Finance & Strategy Analyst

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Finance & Strategy team partners closely with Finance leadership and teams across Product, Engineering, Recruiting, Procurement, and Accounting to guide key business decisions. The team focuses on financial planning, investment analysis, and portfolio performance tracking to support strategic initiatives, including venture fund activities. The work centers on developing clear financial insights that help leadership understand performance trends and evaluate opportunities. The team values thoughtful analysis, clear communication, and strong collaboration across functions! As a Finance & Strategy Senior Analyst, this role supports venture fund initiatives through financial modeling, portfolio analysis, and planning and reporting processes. The position works closely with senior leaders to deliver data-driven insights that inform capital allocation and strategic priorities. Responsibilities span both structured financial reporting and flexible analysis across business areas. The role also contributes to improving financial processes through standardization and automation, along with advancing AI-driven workflow improvements! This role is based in our Menlo Park, CA

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. We are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models. Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking. Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board. Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear

Strength in Trust OneTrust’s mission is to enable innovation through the responsible use of data and AI. We believe that ensuring data is trusted shouldn’t slow teams down—it should accelerate what’s possible. This led us to develop the first technology platform for responsible data use in 2016. Today, with AI representing the latest and most impactful expansion of data yet, OneTrust is once again redefining what responsible innovation looks like. OneTrust, the AI‑Ready Governance Platform™, unifies regulatory intelligence, automation, and connected governance workflows so businesses can continue to move at the speed of AI while ensuring good governance to prevent data misuse at scale. Trusted by thousands of organizations worldwide, OneTrust is shaping the future where trusted data becomes a transformative force for business and society. The Challenge As GTM complexity grows across sales, Solution Engineering, forecasting, enablement, and execution, leaders need stronger visibility, reliable insights, and operational support to drive performance and execute strategic priorities. Your Mission GTM Business Partnership & Performance Partner with Sales, Solution Engineering, and GTM leaders to drive performance through data-driven insights. Support forecast reviews, pipeline inspections, MBRs, QBRs, and leadership reporting. Deliver KPI analysis, executive-ready insights, and follow-up on key actions and decisions. Solution Engineering Strategy & Operations Analyze SE capacity, productivity, engagement, and alignment to sales priorities. Evaluate SE impact on pipeline, deal progression, and strategic opportunities. Support planning, coverage models, and resource allocation decisions. Strategic Analysis & Decision Support Identify trends, risks, and opportunities across sales, pipeline, productivity, and capacity metrics. Build analyses to support territory planning, forecasting, segmentation, and GTM priorities. Translate complex data into acti

MongoDB is seeking a highly motivated Senior Deal Strategy Analyst to join our Global Deal Strategy function. This role will act as a strategic partner to Sales leadership on complex, high-value deals and opportunities, bringing sound judgment and financial rigor to structuring that balances revenue, profitability, and market share priorities. This is a tremendous opportunity for an experienced deal strategy professional who thrives on ambiguity, enjoys influencing cross-functional stakeholders, and is relentless in their pursuit of excellence in a high-growth environment. We are looking to speak to candidates who are based in Singapore for our hybrid working model. Responsibilities Serve as a senior, trusted advisor to Sales leadership and cross-functional stakeholders on the structuring and execution of complex, non-standard, and high-value deals Independently evaluate and resolve non-standard deal requests, driving cross-functional solutions across Sales, Finance, and Legal with minimal oversight Review and approve key terms on quotes, ensuring accuracy and alignment with pricing, revenue recognition, and operational guidelines Ensure all transactions adhere to internal revenue recognition policies and operational guidelines, escalating and resolving edge cases as needed Lead the development and rollout of best practices and playbooks that increase sales efficiency and shorten cycle times across the global team Identify and implement opportunities to automate and streamline deal desk workflows using AI and automation tools (e.g., AI-assisted contract review, quote generation, deal analytics), reducing manual effort and turnaround time Drive deal reviews, early checkpoints, and enforcement of standard business practices and policies; identify and address systemic gaps in deal process Partner with Finance and Sales Operations leadership on forecasting, deal analytics, and continuous improvement of deal desk processes Present recommendations and deal strategy insigh

Synthesia is the world’s leading AI video platform for business, used by over 90% of the Fortune 100. Founded in 2017, the company is headquartered in London, with offices and teams across Europe and the US. As AI continues to shape the way we live and work, Synthesia develops products to enhance visual communication and enterprise skill development, helping people work better and stay at the center of successful organizations. Following our recent Series E funding round, where we raised $200 million, our valuation stands at $4 billion. Our total funding exceeds $530 million from premier investors including Accel, NVentures (Nvidia's VC arm), Kleiner Perkins, GV, and Evantic Capital, alongside the founders and operators of Stripe, Datadog, Miro, and Webflow. The Deal Strategy Analyst is a commercial operator embedded in Synthesia's Revenue Operations function. This is a deal desk role with depth — you’ll partner directly with AE/CSMs, Sales leadership, Finance, and Legal across the EMEA region to structure, price, and approve deals that are commercially sound, operationally clean, and built to close. You will support the deal review process for EMEA: from first submission through approval routing, exception triage, and post-signature hygiene. You’re a day-to-day partner to AE/CSMs on standard deals, escalating non-standard structures to senior team members. We are looking for someone with strong technical foundations — Salesforce fluency, revenue recognition awareness, and comfort working in CPQ environments — alongside developing commercial judgement and a willingness to learn the craft of deal structuring. What You'll Do: Deal Review & Structuring Review deal submissions from EMEA AE/CSMs for compliance with pricing policy, discount schedules, and approval thresholds — approving standard deals and routing exceptions to senior reviewers Support modelling of multi-year, multi-product deals — building ARR, TCV, and per-seat/platform fee scenarios under the guidan

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. We are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models. Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking. Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board. Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations. P