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
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Job description
OUR MISSION At Redwood, we empower our customers with lights-out automation for their mission-critical business processes. At Redwood, we empower our customers with lights-out automation for their mission-critical business processes. ABOUT US Redwood Software is the leader in full stack automation fabric solutions for mission-critical business processes. Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by mor
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26
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Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next; YOUR EXPERIENCE 3 - 5 years of work experience in financial planning & analysis in a SaaS environment Bachelor’s Degree in accounting or finance related field Workday and Adaptive Planning Experience is a plus, but not required Proficient in Google and Microsoft Suite of products, most specifically Excel and Sheets
Department · Accounting & Finance
Hiring company
Redwood Software
About Redwood Software Redwood Software delivers IT, finance and business process automation to help modern enterprises excel in the digital age. Redwood orchestrates and automates business processes across complex hybrid IT environments so enterprise organizations can focus on business agility, cost efficiency, and customer experiences. Our automation solutions help thousands of organizations across 150 countries execute with speed and precision. We pride ourselves on having an inclusive, supportive, coaching culture, giving you the opportunity to build lasting relationships with all our team members and senior management. Important: We have been made aware that individuals are posing as Redwood recruiters in an attempt to deceive candidates into sharing personal information. Redwood employees will only contact you from an “@redwood.com” email domain. If you have questions or suspect an email is fraudulent, please contact us at [email protected].
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