GTM Strategic Finance
Core
Drive GTM strategy and financial planning to support Plaid's growth trajectory and long-term business goals.
Role type
Senior GTM Strategic Finance Manager
Builds
Financial frameworks, forecasting models, and strategic insights for senior leadership and the Board.
Domain
Fintech / Strategic Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, management consulting, financial modeling, technical accounting, capital allocation, sales capacity planning, GTM KPI management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Support critical FP&A processes including month-end reporting, recurring forecasts, and Board presentations. Act as a strategic partner to senior leaders by providing actionable financial insights and evaluating investments. Develop systems for accurate, scalable financial reporting. Collaborate with marketing leadership on optimizing capital allocation. Partner with Revenue Operations and Sales on sales capacity planning and commissions forecasting. Maintain and optimize key GTM KPIs. Prepare materials for internal and external stakeholders on company performance. Help recruit a world-class Strategic Finance team.
Seniority
Senior, hands-on IC with strategic partnership responsibilities