingAccounting PrinciplesProcess ImprovementAutomationData AnalysisBusiness Drivers Understanding

Soft Skills

Clear CommunicationCollaborationAnalytical SkillsCuriosity

Tools & Technologies

PigmentAdaptiveAnaplan

Industry Keywords

Corporate FinanceG&A SupportFinancial ReportingAnnual Planning

About the role

Key responsibilities & impact

Support company-wide financial planning, forecasting, and reporting
Deliver strategic insights to internal and external stakeholders
Align financial goals with business objectives
Perform month-end close, reporting, variance analysis, and forecasting
Support annual planning
Build and maintain financial models
Understand business drivers behind financial results
Improve processes through simplification and automation
Develop systems skills in Pigment
Partner with the systems lead to build models, dashboards, and workflows
Work closely with Finance, Accounting, and business teams

Requirements

What you’ll need

3+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role
Experience with month-end close, reporting, variance analysis, and forecasting
Exposure to annual planning
Working knowledge of accounting principles
Strong analytical skills
Experience building or maintaining financial models
Clear communication and collaborative approach
Curiosity about AI, automation, and process improvements
Interest in developing systems skills
Familiarity with Pigment, Adaptive, Anaplan, or similar FP&A tools is a plus

Benefits

Comp & perks

Equity
Medical insurance
Dental insurance
Vision insurance
401(k)