Strategic Finance Lead - GTM
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
Plaid is at an inflection point. With a scaled business growing at attractive rates, we are accelerating our Go-to-Market engine with conviction and precision. This is a rare opportunity to step into a high-visibility, high-impact finance leadership role — reporting directly to the CFO and serving as the dedicated finance partner to the COO — at one of the most consequential fintech companies in the world. The Head of GTM Finance will help shape how Plaid deploys capital, wins in the market, and builds the analytical infrastructure to sustain growth at scale.
The Role
The GTM Finance function is a strategic partner to Plaid’s world-class Go-to-Market organization. The team owns revenue forecasting, ROI analytics, and performance visibility — and serves as a critical voice in resource allocation decisions. As Head of GTM Finance, you will work closely with Sales, Marketing, RevOps, Product, and the Executive team to ensure our GTM engine delivers best-in-class results.
You will report directly to the CFO and act as the primary finance partner to our Chief Operating Officer, who oversees all GTM functions including Sales, Marketing, Commercial, and Communications. You will inherit a lean, talented team with plans to scale appropriately over time.
Responsibilities
Qualifications
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12+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth B2B technology company
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Deep fluency in B2B SaaS and GTM metrics - you can move fluidly between ARR, NRR, pipeline coverage, CAC payback, and capacity models without losing the narrative thread
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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
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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
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Demonstrated success leading and developing high-performing finance teams
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Executive presence and exceptional communication skills - written, verbal, and visual - with the ability to influence senior stakeholders and board-level audiences
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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!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
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