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Financial Analyst
Company | Plaid |
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Location | San Francisco, CA, USA |
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Salary | $122400 – $156000 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Junior, Mid Level |
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Requirements
- 1-3 years of relevant experience in financial planning and analysis
- Basic understanding of foundational FP&A processes such as month-end-close, reporting, variance analysis and general storytelling, with proven ability to streamline and implement efficient workflows
- Demonstrates a strong willingness to learn and adapt, proactively seeking opportunities to expand knowledge and improve analytical skills
- Strong interpersonal skills with a proven ability to build trusted cross-team relationships and deliver actionable insights to support strategic decisions
- Solid financial modeling skills, including knowledge of or experience with consolidation and operational models
- Proactive self-starter with intellectual curiosity, a can-do attitude, and the ability to thrive in a high-autonomy environment
- Attention to detail. Ability to get into the details, analyze, and then step back and assess if the output makes sense
- Knowledge of or understanding of technical accounting principles
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 business 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 as the company evolves
- Build and refine KPI scorecards to communicate performance drivers, inform growth strategies, and support data-driven decision-making
- Collaborate with cross-functional teams to enhance business processes and drive continuous improvement
- Partner with Accounting to support governance and ensure effective application of policies and controls
- Perform ad hoc analyses that influence long-term business planning and decision-making
Preferred Qualifications
No preferred qualifications provided.