Principal Financial Planning Analysis Partner Jobs in San Francisco, CA

systems with business partners, financial colleagues, and engineers.

What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment

Plaid’s Corporate Finance team leads company-wide financial planning, forecasting, and reporting, delivering strategic insights to internal and external

Role Own program budgeting, spend tracking, financial planning, reporting, and analysis, serving as a key financial partner

In this role, you will ERP Core Financials: Serve as internal functional lead for Workday Financials, partnering

strong business and financial analysis Drive ad-hoc projects and analysis to support Benchling’s long-term growth

Strong command of principal-versus-agent analysis, gross-versus-net presentation, variable consideration, consideration payable to a customer, contract

across construction debt, permanent debt, tax equity, and incentive monetization; own financing models, forecasts, and KPIs prior to handoff into operations; and partner

Specific responsibilities will include: Financial Planning & Analysis: Develop comprehensive financial plans and forecasts aligned with

Lead budgeting and long-range planning, build and own best-in-class financial models, and evaluate critical initiatives across revenue, margin, and cost

In this role, you won't just handle financial planning—you will partner with Sales, Product, Engineering, Operations and company leadership to drive business execution

, standalone selling prices, contract modification accounting, considerations payable to a customer, principal versus agent analysis, material rights, and variable

, or financial analysis for a growing technology business, with evidence that your work influenced operating or investment decisions.

Strong attention to detail and a high level of accuracy with financial data.

Plaid powers the tools millions of people rely on to live a healthier financial life.