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Financial Analyst, Corporate FP&A

Plaid· Finance
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San Francisco, CA$130k - $147kFull-timePosted 3w ago

About the role

Plaid Corporate Finance team leads company-wide financial planning, forecasting, and reporting, delivering strategic insights to internal and external stakeholders to support informed decision-making at senior leadership levels.

Responsibilities

  • 3+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role.
  • An “act like an owner” mindset: you take initiative, follow through on commitments, and ask for guidance when needed.
  • Solid foundation in core FP&A activities, including month-end close, reporting, variance analysis, and forecasting, with exposure to annual planning and a working knowledge of accounting principles.
  • Strong analytical skills and experience building or maintaining financial models.
  • Clear communication and a collaborative approach, with the ability to explain findings, ask thoughtful questions, and build relationships with business partners.
  • Curiosity about AI, automation, and process improvements, with an interest in developing systems skills. Familiarity with Pigment, Adaptive, Anaplan, or similar FP&A tools is a plus.

Qualifications

  • 3+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role.
  • Solid foundation in FP&A activities (month-end close, reporting, variance analysis, forecasting).
  • Experience building or maintaining financial models.
  • Strong analytical skills and business-driver understanding.
  • Clear communication and collaboration with partners.

Skills

Required:FP&A fundamentalsFinancial modelingAccounting principlesCommunication
Nice to have:Systems skills (Pigment/FP&A tools)

Benefits

  • Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k).
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Plaid

Enabling all companies to build fintech solutions

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

fintechbankingpaymentsfraudcreditopen financefinancial data
Company profileWebsite

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