Product Strategic Finance
Core
Drive P&L forecasting, financial modeling, and strategic analysis to shape Plaid's long-term business strategy and growth trajectory.
Role type
Senior Strategic Finance Manager
Builds
Financial models, analytical frameworks, and performance dashboards for executive decision-making
Domain
Fintech / Financial Services
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
P&L forecasting, financial modeling, unit economics analysis, market sizing, budgeting, KPI optimization, stakeholder management, SQL
Preferred skills
Investment banking, private equity, venture capital, or consulting experience
Technologies
SQL
Responsibilities
Maintain financial models and develop analytical frameworks to guide growth; develop and maintain department budgets; evaluate growth areas and investment opportunities; collaborate with business leaders to optimize decision-making; optimize financial KPIs and build metrics dashboards; prepare materials for internal and external stakeholders; lead special projects to improve financial health; benchmark operational and financial metrics against peers.
Seniority
Mid-Senior, hands-on IC with strategic focus
