Plaid · 10 hours ago
Product Strategic Finance
New York, NY
Full-time
Onsite
Mid Level
$139K/yr - $187K/yr
4+ years expPlaid is a company dedicated to empowering financial interactions through innovative tools and experiences. As a Strategic Finance Associate, you will drive financial initiatives, maintain financial models, and provide insights to support the company's growth strategy.
BankingFinancial ServicesFinTech
Responsibilities
Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory
Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals
Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs
Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
Preparing materials to internal and external stakeholders on company performance
Leading special projects by business partnering with various stakeholders to improve financial health of the company
Benchmarking Plaid’s operational and financial metrics against peers
Helping recruit a world-class Strategic Finance team at Plaid
Qualification
Required
4-6 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment
Strong analytical, financial modeling, problem-solving and communication skills
Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
A penchant for impact and ownership
Knowledge of SQL or strong desire to learn
Company
Plaid
Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.
501-1000 employees
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
2025 (41)
2024 (41)
2023 (42)
2022 (53)
2021 (30)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$1.31BKey Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown
Leadership Team
Zachary Perret
Co-Founder & CEO
Eric Sager
COO
Recent News
Index Ventures
2026-01-02
Spark Capital
2025-12-31
2025-12-31
Company data provided by crunchbase