GTM战略财务
GTM Strategic Finance
我们相信，人们与财务的互动方式将在未来几年发生巨大变化。我们致力于通过构建数千名开发者用来创建自己产品的工具和体验，推动这一变革。Plaid 为数以百万计的人们依赖的工具提供支持，帮助他们过上更健康的财务生活。我们与 Venmo、SoFi、多家财富 500 强公司以及许多大型银行合作，让人们能够轻松地将财务账户连接到他们想要使用的应用和服务。Plaid 的网络覆盖美国、加拿大、英国和欧洲的 12,000 家金融机构。公司成立于 2013 年，总部位于旧金山，在纽约、西雅图、华盛顿特区、罗利、伦敦和阿姆斯特丹设有办事处。
关于团队
- Plaid 的战略财务团队在塑造我们的长期业务战略和执行中发挥关键作用。
- 战略财务团队为整个组织的成功提供分析严谨性和数据驱动的洞察。
- 战略财务团队的职责是支持 Plaid 实现短期和长期的战略与财务目标，并帮助制定、阐述和塑造 Plaid 的增长轨迹。
职位描述
- 你将推动包括预测、设计分析和财务框架以优化决策，以及向高级管理层提供关于我们业绩的见解等项目。
- 你将负责 FP&A 流程，如月度报告、预测、差异分析以及为高级管理层/董事会准备财务报告。
- 你具备高度的分析能力和战略思维，能够在复杂细节和整体大局之间无缝切换。
职责
- 支持关键的 FP&A 流程，包括月度报告、定期预测以及为高级管理层和董事会演示准备财务报告。
- 作为高级领导的战略合作伙伴，提供可操作的财务洞察，解决关键业务挑战，并评估促进公司增长的投资。
- 开发系统、流程和工具，以实现准确、可扩展且及时的财务报告和预测。
- 与市场营销领导层跨职能合作，优化营销漏斗中的资本分配。
- 与收入运营、销售领导和会计部门合作，进行销售能力规划和成本分析。
查看英文原文
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
About the team
- Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution.
- The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization
- The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic & financial goals and help inform, articulate, and shape Plaid’s growth trajectory
Role Description
- You will drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance.
- You will be responsible for FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board.
- You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.
Responsibilities
- Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations.
- Act as a strategic partner to senior leaders by providing actionable financial insights, solving key business challenges, and evaluating investments that encourage company growth.
- Develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting.
- Working cross-functionally with marketing leadership on optimizing capital allocation across marketing funnels.
- Partner with Revenue Operations, Sales Leadership, and Accounting on sales capacity planning and commissions forecasting.
- Maintaining and optimizing key GTM KPIs that are used for internal and external reporting.
- Preparing materials to internal and external stakeholders on company performance, including quarterly Board materials.
- Helping recruit a world-class Strategic Finance team at Plaid.
Qualifications
- 6-8+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting.
- Strong analytical, financial modeling, problem-solving and communication skills.
- Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment.
- Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans.
- Solid understanding of technical accounting principles.
- A penchant for impact and ownership
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.