产品战略财务
Product 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 为数以百万计的人提供他们依赖的工具，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他们的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着关键作用。
- 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目标，并帮助制定、阐述和塑造 Plaid 的增长轨迹。
关于职位
- 你将推动包括损益预测、设计分析和财务框架以优化决策，以及向管理层、董事会和员工提供有关我们业绩的见解等项目。
- 你具备高度的分析能力和战略思维，能够在复杂细节和大局之间无缝切换。
职责
- 维护 Plaid 的财务模型，并开发用于指导公司增长轨迹的分析模型
- 与业务合作伙伴协作，制定和维护部门预算，以推动资本配置和盈利能力目标
- 通过评估可服务市场、收入机会、单位经济和投资成本，评估 Plaid 的增长和投资领域
- 与业务领导者合作，提供分析支持和框架以优化决策
- 优化财务 KPI 并建立财务指标仪表板，向高管团队更新信息并改善内部沟通和透明度
- 为内部和外部利益相关者准备公司业绩材料
- 通过与不同利益相关者合作，领导专项项目以推动业务发展
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 goals and help inform, articulate, and shape Plaid’s growth trajectory
About the role
- You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance.
- You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture.
Responsibilities
- Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory
- Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals
- Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investment costs
- Collaborating with business leaders to provide analytical support and frameworks to optimize decision making
- Optimizing financial KPIs and building financial metrics dashboard to update the Executive team and improve internal communication and transparency
- Preparing materials to internal and external stakeholders on company performance
- Leading special projects by business partnering with various stakeholders to improve financial health of the company
- Benchmarking Plaid’s operational and financial metrics against peers
- Helping recruit a world-class Strategic Finance team at Plaid
Qualifications
- 2-3 years of work experience including investment banking, private equity, venture capital, strategic finance, financial planning & analysis, or consulting
- Passion for financial services innovation and an ability to thrive in a fast-paced, high-growth environment
- Strong analytical, financial modeling, problem-solving and communication skills
- Ability to collaborate with cross-functional partners and distill complex issues into structured frameworks and action plans
- A penchant for impact and ownership
- Knowledge of SQL or strong desire to learn
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.