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Plaid

Strategic Finance, GTM & Revenue

Plaid

. Own core pieces of Plaid’s top-line revenue forecast .

Posted 10/9/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $130,000 - $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 modeling, revenue forecasting, and data analysis, with a strong ability to translate complex data into actionable insights. Proven track record in building cross-functional relationships and driving alignment on financial targets within high-growth technology environments.

Highest-signal resume keywords
Financial ModelingRevenue ForecastingSQL ProficiencyData AnalysisCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ModelingData AnalysisRevenue ForecastingQuantitative AnalysisKPI Reporting
Soft Skills
Communication SkillsPresentation SkillsProblem-Solving
Tools & Technologies
SQLPigmentTableauFP&A ToolsBI Tools
Industry Keywords
Investment BankingPrivate EquityManagement ConsultingStrategic FinanceGTM Organization

Tech Stack

Tools & technologies
SQLTableau

About the role

Key responsibilities & impact
  • Own core pieces of Plaid’s top-line revenue forecast
  • Build and refine models and processes that produce accurate, forward-looking revenue forecasts
  • Analyze internal data and external market and macro factors to explain revenue drivers and assess growth health and durability
  • Improve forecasting processes to make them more automated and scalable
  • Partner day-to-day with the GTM organization to turn forecasting and analytics into actionable planning insights
  • Own recurring KPI and variance reporting for key stakeholders, including dashboards and quarterly Board materials
  • Surface risks and opportunities early
  • Help recruit and grow a strong Strategic Finance team at Plaid

Requirements

What you’ll need
  • 4–6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance
  • Ideally, experience at a high-growth technology company
  • Strong quantitative and analytical mindset
  • Ability to work directly with large datasets via SQL, AI tools, or both
  • Ability to build and validate financial models and workflows
  • Strong financial modeling, communication, and presentation skills
  • Ability to work through moderately complex, ambiguous problems and distill them into structured frameworks and actionable insights
  • Demonstrated ability to build trusted cross-functional relationships and drive alignment on financial targets
  • Proficiency with core financial and GTM systems
  • Pigment, Tableau, or similar FP&A/BI tool experience is a plus

Benefits

Comp & perks
  • Equity
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Reasonable accommodations for candidates with disabilities
  • Additional compensation may include commission, depending on the position