Plaid · 10 hours ago
Finance Systems Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
$134K/yr - $238K/yr
10+ years expPlaid is dedicated to empowering financial interactions through innovative tools and experiences. As a Finance Systems Manager, you will oversee and optimize Plaid's finance systems stack, ensuring reliability and compliance while driving automation and innovation across finance operations.
BankingFinancial ServicesFinTech
Responsibilities
Own & Lead the Finance Stack: You will be the primary owner of the finance systems stack—setting strategic direction, prioritizing the roadmap, and remaining hands-on to build and customize within NetSuite. You will oversee the reliability of integrations across the stack—including Numeric, Pigment, Tesorio and Paystand—to enable seamless data flow and high data integrity
Partner Cross-Functionally: You will partner with Accounting, FP&A, Engineering, and RevOps to translate complex business and reporting requirements into scalable, secure technical solutions
Ensure SOX Compliance: You will own the design and execution of SOX-compliant system controls, documentation, and change management in close partnership with Accounting and Audit
Drive Innovation & AI: You will spearhead continuous automation and process improvements, including the strategic adoption of AI-enabled workflows to eliminate manual friction
Team & Vendor Leadership: You will lead, coach, and develop finance systems team members and manage external consultants as needed to ensure high-quality, on-time delivery of the roadmap
Qualification
Required
10 years of experience in financial systems leadership, with deep expertise in system optimization and scaling within a high-growth technology company
Expert-level ability to build within NetSuite, including experience with SuiteScript and complex workflows
A 'high-ownership' project leader who is comfortable challenging the status quo; you take full accountability for the roadmap, driving cross-functional initiatives from requirements to launch with urgency and grit
Exceptional ability to 'speak both languages'—distilling technical complexity into clear strategic choices for senior leadership and stakeholders
Demonstrated success in managing internal talent and external consultants, with a focus on holding third-party partners accountable and driving high-quality outcomes through others
Proven experience maintaining SOX-compliant system controls, including change management, audit trails, and user access, to ensure a high-trust financial environment
Deep experience managing and integrating tools across the finance lifecycle—such as Salesforce for Quote-to-Cash, Numeric for close management and Pigment for FP&A — with NetSuite
Demonstrated ability to evaluate and implement AI-enabled solutions and intelligent automation to modernize financial processes
Experience operating within a publicly traded tech company, bringing architectural discipline and reporting standards for large-scale environments
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 CapitalIndex Ventures,Kleiner Perkins
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
2026-01-25
2026-01-24
Company data provided by crunchbase