Strategic Finance, GTM & Revenue

San Francisco · 4-6 years experience · Full-time · Hybrid · Posted Oct 8, 2026

At a glance

The Strategic Finance team at Plaid plays a critical role in shaping long-term business strategy and execution through analytical rigor and data-driven insights.
This role involves owning core pieces of the top-line revenue forecast and partnering with the GTM organization to turn analysis into actionable insights.
The position requires a highly analytical individual capable of building bottom-up models and moving between complex modeling details and high-level strategic narratives.

Own core pieces of Plaid's top-line revenue forecast, refining models and processes for accuracy.
Analyze internal data and external market/macro factors to explain growth drivers and durability.
Push underlying forecasting processes to be more automated and scalable.
Partner day-to-day with the GTM organization to provide insights that shape planning and decisions.
Own recurring KPI and variance reporting cadences for stakeholders.
Prepare materials for quarterly Board meetings.
Surface risks and opportunities early through reporting.
Help recruit and grow the Strategic Finance team.

4-6 years of experience in investment banking, private equity, management consulting, or FP&A/strategic finance.
Experience at a high-growth technology company.
Strong quantitative and analytical mindset with data fluency to work directly with large datasets.
Ability to build and validate financial models and workflows.
Strong financial modeling, communication, and presentation skills.
Ability to work through moderately complex, ambiguous problems and distill them into structured frameworks.
Demonstrated ability to build cross-functional relationships and drive alignment on financial targets.