战略财务负责人，产品与工程
Strategic Finance Lead, Product & Engineering
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中。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公室。
职位描述
我们正在寻找一位战略财务负责人，作为 Plaid 工程和产品团队的关键合作伙伴。该职位将负责产品层面的收入和毛利润预测，以及指导 Plaid 在这些领域进行资本部署和资源分配的分析框架。
作为产品与工程战略财务负责人，您将负责一组关键产品领域的财务合作，直接与相关的产品和工程负责人协作。
职责
- 产品层面的预测。负责您所辖产品领域的收入和毛利润预测，平衡自下而上的构建与自上而下的合理性检查，得出最稳健的观点。
- 资源分配与容量规划。与产品和工程负责人合作进行人员编制规划、基于路线图的容量预测和运营支出纪律，识别并支持解决权衡问题。
- 绩效可见性。负责您所辖产品领域的定期报告流程，包括关键绩效指标跟踪、差异分析以及风险和机会的早期识别。
- 跨职能合作。作为您所辖领域产品和工程负责人的主要财务合作伙伴，并与市场推广财务团队协调市场推广方法、目标和经济性。
- 董事会与高管材料。为季度董事会演示文稿和临时战略审查提供分析和叙述。
- 指导。指导战略财务团队中的初级成员在财务建模、分析严谨性和利益相关者管理方面的技能。
资格要求
- 8年以上 FP&A、战略财务或管理经验
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.
Role Description
We are seeking a Strategic Finance Lead to serve as a key partner to Plaid’s Engineering and Product organization. This person will own product-level revenue and gross margin forecasting, as well as the analytical frameworks that guide how Plaid deploys capital and allocates resources across these areas.
As the Strategic Finance Lead, Product & Engineering, you will lead the finance partnership for a set of critical product areas, working directly with the relevant Product and Engineering leaders.
Responsibilities
- Product-Level Forecasting. Own revenue and gross margin forecasts for your product areas, balancing bottom-up builds with top-down sanity checks to arrive at the most robust point of view.
- Resource Allocation & Capacity Planning. Partner with Product and Engineering leaders on headcount planning, roadmap-based capacity forecasting, and OpEx discipline, surfacing and supporting the resolution of trade-offs.
- Performance Visibility. Own the recurring reporting cadence for your product areas, including KPI tracking, variance analysis, and the early identification of risks and opportunities.
- Cross-Functional Partnership. Serve as the primary finance partner to Product and Engineering leaders in your areas, and coordinate with GTM Finance on go-to-market approach, targets and economics.
- Board & Executive Materials. Contribute analysis and narrative to the quarterly Board deck and ad hoc strategic reviews.
- Mentorship. Mentor junior members of the Strategic Finance team in financial modeling, analytical rigor, and stakeholder management.
Qualifications
- 8+ years of experience in FP&A, strategic finance, management consulting, investment banking, or private equity, including direct exposure to product or engineering finance at a high-growth technology company.
- Strong command of product P&L mechanics, including revenue and gross margin forecasting, headcount and capacity planning, and software unit economics.
- Comfortable owning ambiguous, judgment-intensive problems with minimal oversight, while exercising sound judgment about when to escalate.
- Excellent written and verbal communication skills, with the ability to distill complex analysis into a clear narrative for Product, Engineering, and executive audiences.
- A natural mentor who is energized by developing junior team members, even without a formal reporting line.
- Experience partnering directly with Product or Engineering leaders is strongly preferred. Fintech or financial services experience is a plus but not required.
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.