Senior Financial Analyst @ Plaid | Jobright.ai
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Plaid · 21 hours ago

Senior Financial Analyst

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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningVariance AnalysisFinancial ReportingFinancial ModelingTechnical AccountingProcess ImprovementCross-functional Collaboration

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 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 Stage
Total Funding
$734.3M
Key Investors
Altimeter CapitalGoldman Sachs Investment PartnersSpark Capital
2021-08-17Series D
2021-04-07Series D· $425M
2018-12-11Series C· $250M

Leadership Team

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Zachary Perret
CEO & Co-Founder
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Jean-Denis Greze
CTO
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Company data provided by crunchbase
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