Plaid

Strategic Finance GTM and Revenue

In short

This Strategic Finance role at a fintech product company owns revenue forecasting models, KPI and variance reporting, and go-to-market planning insights, partnering closely with GTM stakeholders and the Board. It requires 4-6 years of experience in investment banking, private equity, consulting, FP&A, or strategic finance, strong financial modeling and SQL skills, and the ability to recruit and grow the finance team. The role is hybrid, based in the US.

About the Role
You will own core revenue forecasting models and processes, analyze internal and external growth drivers, and turn findings into actionable insights for go-to-market planning. You will manage KPI and variance reporting, surface risks and opportunities, and help recruit and grow the Strategic Finance team.
Requirements
•4-6 years of experience in investment banking, private equity, management consulting, FP&A, or strategic finance
•Quantitative and analytical skills
•Ability to work with large datasets using SQL or AI tools
•Financial modeling, communication, and presentation skills
•Ability to solve ambiguous problems through structured frameworks and actionable insights
•Ability to build cross-functional relationships and align financial targets
•Proficiency with financial and GTM systems
Responsibilities
•Build and refine top-line revenue forecasting models and processes
•Analyze internal data and external market factors that drive growth
•Automate and scale forecasting processes
•Partner with GTM stakeholders on planning and decisions
•Own KPI and variance reporting for stakeholders and Board materials
•Surface financial risks and opportunities
•Help recruit and grow the Strategic Finance team
Benefits
•Equity
•Medical insurance
•Dental insurance
•Vision insurance
•401(k)

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