Plaid - Head of Engineering, Product, and Design (EPD) Strategic Finance

San Francisco, California, United States$210k - $390k+ Equity2mo ago

In Office Director NA Investment Banking Banking Head of Finance Accountant Coaching Board Support Revenue Forecasting Plaid Reporting

Requirements

• 15+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth technology company • Deep fluency in product P&L finance — you can move fluidly between product-level revenue forecasting, gross margin analysis, headcount and capacity planning, and software economics without losing the narrative thread • Exceptional analytical rigor paired with sharp business judgment — you know when the model needs more work and when it’s time to make a call • A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there • Demonstrated success leading and developing high-performing finance teams • Executive presence and exceptional communication skills — written, verbal, and visual — with the ability to influence senior stakeholders, technical leaders, and Board-level audiences • Prior experience partnering with engineering and product leaders is a strong plus; fintech or financial services experience is a plus, but not required • 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!

Responsibilities

• Revenue & Gross Margin Forecasting — Build product-level forecasts that accurately predict Plaid’s topline performance in the near and mid-term. Construct long-term forecasts that balance bottoms-up and top-down methodologies to help size Plaid’s commercial opportunity 3–5 years into the future. • Revenue & Gross Margin Forecasting • Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning. Identify opportunities to optimize COGS and opex in ways that increase velocity, while remaining disciplined on costs. • Resource Allocation • Performance Visibility & Tracking — Own EPD performance tracking and reporting. Ensure we focus on the highest-signal metrics, including service delivery to customers. Partner with Data teams on data hygiene, timeliness, and the granularity needed to inform decisions across EPD and the broader business. • Performance Visibility & Tracking • Cross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities. • Cross-functional Partnership • Board Reporting — Own the Product narrative for quarterly Board meetings: business performance, strategic progress against near- and long-term goals, and a forward-looking perspective — synthesized into compelling, executive-ready materials. • Board Reporting • Team Building — Define the future-state of the EPD Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled growth-stage business. Be a strong collaborator with peer Finance leads, and set the example for how your team partners with the rest of the Finance org. • Team Building

Benefits

• Zone 1The target base salary for this position ranges from $210,000/year to $390,000/year. The target base salary will vary based on the job's location. The base salary range listed for this full-time position excludes commission (if applicable), equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills, experience, and relevant education or training. $210K – $390K • 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. • We’re excited that you’re interested in opportunities with us! To support a thoughtful and efficient review process, please keep the following guidelines in mind: • Candidates may submit up to three applications within a 60-day period. • If you’ve already applied and been considered for a specific role, you’ll need to wait 12 months before reapplying for that same position. • You’re still welcome to apply for other roles that align with your experience and interests. • We encourage you to focus on the opportunities that are the strongest match for your background. • Upload your resume here to autofill key application fields. • Drop your resume here! • Parsing your resume. Autofilling key fields... • or drag and drop here • EducationDelete • Month...JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember • Year...202720262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920191919181917191619151914191319121911191019091908 • Select all that apply. • San Francisco HQ • New York City Office • Amsterdam Office • Plaid's Mission • Passion for Fintech Industry • Plaid's Products & Technical Innovation • Ability to Use and Build AI Products • Company Culture • 1 - Slightly below average