Plaid · 21 hours ago
Senior Financial Analyst
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BankingFinance
Comp. & BenefitsH1B Sponsor Likely
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Responsibilities
Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth.
Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting as the company evolves.
Build and refine KPI scorecards to communicate performance drivers, inform growth strategies, and support data-driven decision-making.
Collaborate with cross-functional teams to enhance business processes and drive continuous improvement.
Partner with Accounting to support governance and ensure effective application of policies and controls.
Perform ad hoc analyses that influence long-term business planning and decision-making.
Qualification
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Required
5+ years of relevant experience in financial planning and analysis, with a track record of increasing levels of responsibility.
Deep understanding of foundational FP&A processes such as month-end-close, reporting, variance analysis and general storytelling, with proven ability to streamline and implement efficient workflows.
Strong interpersonal skills with a proven ability to build trusted cross-team relationships and deliver actionable insights to support strategic decisions.
Advanced financial modeling skills, including experience with consolidation and operational models.
Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
Attention to detail - ability to get into the details, analyze, and then step back and assess if the output makes sense.
Solid understanding of technical accounting principles.
Benefits
Medical
Dental
Vision
401(k)
Company
Plaid
Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
H1B Sponsorship
Plaid has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (17)
2022 (63)
2021 (44)
2020 (23)
Funding
Current Stage
Late StageTotal Funding
$734.3MKey Investors
Altimeter CapitalGoldman Sachs Investment PartnersSpark Capital
2021-08-17Series D
2021-04-07Series D· $425M
2018-12-11Series C· $250M
Recent News
2024-10-29
Payments Dive
2024-10-29
Crunchbase News
2024-10-23
Company data provided by crunchbase