Finance Operations Transformation Manager in San Francisco

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

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

About the Team The Procurement organization enables OpenAI's mission by ensuring every dollar is spent responsibly, compliantly, and efficiently. Within Procurement, the Center of Excellence (COE) team is responsible for designing and scaling the processes, systems, governance, and operating models that enable Procurement to grow effectively alongside the business. This role partners closely with Procurement and cross-functional teams to simplify how work gets requested, routed, approved, and managed across the spend lifecycle. By combining program leadership, process design, and change enablement, we help Procurement scale while maintaining strong controls and delivering an exceptional experience for employees and business partners. About the Role As Procurement Portfolio & Delivery Lead, you will lead complex, cross-functional initiatives that span Strategic Sourcing, Procure-to-Pay (P2P), Extended Workforce, Travel & Expense, Corporate Card, Risk, Legal, Finance, and Technology teams. You will not only drive project and program execution, but also actively contribute to solution design, requirements development, process optimization, testing, rollout planning, and stakeholder alignment. This is a highly collaborative role for someone who thrives in fast-moving environments, can bring structure to ambiguity, and is equally comfortable facilitating executive discussions, building project plans, and rolling up their sleeves to help move initiatives forward. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Lead cross-functional procurement transformation programs spanning Strategic Sourcing, P2P, Extended Workforce, T&E, Corporate Card, Risk, and Procurement Systems. Develop and maintain the Procurement transformation roadmap, partnering across teams to identify opportunities, prioritize initiatives, map dependencies, sequence work

About the Team Strategic Sourcing & Procurement helps OpenAI secure the products, services, and partnerships that support our research, build our products, and grow our business. We work with teams across the company to make sound commercial decisions and move important work forward. As OpenAI grows, we are rethinking how sourcing works: bringing expertise into decisions earlier, simplifying contracting, and using AI to give Procurement more time for judgment and strategic work. What we learn internally—and through our supplier and enterprise-buyer relationships—can also inform better products, partnerships, and industry adoption. About the Role We’re looking for a senior leader to head Sourcing Enablement & Delivery, leading sourcing operational delivery, contracting enablement, and AI transformation—and building Procurement’s contribution to OpenAI’s commercial growth. You will build the teams, systems, service model, and cross-functional partnerships that enable sourcing and contracting at scale, helping teams move quickly without losing commercial discipline or accountability. You will partner with GTM, Sales, and Partnerships to develop Procurement’s contribution to OpenAI adoption and commercial growth. Bring procurement-industry knowledge, buyer insights, and lessons from internal AI use into customer engagement, product feedback, and opportunities across the procurement ecosystem. Reporting to the Head of Strategic Sourcing, you will manage the Sourcing Delivery and Contract Management leaders and shape this new function’s priorities, team, and measures of success. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. Priorities and what success looks like A focused roadmap: clear choices about what to build first, what to defer, and how progress will be measured. Stronger delivery: capable leaders and teams, faster execution, less rework, and fewer unres

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Enterprise Platform team builds the systems that help our GTM teams bring OpenAI products to customers at scale. This role sits close to our emerging ads business, partnering with Ads Sales, Operations, Product, Finance, Legal, and Engineering to create reliable workflows for advertiser lifecycle, campaign readiness, approvals, and revenue operations. About the role Our GTM team helps customers understand the transformational potential of OpenAI’s models, and our internal systems should make that work faster, cleaner, and more intelligent. We’re looking for a Salesforce Ads Systems Engineer to design and build the Salesforce foundation for our ads business. You’ll partner with Ads Sales, Ads Operations, Product, Finance, Legal, and data teams to turn complex advertiser and campaign workflows into scalable, auditable systems. This is an execution-heavy, builder role. The primary charter of this role is ads GTM systems: advertiser account and opportunity workflows, campaign/order readiness, approvals, integrations, and automation that keep ads motions moving cleanly from pipeline through launch, billing, measurement, and reporting. In this role, you'll: Build Salesforce solutions for ads GTM : Develop user experiences, objects, automations, and guardrails that help Ads Sales and Operations manage advertisers, opportunities, insertion orders, campaign readiness, approvals, and launch handoffs with high data quality. Engineer integrations across the ads stack : Connect Salesforce with ads platforms, product catalogs, pricing/rate-card systems, data warehouses, billing tools, measurement workflows, CLM, and e-signature systems so advertiser and campaign data stays accurate and audit

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role We are seeking a Director of Digital Employee Experience to lead the strategy and execution of a modern, intuitive, and measurable digital workplace experience for our employees. This leader will own the strategy and technology experience for how employees access the tools, information, services, and support they need to do their best work. The ideal candidate is a systems thinker and cross-functional operator who can connect business needs, employee insights, technology capabilities, service design, and change management. This role will partner closely with IT, People/HR, Security, Workplace, Communications, and business leaders to simplify employee journeys, increase technology adoption, and reduce friction across the digital workplace. What you’ll do Develop and own the employee digital experience vision, strategy, roadmap, and operating model. Drive SoFi’s “Make Work Easier” strategy by identifying and reducing friction across the digital employee experience, making it simpler for employees to find information, access support, and get work done. Map and improve priority employee journeys, including onboarding, internal mobility, hardware/software access, IT and HR support, knowledge discovery, collaboration, and hybrid work experiences. Partner with service owners across IT, HR, Facilities, Sec

About the Team The Real Estate & Workplace (REW) team creates and operates the workplaces and services that help OpenAI employees do their best work. Within Workplace Experience, Transportation connects our global office network through programs designed around employee needs, local conditions, and operational excellence. About the Role As Global Transportation Program Sr. Manager, you will own the strategy, expansion, and day-to-day performance of OpenAI’s employee transportation programs. You will make it easier for employees to get to and between our workplaces through reliable, accessible, and cost-effective commuting options. We’re looking for a builder who has launched and scaled employee transportation programs across countries in a fast-growing organization. You will translate our global workplace expansion plans into a transportation roadmap, establishing the systems, vendor partnerships, and operating practices needed to support new markets and growing offices. You’ll balance global consistency with local needs, creating repeatable approaches that enable local teams to deliver reliable service as the company scales. Location and work model : San Francisco, CA based, with required travel up to 10% to our global offices. This role will be in office Monday - Wednesday, with the option to work from home Thursdays and Fridays. In this role, you will: Own a global transportation expansion roadmap aligned with office openings, headcount growth, and changing commute demand. Prioritize investments, forecast capacity and costs, and lead launches from market assessment through operational readiness and ongoing service delivery. Manage the global employee transportation portfolio across shuttles, parking, micromobility, transit and commuter benefits, and EV charging. Determine the right service mix for each market based on employee needs, local infrastructure, accessibility, and cost. Build a scalable operating model across regions, including repeatable launch pla

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. As an Executive Assistant at Plaid, you will play a crucial role in enhancing the productivity and operational efficiency of our leaders and their teams. Success in this fast-paced environment requires exceptional organization, proactive problem-solving, and strategic priority management. This position is ideal for a team-player who is a highly motivated self-starter, ready to execute with precision and discretion in a dynamic setting. Responsibilities Support Partnership: Provide executive and administrative support to 3-4 Product and Engineering leaders/teams Calendar Management: Efficiently manage and own complex calendars, scheduling, and logistics for leaders Relationship Development: Partner closely with leaders and team both internally and externally, with composure and discretion Meeting Coordination: Coordinate internal meetings and ensure agendas are tracked and action items are circulated and followed up on Project Management: Execute cross-functional projects, including drafting team-wide communications and managing logistics for All Hands and internal events Travel Planning: Manage complex travel arrangements and coordination Team Connection Logistics: Own end-to-end planning, vendor ma

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. The Head of Product Marketing will own the end-to-end strategy, operating model, performance bar, and talent development for the Product Marketing function at Plaid. This leader will: Set the PMM Strategy & Operating Model Own and operationalize the PMM structure (Product Areas and Industry)  Finalize and institutionalize the PMM operating model Define clear “PMM does / PMM does not” guardrails Clarify cross-functional engagement norms with Product, GTM, Marketing, Comms Establish KPI frameworks that tie PMM work to measurable business impact Elevate Quality & Narrative Coherence Own Plaid’s central product narrative Raise the messaging and positioning bar across all products Ensure consistent product naming, positioning discipline, and storytelling rigor Drive Business Impact Partner with Product on product-market fit strategy Partner with GTM leadership to increase: Quota attainment Time to close Campaign lift for priority industries  Ensure launch discipline, release alignment, and post-launch optimization Build and Develop a Championship PMM Team Directly manage senior PMM leads Reset expectations where unclear scope exists Upgrade performance management and leveling rigor  Coach s

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. Team Description We're Plaid's Revenue Accounting team, and we own the order-to-cash process that ensures every Plaid customer is billed accurately and that revenue and accounts receivable are reflected correctly across our financial systems. We work at the intersection of commercial deal execution, billing, accounting, and financial reporting. We partner closely with Commercial, RevOps, Legal, Billing Engineering, Business Technology, Strategic Finance, and the broader Accounting org to turn customer agreements into accurate, scalable billing. It's no small feat at Plaid's scale and deal complexity. Our mission is to protect revenue integrity, build customer trust, and build the systems, processes, and controls that let Plaid scale toward its next stage as a company. Role Summary You'll own the operating layer of Plaid's order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records. You'll review order forms and commercial terms and translate them into billing, run monthly invoice cycles, process billing adjustments and credit memos, reconcile activity across systems like NetSuite and Salesforce, r

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. The Integrations Operations Engineering (IOE) team strengthens Plaid's network with financial institutions by directly resolving integration issues to increase the reliability and quality of data, and by building new integrations to grow our financial network. We sit at the nexus of engineering, a deep understanding of Plaid's products and customers, and direct financial-institution relationships: we write and ship the code that keeps connectivity healthy, we use data to focus on the issues with the greatest customer impact, and we work directly with data partners (the financial institutions and platforms themselves) to resolve the problems that can't be fixed from our side alone. The team plays a mission-critical role in ensuring industry-leading connectivity so our customers can meet ever-expanding financial-services use cases and reach as many users as possible. What You'll Do Investigate and resolve the highest-impact integration issues by writing maintainable, tested code and deploying it to production, then monitor for regression or degradation after your changes ship. Prioritize by customer impact. The team runs a business-value-based prioritization model that automatically

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role At SoFi, we're building AI capabilities that fundamentally change how our teams operate, innovate, and serve our members. We're looking for a Senior Director, AI Enterprise Transformation to lead enterprise-wide AI adoption by partnering with technology and business leaders to identify, prioritize, and deliver high-impact AI initiatives. This is a highly cross-functional leadership role for someone who combines deep technical understanding of modern AI technologies with exceptional executive influence and change leadership. You will work across Engineering, Product, Enterprise Architecture, Data, Corporate IT, Operations, and business functions to accelerate AI adoption, establish best practices, and drive measurable business outcomes. Success in this role requires someone who can translate emerging AI capabilities into scalable enterprise solutions while inspiring teams across SoFi to embrace new ways of working. You will serve as both a strategic advisor and transformation leader, helping shape SoFi's AI roadmap and ensuring AI investments deliver meaningful impact across the company. What You'll Do Lead enterprise-wide AI transformation initiatives that improve operational efficiency, employee productivity and growth for SoFi. Partner with executive leadership to develop and execute SoFi's AI tr

About the Team OpenAI’s GTM Partnerships team builds a strategic, global partner ecosystem to accelerate customer success, enable responsible enterprise AI adoption, and drive durable growth in support of OpenAI’s mission. We work cross-functionally across Sales, Solutions, Product, Engineering, Security, Legal, Finance, Marketing, Operations, and Customer Success to translate strategic partnerships into measurable outcomes for customers. Global consulting and advisory partners are essential to helping enterprises move from AI strategy to production deployment. PwC brings global reach, deep industry and functional expertise, technology and transformation capabilities, and longstanding relationships with complex and regulated enterprises. This role will lead OpenAI’s global partnership with PwC and create the strategy, operating model, and field motions needed to turn that relationship into repeatable customer and commercial impact. This role is based in San Francisco, New York City, or Seattle. We use a hybrid work model of three days in the office per week. About the Role We are hiring a Partner Director, PwC to serve as the single accountable owner of OpenAI’s strategic relationship with PwC globally. You will define the partnership thesis and joint business plan, build executive alignment, activate PwC’s industry, advisory, technology, sales, and delivery organizations, and develop repeatable go-to-market motions that accelerate enterprise AI adoption. This is a strategic and hands-on leadership role. You will move fluidly between senior executive engagement, joint account and opportunity strategy, solution and delivery alignment, field enablement, governance, and day-to-day execution. Success requires a strong understanding of how a large, matrixed professional-services organization operates, commercial discipline, technical fluency, and the ability to align teams without relying on formal authority. The ideal candidate has led a high-impact global alliance with

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. Responsibilities: Work directly with leaders across Plaid on the company's most important and least-defined problems, particularly those at the seams of multiple teams or functions Identify unowned, high-leverage opportunities across the business and driving them to clean outcomes Operate across a wide aperture (strategy, GTM, operations, product, etc.) without being boxed into a single lane Lead (directly or indirectly) high performing teams Use AI tools and agents as a default part of how you work — not as an experiment, but as a force multiplier Qualifications: 10+ years of total experience, with meaningful time in consulting as well as direct operating roles (BizOps, Strategy & Ops, Finance, Chief of Staff, etc. A track record of independently identifying problems and driving them to outcomes with limited top-down direction High agency, sense of ownership, and willingness to roll up your sleeves Ability to build relationships at all levels and drive cross-functional teams to action Strong analytical and structured-thinking skills; comfort translating ambiguity into frameworks, plans, and decisions Experience directly managing high-performing teams Familiarity with AI tools and agents to acce

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. At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and 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 11,000 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. The BizOps team is focused on solving some of Plaid's most pressing business issues. We are a small team of high-impact, low-ego generalist problem solvers. This role partners directly with leaders across Product and GTM on a mix of strategic and operational work with a direct, quantifiable impact on our customers, partners, and P&L. You will work on problems that directly shape how Plaid operates across its largest revenue lines and most critical partnerships - owning analysis, operating cadences, and cross-functional pro