The Challenge
Plaid is at an inflection point—a scaled fintech powerhouse growing at attractive rates. You'll build the financial infrastructure that powers how one of the world's most consequential fintech companies deploys capital, wins markets, and sustains growth. Report directly to the CFO while serving as the primary finance partner to the COO.
Your Mission
Audit current revenue forecasting methodology and build an integrated bottoms-up + top-down forecasting model that increases accuracy by 15%+
Establish GTM performance dashboard with core KPIs: CAC, LTV, payback period, pipeline velocity, and segment ROI—with clear benchmarks
Map headcount and capacity constraints across Sales, Marketing, Commercial; present 3 resource allocation scenarios to COO with ROI impact
Develop Board-ready GTM narrative for first quarterly deck, surfacing performance, strategic progress, and forward outlook
Scale GTM Finance team with 2-3 hires; define roles, workflows, and analytical infrastructure for sustained growth
Implement statistical forecasting models incorporating leading indicators; reduce forecast variance by 25%+ YoY
Partner with RevOps to improve CRM data hygiene and establish single source of truth for pipeline, conversion, and revenue metrics
Drive $5M-$15M+ in capital reallocation decisions based on segment ROI analysis; track outcomes against targets
KPIs You'll Own
Revenue Forecast Accuracy
Variance between forecast and actuals by month and segment; target <10% error rate
Customer Acquisition Cost (CAC) by Segment
Sales & marketing spend divided by new customers acquired; track payback period
Pipeline Velocity & Conversion Rates
Deal progression through stages; identify bottlenecks in sales process
GTM Resource ROI
Revenue generated per dollar spent on Sales, Marketing, Commercial headcount and programs
Board Reporting Quality & Timeliness
Delivery of executive-ready GTM materials on schedule; exec feedback on clarity and actionability
Tools & Stack
Your Team
Your Manager
Chief Financial Officer (CFO)
Current Team
Lean, talented team; inherited headcount TBD
Plans to scale appropriately over time; 2-3 new roles expected within 6m
The Package
Salary
$250K-$320K base
Variable
Likely 20-30% performance bonus tied to forecast accuracy, GTM ROI targets
Equity
Substantial stock options (typical for VP-level fintech)
Remote
On-site, New York, NY
Benefits & Perks
Company Intelligence
Plaid powers the fintech infrastructure layer—connecting millions of users to 12,000 financial institutions across US, Canada, UK, and Europe. Used by thousands of companies (Venmo, SoFi, Fortune 500 banks) to enable seamless account linking. Founded 2013; San Francisco HQ with offices in NYC, DC, London, Amsterdam.
Founded
2013
Customers
Venmo, SoFi, Fortune 500 banks, thousands of developers and fintech companies
Culture
Mission-driven fintech at scale; analytical, execution-focused; high visibility to C-suite and Board
Is This Role For You?
- You've led FP&A or finance teams at high-growth B2B or SaaS companies; you understand revenue dynamics, CAC/LTV, and unit economics
- You're comfortable with statistical modeling, SQL, Python, or equivalent; you don't just consume dashboards—you build them
- You thrive as a strategic partner to GTM (Sales/Marketing/RevOps); you speak both finance and commercial languages
- You've presented to Boards or C-suite; you can synthesize complexity into clear, actionable narratives
- You're intellectually curious about fintech, payments, or financial services; you want to work at a company reshaping how people interact with money
- You prefer deep finance heads-down work over cross-functional partnership and visibility; this role is extremely visible
- You can't work on-site in NYC regularly; this is a high-touch, relationship-driven role with the COO and GTM teams
- You lack experience with revenue forecasting, GTM analytics, or SaaS/B2B metrics; you'll need to hit the ground running
Interview Process
Initial Screen (30m)
Recruiter conversation on background, GTM finance experience, and interest in fintech
Hiring Manager (45m)
CFO or Finance Director deep-dive on forecasting methodology, ROI analytics, and strategic vision for GTM Finance
COO & Cross-functional (60m)
Conversation with COO and GTM leaders (Sales, Marketing, RevOps) on partnership style, priorities, and cross-functional collaboration
Case Study / Take-home (optional)
Real or realistic GTM scenario: forecast revenue, allocate budget, surface key metrics. Review async or in final round
Final (60m)
CFO + senior finance leader; culture, compensation, and next steps
Interested in this role?
Apply now and hear back within days, not weeks.
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Growth marketers drive user acquisition, activation, and retention through data-driven experimentation. They sit at the intersection of product, data, and marketing — running A/B tests, building funnels, and scaling what works.