Senior Financial Analyst, Corporate Finance – Strategy

Plaid

. Join Plaid’s Corporate Finance team as the strategic, externally oriented arm of the team .

Posted 9/23/2026full-timeSan Francisco • California • United StatesSenior💰 $159,000 - $172,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced financial modeling skills and a strong command of consolidated financial statements, with the ability to partner cross-functionally and distill complex topics into clear recommendations. Proficient in building long-range plans and conducting scenario analysis to inform strategic financial decisions.

Highest-signal resume keywords

Financial Planning & AnalysisAdvanced Financial ModelingSaaS/Fintech Operating MetricsCross-Functional CollaborationCommunication & Storytelling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingScenario AnalysisValuation ModelsConsolidated Financial StatementsCash Flow ForecastingEBITDA AnalysisEquity ModelingCapital Structure AnalysisAd Hoc AnalysisBenchmarking

Soft Skills

Excellent CommunicationProactive Self-StarterIntellectual CuriosityCan-Do AttitudeAbility to Thrive in Fast-Paced Environment

Tools & Technologies

AIAutomationSystems Thinking

Industry Keywords

Corporate FinanceInvestment BankingPrivate EquityStrategic FinanceManagement ConsultingTechSaaSFintech

About the role

Key responsibilities & impact

Join Plaid’s Corporate Finance team as the strategic, externally oriented arm of the team
Own components of Plaid’s 3–5 year long-range plan, including model design, scenario analysis, and translating company strategy into financial targets
Partner on the end-to-end PMO of the quarterly Board process, including framework development, narrative ownership, materials building, and Q&A management
Build and operationalize SBC and equity modeling incorporating headcount growth, grant cadence, forfeitures, and refresh cycles
Tie SBC into the path to GAAP profitability, EBITDA, and margin analysis
Lead consolidated cash flow forecasting and contingency/management reserve strategy
Run total-company forecast reviews against company targets
Drive external benchmarking against peer companies on key financial and non-financial metrics
Build analytical foundations informing long-term capital and operating decisions
Partner with Corporate Development on capital raise activities, including pro forma reporting, forecasting, and capital structure analysis
Perform ad hoc analyses influencing long-term business planning and decision-making
Partner with the CFO, leadership, Board, Corporate Development, and Accounting

Requirements

What you’ll need

5+ years of work experience in financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting
Tech, SaaS, or fintech exposure ideally
Advanced financial modeling skills
Hands-on experience building long-range, scenario/sensitivity, or valuation models
Strong command of consolidated financial statements
Knowledge of key SaaS/fintech operating metrics and external benchmarking
Excellent communication and storytelling skills
Ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations
Proactive self-starter with intellectual curiosity and a can-do attitude
Ability to thrive in a high-autonomy, fast-paced environment
Interest in leveraging AI, automation, and systems thinking
Ability to work from the Plaid office associated with the role at least 3 days per week, with or without reasonable accommodation
Immigration-related support or sponsorship requirements must be disclosed in the application

Benefits

Comp & perks

Equity and/or commission, dependent on the position offered
Medical insurance
Dental insurance
Vision insurance
401(k)
Reasonable accommodations for candidates with disabilities
Hybrid work arrangement