Hybrid Product Finance

Posted 20 minutes ago

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About the role

  • Strategic Finance Associate optimizing Plaid’s financial growth through analytics and models. Collaborating with management for insights on performance and strategic goals.

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

Requirements

  • 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

Job title

Product Finance

Job type

Experience level

Mid levelSenior

Salary

$136,800 - $162,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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