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Financial Analyst

Financial Analyst

CompanyPlaid
LocationSan Francisco, CA, USA
Salary$122400 – $156000
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

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.