Financial Analyst 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, 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

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 Compliance team is responsible for ensuring Compliance at Plaid with all the laws and regulations that apply to us, as well as our internal policies. We help make sure Plaid stays within the bounds of our legal obligations, and partner with business stakeholders to build processes and systems to demonstrate our compliance. Role Description As a GTM Compliance Analyst, you’ll help Plaid evaluate and onboard customers in a way that supports growth while protecting the company from regulatory and compliance risk. You’ll review prospective and existing customer deals, assess customer business models and use cases, conduct risk-based diligence, and determine when additional conditions, approvals, or escalations are needed. You’ll work closely with Sales, Account Management, Legal, Product, and Customer Oversight to translate complex requirements into practical guidance and keep deals moving. You’ll also help build the playbooks, workflows, and reporting needed to make GTM compliance more consistent and scalable as Plaid expands into new products, customer segments, and regulated use cases. Responsibilities Review prospective and existing customer deals for regulatory, licensing, po

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. Our Fraud team's mission is to help companies detect and prevent fraud using Plaid's financial network data. We believe that transaction patterns, device signals, identity linkages, and behavioral data are dramatically underleveraged tools in fraud prevention. Our products — including Protect and Signal — operate at network scale and depend on real-world investigation and research to stay ahead of adaptive adversaries. As a Senior Fraud Researcher, you will sit at the intersection of live fraud investigation, applied data science, and product innovation. You will lead complex investigations, translate findings into detection improvements, and collaborate tightly with Data Science, ML, and Product teams to shape the next generation of Plaid's fraud capabilities. This is not a purely operational role — your research directly drives features, model inputs, and product design. Responsibilities: Live Fraud Investigation & Reconstruction Lead investigations into complex fraud cases across identities, accounts, devices, and transaction surfaces Provide support to day-to-day fraud operations including SEVs and alert triage Reconstruct attacker sequences and hypothesize actor intent and tooling Distill p

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 the first line of defense against fraud and abuse on the Plaid platform. Our mission is to ensure the safety and integrity of our platform for consumers and customers. As a Fraud and Abuse Operations Analyst , you will be responsible for responding to fraud and abuse events, investigating claims, and triaging incidents. We also partner with product and engineering teams to inform and improve fraud mitigation strategies. Responsibilities: Safeguard Plaid's Platform: Participate in the abuse on-call rotation, directly protecting our users and customers by responding to and resolving fraud and abuse events. Your timely actions will be instrumental in maintaining trust and security. Drive Investigations and Mitigate Risks: Investigate fraud and abuse claims from diverse sources, partnering with senior teammates on complex cases. Your findings will inform decisions and strategies, directly impacting Plaid's ability to prevent future incidents and minimize financial losses. Proactively perform threat modeling of abuse surfaces and continuously survey external fraud trends, adversary techniques, tooling, and emerging threat vectors Support Incident Response: Help triage and manage fraud and abuse ev

About the Team OpenAI for Financial Services is part of OpenAI's Verticals organization, which focuses on accelerating the economy and knowledge work. We build AI products for financial institutions and the professionals who power them, from investment bankers and research analysts to investors and other financial services teams. We combine OpenAI's models, financial data, and enterprise knowledge to help professionals research companies, analyze markets, and produce high-quality work in the tools they use every day. We're a small, entrepreneurial team working closely with customers and partners across research, product, design, engineering, and go-to-market to bring new capabilities from idea to production. About the Role We're looking for full-stack engineers to build new, AI-native products on top of ChatGPT Work and Codex. This is zero-to-one work: you'll help define how financial professionals research, analyze, and make decisions alongside AI. You'll own the experience across the stack, work directly with customers to understand their workflows, and collaborate across OpenAI to turn new model capabilities into products that professionals can trust. Your work will shape how some of the world's largest financial institutions adopt AI and how financial knowledge work gets done. In this role, you will: Build a new financial services app within ChatGPT Work and Codex, creating intuitive AI-native experiences for company research, financial analysis, document review, and professional work products. Develop new product experiences around enterprise memory that learn from an organization's knowledge, workflows, and context, and adapt to how its teams work. Develop the APIs, services, and integrations required to connect user experiences with financial data providers, enterprise systems, and OpenAI's models. Work closely with product and design to turn ambiguous customer problems into polished, useful, and reliable products. Work directly with financial institutions to

About the Team OpenAI for Financial Services is part of OpenAI's Verticals organization, which focuses on accelerating the economy and knowledge work. We build AI products for financial institutions and the professionals who power them, from investment bankers and research analysts to investors and other financial services teams. We combine OpenAI's models, financial data, and enterprise knowledge to help professionals research companies, analyze markets, and produce high-quality work in the tools they use every day. We're a small, entrepreneurial team working closely with customers and partners across research, product, design, engineering, and go-to-market to bring new capabilities from idea to production. About the Role We're looking for backend engineers to build the systems that make advanced AI useful, reliable, and trustworthy in financial services. You'll build the data systems, agentic workflows, and enterprise integrations behind our products. You'll also help bring them into production at some of the world's largest financial institutions. This is a product-minded engineering role with significant ownership and zero-to-one building. You'll shape new products from the ground up, work directly with customers to understand their workflows, and collaborate across OpenAI to turn new model capabilities into products that professionals can trust with high-stakes work. In this role, you will: Design and build backend systems that power AI-native financial workflows across ChatGPT Work and Codex. Build infrastructure to ingest, index, retrieve, and serve financial data, company filings, market information, and firm-specific knowledge at scale. Develop integrations with financial data providers, enterprise knowledge systems, and customer environments, including the authentication, authorization, and entitlements required to use them securely. Build the systems that let models and agents use the right tools and data, preserve source provenance, and produce accurate,

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 hiring for a leader for the newly forming Detection and Response team at Plaid. Our mission is to protect Plaid's financial infrastructure by detecting and responding to suspicious activity across the company. We are responsible for the entire lifecycle of detection and response, including detection infrastructure, AI triage and response, investigation tooling, Red Teaming, and Fraud Operations. Security is foundational to the trust thousands of businesses and millions of consumers place in Plaid, and we work directly to reduce risks and enable our business to move faster and safer. As the Head of Detection and Response, you will be the founding leader responsible for standing up and evaluating Plaid's detection and response team. You will lead a specialized technical team of analysts and engineers, gain deep experience partnering with the CISO and cross-functional engineering leaders, and build critical security infrastructure at scale. This is a unique leadership opportunity to manage a team that encompasses traditional security operations alongside Red Teaming and Fraud Operations, directly impacting Plaid's security posture and long-term stability. Responsibilities: Form and set up Plaid’

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. Making data-driven decisions is key to Plaid's culture. To support that, we need to scale our data systems while maintaining correct and complete data. We provide golden datasets and tooling to teams across engineering, product, and business and help them explore our data quickly and safely to get the data insights they need, which ultimately helps Plaid serve our customers more effectively. In addition, Plaid will not be successful if we can't move quickly. We build the data systems and tools that enable everyone at Plaid to be data-driven, making analytics easy, obvious, and proactive across the company. Data Engineers heavily leverage SQL and Python to build data workflows that integrate with our Golang applications. We use tools like DBT, Airflow, Redshift, Atlan, and Retool to orchestrate data pipelines and define workflows. We work with engineers, product managers, business intelligence, data analysts, and many other teams to build Plaid's data strategy and a data-first mindset. You will be in a high impact role that will directly enable business leaders to make faster and more informed business judgements based on the datasets you build. You will have the opportunity to carve out the ownershi

About the team The Capital Markets team develops the financing strategy, solutions, and partnerships needed to support our expanding global AI infrastructure platform and long-term investment plans. About the role We’re looking for a structured finance professional to serve as a technical execution engine for a lean, high-impact capital markets team. In this role, you’ll own the models, analysis, diligence, process management, and key execution workstreams behind standardized or more “vanilla” financings, while partnering with senior transactors on more complex transactions. This is not a junior analyst role. You’ll need the experience and maturity to work directly with senior leaders, banks, investors, counsel, and advisors without multiple layers of review. You should be highly capable in the details, strong under transaction intensity, and ready to help build financing processes for a rapidly scaling AI infrastructure platform. What you’ll do Translate financing objectives into clear analyses, recommendations, timelines, and deliverables. Support senior transactors on complex financings, including structuring, documentation, diligence, negotiation, and closing. Lead analysis, diligence, process tracking, and execution workstreams for financing transactions. Own transaction models, including debt sizing, cash-flow waterfalls, sensitivities, covenant analysis, and scenario evaluation. Work directly with internal stakeholders, banks, investors, counsel, advisors, and other counterparties. Review transaction documentation and help ensure commercial, financial, and diligence details are reflected accurately. Manage high-volume, detail-intensive workstreams in a lean team environment. Help develop repeatable tools, processes, and analytical infrastructure as the capital markets function scales. You might thrive in this role if you have At least 4-6 years of directly relevant experience in project finance, structured finance, infrastructure finance, private equity, or a

About the Team The Capital Markets team develops the financing strategy, solutions, and partnerships needed to support our expanding global AI infrastructure platform and long-term investment plans. About the Role We’re looking for a senior structured finance leader to create immediate execution leverage for a growing capital markets function. In this role, you’ll take broad financing objectives, such as raising a large pool of capital from a defined set of counterparties, and independently turn them into well-run transaction processes. You’ll lead complex financings from strategy through close, manage counterparties and advisors, and bring sound judgment to capital structure, risk allocation, process design, and execution. This is a hands-on role for someone who is still close to the details, not a purely senior relationship manager. Your work will allow the team lead to spend less time in day-to-day execution and more time building the broader capital markets organization. In this role, you will: Lead large, complex financing processes from initial structuring through diligence, negotiation, documentation, and closing. Translate broad capital-raising objectives into executable financing plans, timelines, work streams, and counterparty strategies. Manage lenders, investors, advisors, counsel, and internal stakeholders across high-stakes transactions. Provide oversight on financial structuring, modeling, diligence, risk allocation, and transaction documentation. Make clear recommendations on financing strategy, counterparty selection, process design, and tradeoffs. Operate effectively in a small, high-impact team without relying on a large analyst or associate bench. Help build repeatable internal processes for a financing function that is still scaling. Coach and develop more junior transaction professionals. You might thrive in this role if you have: 8-15 years of experience executing structured finance, project finance, infrastructure finance, digital infrastruct

The Compute & Infrastructure Strategy team handles strategy and execution of OpenAI’s compute roadmap. This team’s key responsibilities span financial analysis & reporting, capacity planning, commercial and business development, and strategic partnerships. We partner across the business to allocate and deploy our resources for the highest impact outcomes. About the Role Compute is central to OpenAI’s roadmap and vision. We are seeking an Associate to support financial and strategic work across our compute and infrastructure portfolio. This is a finance generalist role that includes core FP&A responsibilities as well as investment analysis, commercial decision support, and strategic planning. You will own analyses and workstreams, partner closely with technical and finance teams, and help shape decisions about how OpenAI invests in and manages compute. In this role, you will be given direction on the objective and expected to independently structure the problem, work through incomplete information, and deliver a high-quality analysis and recommendation. In this role, you will: Build and maintain financial models across different elements of compute, including GPUs, CPUs, storage, networking, data centers, and power Support planning, forecasting, budgeting, reporting, and variance analysis across compute and infrastructure Perform investment analysis and evaluate commercial decisions and strategic initiatives Prepare high-quality analyses, recommendations, and Exec and Board-facing presentations Support business partners across compute infrastructure, FP&A, and strategic finance Help improve the team’s processes, tools, and ways of working, and identify opportunities for OpenAI to continue leading in compute You might thrive in this role if you have: 3+ years of experience across private/growth equity, investment banking, or strategic finance, or 3+ years in a finance operating role at a high-growth technology company Background in infrastructure, data

About Sentry Software runs the world and the pace is faster than ever. Sentry helps developers fix errors and performance issues before users notice, so teams can spend less time firefighting and more time building. Trusted by 200,000+ organizations, Sentry is today’s application monitoring standard and our team is building its AI-native future. About this role At Sentry, Finance plays a critical role in helping the company understand where we're investing, what we're getting in return, and where we can operate more effectively. We are looking for an FP&A Manager who will help build Sentry's FP&A function while focusing on establishing best-in-class FinOps practices. You'll partner across the business on forecasting and financial analysis, with a significant focus on cloud infrastructure, AI costs, vendor spend, and other areas where better financial visibility can translate directly into better decisions. You will be expected to understand the economics behind our infrastructure, build the financial models and reporting needed to manage it, identify meaningful opportunities, and work with Engineering and other partners to turn those insights into action. You'll also operate as a generalist FP&A partner and play an important role in building the processes, models, and operating rhythms that Finance will use as Sentry grows. You will report to the Director of FP&A. In this role you will Own forecasting, reporting, and financial analysis for significant areas of Sentry's operations, with particular emphasis on cloud infrastructure, AI-related spend, software, vendors, and other major cost categories. Partner closely with Engineering and infrastructure leaders to understand the drivers of cloud and AI spend, translate technical consumption into financial forecasts, and identify opportunities to improve unit economics and gross margin. Develop reporting that makes cloud and infrastructure costs understandable and actionable, including trends, cost alloca

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Role Overview: Cohere is searching for an experienced Head of Strategic Finance who will own financial planning, business forecasting, product pricing strategy, and assist in fundraising initiatives. In this leadership role, you and your team will provide analysis to support contract negotiations, growth opportunities, and influence corporate strategy. Reporting to the CFO and partnering with the Executive Team, you will lead financial, strategic, and fundraising insights to drive operational performance. Key Responsibilities: Lead strategic financial planning, budgeting, forecasting, long-term planning, and assist in fundraising strategy development. Partner with the CFO and Investor Relations to assist to prepare materials for fundraising, investor relations, and board reporting. Partner with senior leadership to evaluate key business initiatives Lead and perform financial analyses for a variety of strategic decisions, including Annual Operating Plan, M&A, strategic investments, partnerships, capital market transactions, and fundraising opportunities. Provide recommendations to executive management based on both financial

About the Team OpenAI is building AI systems that can help professionals perform complex, high-value work with greater speed, rigor, and creativity. Investment banking is one of the most demanding environments for knowledge work: bankers must synthesize fragmented information, exercise judgment under pressure, and produce precise, defensible models, analyses, and client materials. Our team works across Research, Product, Engineering, and Go-to-Market to make OpenAI's models genuinely useful for these workflows. We translate real professional work into product requirements, evaluations, training signals, and repeatable customer solutions. We care not only whether a model can generate an answer, but whether it can deliver accurate, defensible work that experienced bankers can trust and use. 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. About the Role We are looking for a Subject Matter Expert in Investment Banking to help define what excellent AI-assisted banking work looks like and turn that standard into better models and products. You will bring deep, current knowledge of how investment banking work is actually performed, including company and industry research, financial analysis and modeling, valuation, diligence, transaction execution, and the creation and review of client materials. You will use that expertise to design realistic tasks and evaluations, create and assess high-quality reference work, diagnose model failures, and help our technical teams improve model behavior and product experiences. This is a hands-on individual-contributor role for someone who enjoys both doing the work and explaining what makes it good. You should be comfortable moving between an Excel model, a presentation, a source document, an evaluation rubric, a product prototype, and a conversation with researchers or customers. You will help us distinguish outputs that merely look pl

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! NOTE: This Senior Staff level career opportunity is a senior level individual contributor role. As a Senior Manager of Financial Planning & Analysis at Cohere, your responsibilities include: Establish and maintain comprehensive departmental forecasting processes with regular vs. actuals analysis Design, implement, and track key performance indicators (KPIs) across the organization Build scalable financial models and planning frameworks to support rapid business growth Collaborate with department heads to understand business needs and translate them into financial requirements Conduct variance analysis and provide actionable insights to leadership on financial performance Develop and maintain financial reporting dashboards for executive leadership Drive process improvements and automation in FP&A workflows Partner with cross-functional teams on strategic initiatives and M&A activities Ensure compliance with financial reporting standards and internal controls Strategic Planning: Lead the annual and multi-year long-range planning (LRP) processes. You will bridge the gap between high-level vision and granular departmenta