Strategic Finance Lead - Go-To-Market at Plaid | San Francisco

We are seeking a visionary Strategic Finance Lead to drive our Go-To-Market (GTM) initiatives at Plaid. In this pivotal role, you will partner with cross-functional teams to develop strategic financial frameworks, enhance operational efficiencies, and support the growth objectives of our organization. Your analytical expertise will guide decision-making processes and ensure that we remain at the forefront of the financial technology landscape.

Join Plaid, a pioneering force in open finance, where our Product team is dedicated to building robust systems that empower millions of developers and businesses. We define our development strategies, guide their execution, and ensure excellence in delivery. This founding role in Product Operations will directly report to the Head of Business Operations, who is accountable to Plaid’s visionary founder and CEO. As we evolve into a multi-product organization, we are committed to enhancing our Product operations by clarifying priorities, ensuring consistent execution, and delivering superior quality in our product work.As our inaugural Product Operations Lead, you will be responsible for establishing and managing the operational framework for the Product organization. Collaborating closely with teams across Product, Engineering, Design, and Product Marketing, you will develop the systems, processes, and standards that enable teams to consistently execute high-quality work. Your hands-on approach and ability to operate from first principles will be essential in defining a long-term strategy for your area of expertise.

As a People Partner at Plaid, you will play an essential role in fostering a vibrant and inclusive workplace culture. You will work closely with various teams to align HR strategies with business goals, ensuring our employees are supported and engaged. Your expertise in employee relations, talent management, and organizational development will be pivotal in driving our mission to empower innovators and create a financial system that works for everyone.

Plaid is looking for an Analytics Engineer in San Francisco to help shape how data informs business and product decisions. This position centers on transforming raw data into clear, actionable insights that support growth and improve product outcomes. Role overview This role involves working closely with multiple teams to identify important metrics and analyze trends. Expect to translate complex datasets into findings that can guide strategic choices across the company. What you will do Collaborate with different teams to define and track key business and product metrics Analyze data to uncover patterns and opportunities for improvement Present findings that help drive product optimization and business growth Requirements Experience working with data to support decision-making Ability to communicate complex analyses in a clear, actionable way Comfort working cross-functionally with technical and non-technical teams

Join our dynamic team at Plaid as a Senior Visual Designer specializing in web design. In this role, you will be instrumental in crafting visually stunning and user-centric web experiences. Your creativity and expertise will drive our design initiatives, ensuring our digital products are not only functional but also aesthetically pleasing.

Strategic Finance LeadLocation: San Francisco, CAAbout MetriportMetriport is an innovative open-source data intelligence platform revolutionizing how healthcare organizations access and share patient data in real-time. Our platform seamlessly integrates with all major U.S. healthcare IT systems, providing access to medical data for over 300 million individuals. With a proven product-market fit, generating multi-million ARR, and a diverse clientele including Strive Health, Circle Medical, and Brightside Health, we are backed by leading venture capitalists and equipped with ample runway for scaling. Our tight-knit, high-performing team, primarily composed of former founders and two YC alumni, thrives in an engineering-heavy environment characterized by minimal bureaucracy and high autonomy. We value competence over prestige and are committed to maintaining sustainable work intensity while allowing flexibility in scheduling.The RoleAs the first dedicated Finance hire within our BizOps team, you will not be confined to traditional FP&A tasks. You will oversee our entire financial operations, ensuring the integrity of our financial records, improving revenue collection efficiency, and automating internal finance operations. We seek an adaptable, proactive individual who is comfortable leading strategic financial discussions while also engaging in hands-on troubleshooting of our financial systems.What You’ll OwnThe Financial Stack: Manage our banking, invoicing, bookkeeping, and FP&A processes end-to-end.The Close: Ensure pristine month-end and year-end financial closes, with books finalized by the 15th of each month.Operations & RevOps: Collaborate with the Sales team to drive revenue operations and integrate necessary systems (e.g., HubSpot to Stripe, Stripe to QuickBooks).Reporting: Monitor and enhance our collections rate, budget versus actuals (BVA), and departmental purchase request turnaround times.External Relations: Act as the professional representative of Metriport to accountants, investors, vendors, and customers.

About Flagright:Flagright serves as an innovative AI operating system designed for financial crime compliance, utilized by Fortune 500 companies, major banks, fintech firms, and rapidly expanding startups worldwide. Our platform offers real-time risk assessment, automated investigations, and smart decision-making, empowering compliance teams to maximize their effectiveness in combating financial crime.At Flagright, we pride ourselves on being a nimble and high-performing team, fostering individual ownership and direct access to leadership.Role Overview:As a pivotal member of our Go-To-Market (GTM) team, you will be instrumental in driving the growth of Flagright. We are seeking a GTM Lead who will enhance our market positioning, elevate win rates, and collaborate with the CEO and sales leadership on complex enterprise opportunities.In this position, you will craft product positioning, develop messaging frameworks, and strategize segmentation to ensure clarity and consistency across our revenue organization. You will also equip the sales team with playbooks, competitive insights, and necessary enablement tools to excel in the sales cycle.Your expertise will be crucial in translating market insights into GTM strategies, refining our competitive approach, prioritizing segments, and securing wins in the global financial crime compliance sector.

At Plaid, we envision a future where financial interactions are seamless and empowering. Our mission is to drive this change by creating innovative tools and experiences that thousands of developers leverage to build their own products. By enabling users to effortlessly connect their financial accounts with applications like Venmo, SoFi, and major banks, we make financial health more accessible to millions. Our expansive network includes 12,000 financial institutions across the US, Canada, the UK, and Europe. Founded in 2013 and headquartered in San Francisco, we also have offices in New York, Washington D.C., London, and Amsterdam.We are seeking a seasoned professional to lead our commercial partnerships with key players in the fintech and financial services sectors. The ideal candidate possesses sharp business acumen and can deliver significant commercial outcomes, ensuring success for both Plaid and its partners.As a thought leader, contract specialist, and occasionally lead negotiator for major partnership deals, you will have a considerable impact in defining the commercial terms that govern our partnerships. You thrive on achieving measurable results and are adept at negotiating mutually beneficial agreements.In this role, you will also collaborate closely with Plaid’s broader go-to-market teams, refining and standardizing commercial processes to enhance efficiency and consistency. Your analytical mindset drives you to utilize data insights for informed decision-making, promoting transparency and effective communication across the organization.

Be a Part of Pioneering Advanced Autonomy in ConstructionAt Bedrock Robotics, we are transforming the landscape of construction by integrating advanced AI technologies into real-world applications. Our team comprises industry experts who have played pivotal roles in renowned companies such as Waymo, Segment, and Uber Freight. We are on a mission to deploy autonomous systems on heavy construction machinery nationwide, significantly enhancing project timelines for billion-dollar infrastructure endeavors while prioritizing job site safety. With robust funding of $350M, we aim to bridge the gap between the escalating demand for housing, data centers, and manufacturing with the construction industry's persistent labor shortages.Join us where cutting-edge algorithms meet hands-on construction expertise. Collaborate with seasoned construction professionals and top-tier engineers to tackle challenges that simulations alone cannot address. If you are eager to leverage innovative technology to make a tangible impact, we invite you to become a vital member of our dynamic team.Your Role:As we expand rapidly and diversify our product offerings and revenue streams, we seek a distinguished finance leader to take on the role of Strategic Finance Lead. This pivotal position within our Finance team will influence the financial strategy of Bedrock Robotics and empower executive-level data-driven decision-making, driving long-term value creation. You will partner closely with the VP of Finance, CEO, COO, Commercial team, and various stakeholders across the organization to translate business strategies into actionable financial plans and insights.Key Responsibilities:Lead Strategic Planning:Oversee the company's long-term financial planning process and multi-year strategic modeling.Evaluate the financial implications of major strategic initiatives, including mergers and acquisitions, partnerships, capital raises, and market entry.Create board and investor presentations, including decks, updates, and fundraising narratives.Advise senior leadership on capital allocation strategies, ROI frameworks, and portfolio prioritization.Develop and Manage FP&A Functions:Supervise the annual budgeting, quarterly forecasting, and monthly performance commentary processes.Establish company-wide financial targets and ensure alignment across all business units.Conduct variance analysis to inform decision-making.

About the RoleAt Descript, finance is not merely a back-office function; it serves as a crucial strategic partner in guiding our growth trajectory. We are seeking a dedicated professional who can transform insights into actionable strategies to help the company make informed decisions, allocate capital efficiently, and optimize our go-to-market engine. Reporting directly to the VP of Finance, you will function as a senior individual contributor with substantial ownership over your work.Your responsibilities will span the entire growth funnel, from lead generation to conversion, retention, and Annual Recurring Revenue (ARR). You will take charge of the go-to-market (GTM) and growth models, collaborating closely with Sales, Marketing, Growth, and Data teams. As a strategic partner, you will advise GTM leadership on goal-setting, performance tracking, and identifying new growth avenues across self-serve, product-led, and sales-led initiatives.The ideal candidate will approach GTM finance with a blend of analytical rigor and strategic foresight. You should relish the opportunity to build models and metrics while also crafting a compelling narrative around growth. Proficiency in SQL is essential, as is the ability to work with complex and imperfect data, translating these into clear, impactful recommendations that influence Descript's growth strategy.

The Strategic Finance Lead at paraform will play a pivotal role in shaping the financial strategy and driving operational efficiency. You will collaborate closely with cross-functional teams to deliver insights and recommendations that support business growth and sustainability. This role is ideal for a dynamic professional who thrives in a fast-paced environment and possesses a keen analytical mindset.

As the Go-To-Market (GTM) Lead at Forerunner, you will spearhead strategic initiatives aimed at driving market growth and enhancing our overall brand presence. You will collaborate closely with cross-functional teams, leveraging data-driven insights to develop and execute impactful marketing strategies that resonate with our target audience. This role is vital for shaping the future of our product offerings and ensuring alignment with customer needs.

At Block, we are united by a shared mission of economic empowerment, built through diverse yet interconnected teams that span various disciplines. Our foundational support teams—including People, Finance, Legal Counsel, Hardware, Information Security, and Platform Infrastructure Engineering—are dedicated to creating inclusive policies, forecasting financial futures, providing legal guidance, safeguarding our systems, and nurturing innovative initiatives. Every challenge is an opportunity, and we welcome various perspectives to help us navigate them. Join us at Block and bring your unique insights.The RoleWe are on the lookout for a visionary finance executive to spearhead our Finance & Strategy Go-To-Market (GTM) organization. Collaborating closely with the GTM Lead and their executive team, you will report to the Head of Strategic Finance at Block. This role is pivotal in driving our financial strategy, enhancing business modeling, and providing crucial decision support as a trusted advisor to GTM leadership.As the leader of our strategic GTM partnership, your focus will be on fostering collaboration between finance and GTM functions on Block's most vital initiatives. You will engage in highly strategic analytical work, from crafting acquisition strategies to developing frameworks that evaluate performance across various brands, functions, and channels. This unique position allows you to significantly influence Block's growth trajectory, ensuring we make the best investment decisions that will shape our future.

Join Carta as the Director of Strategic Finance - Go-To-Market (GTM). In this pivotal role, you will lead financial strategy and analysis to support our go-to-market initiatives, driving revenue growth and operational efficiency. Your expertise will be crucial in shaping financial decisions that align with our strategic vision.As a key member of the leadership team, you will collaborate cross-functionally to develop financial models, forecasts, and business cases that support our growth objectives. You will also be responsible for mentoring and developing a high-performing finance team.

About the RoleLatent is on a mission to develop an exceptional Go-To-Market (GTM) engine, and we need a unique individual to join our team. As a GTM Engineer, you will function as a product manager dedicated to the GTM organization.Your Key Responsibilities:Collaborate across marketing, sales, solutions, and post-sales teams.Gain insights into the current processes of GTM execution.Design and implement internal tools, automations, systems, and micro-products that dramatically enhance the productivity of the GTM team.Leverage AI, workflow design, and streamlined tools to transform chaotic, high-volume data into organized, repeatable, and measurable workflows.By excelling in this role, you will significantly impact Latent’s growth trajectory and take on a pivotal role in scaling our GTM operations.Your ResponsibilitiesThe GTM team at Latent generates a wealth of raw data, including executive conversations, CPO initiatives, Gong calls, product content, ROI models, and live deal insights. Currently, we are only capturing a fraction of this value.Your primary objective will be to convert this raw GTM information into a structured, compounding system that guides team members on their daily focus and enhances marketing, sales, and solutions with every engagement.In the Long Run, You Will Expand Your Focus To:Events and webinarsAccount-based initiativesPaid and owned channelsProduct marketingPartnership developmentSales playbook automationPipeline diagnostics and forecasting processesYour ultimate aim is to ensure that every GTM contributor operates at their utmost efficiency.Key Ownership Responsibilities1. Complete Lifecycle Management of Internal “Products”You will manage the entire lifecycle from discovery through specification, building, rollout, adoption, and iteration. Engage with internal users (AEs, SDRs, AMs, Marketing), analyze usage data, and continuously refine processes.2. Development of Internal Tools, Automations, and Micro-ProductsUtilizing no-code, low-code, or light code tools (such as Zapier, Make, n8n, Notion, Airtable, Supabase, Retool, Webflow, scripts, and AI agents), you will deliver systems that:Streamline operationsEnhance productivityFacilitate data-driven decision-making

As the Head of Strategic Finance at Asana, you will lead our finance strategy and operations, ensuring financial stability and growth. You will play a critical role in shaping financial planning, reporting, and analysis, driving data-driven decision-making across the organization. Your leadership will guide our financial insights and support strategic initiatives that align with our mission to help teams collaborate effectively.

Baseten is looking for a Strategic Finance Specialist to focus on Go-To-Market (GTM) strategies in San Francisco. This position centers on analyzing financial data and supporting key decisions that shape GTM initiatives. Role overview This role works closely with teams across the company to improve growth and efficiency. The Strategic Finance Specialist uses financial insights to guide GTM projects and influence business outcomes. What you will do Analyze financial data related to GTM strategies Support strategic decision-making with clear financial insights Collaborate with cross-functional teams to enhance GTM initiatives Help drive growth and operational efficiency through financial expertise Location This position is based in San Francisco.

About Us At Otter, we understand that thriving in the restaurant industry today requires not only a passion for food and service but also a deep commitment to technology. Our mission is to empower restaurateurs globally to excel in the online food delivery landscape. Trusted by renowned brands such as Chick-fil-A, Ben & Jerry’s, KFC, and Eataly, our innovative software enhances sales, mitigates order errors, and simplifies delivery operations. Your Role Serve as the key financial partner within Otter, managing forecasting, financial planning, and performance oversight. Collaborate closely with business leaders and the CFO to convert complex data into clear, actionable insights that drive growth and efficiency while guiding capital investment decisions. Lead the budgeting process and long-term planning initiatives, develop and maintain top-tier financial models, and assess critical revenue, margin, and cost initiatives. You will monitor performance against KPIs, pinpoint variance drivers, and significantly influence your business unit's strategic direction. Work in tandem with operations, product, and go-to-market teams to influence pricing, resource allocation, and cost optimization strategies, ensuring disciplined capital deployment aligned with the company's key priorities. Qualifications A Bachelor’s degree in a STEM or analytical field. 2–5 years of experience in investment-related fields (e.g., Investment Banking, Consulting, Private Equity, Venture Capital, or Hedge Funds), with direct involvement in capital deployment or investment decision support. 2–5 years in an internal finance position, closely collaborating with operational teams to enhance business performance. Exceptional problem-solving skills, structured thinking, and a strong intellectual capacity. A collaborative approach with the ability to influence stakeholders across various functions. Why Join Us? The online food delivery market is rapidly growing, expanding from $10B to $100B in the last five years in the U.S., with projections reaching $500B to $1T by 2030. Be part of a team that is dedicated to transforming the restaurant industry, enabling businesses to thrive in the digital food delivery space. A collaborative and dynamic work environment that encourages innovation and personal growth.

About Workstream Workstream builds an all-in-one HR, payroll, and hiring platform designed for hourly workers. With 2.7 billion hourly workers worldwide, this segment makes up 80% of the global workforce, yet has often been underserved by technology. Workstream’s platform helps businesses and their employees succeed by focusing on the unique needs of hourly teams. Clients include well-known brands such as Burger King, Carl's Jr./Hardee's, IHOP, KFC, and Culvers. As a Series B company backed by investors like Founders Fund, BOND, and Coatue, Workstream continues to expand its product suite and vision. Role Overview: Strategic Finance Manager Workstream is seeking a Strategic Finance Manager to help scale financial planning, reporting, and systems infrastructure. This role leads all FP&A operations and works to improve financial visibility across the company, supporting data-driven decisions at every level. This position is based in the Bay Area and requires regular in-office work, at least four days per week, in San Francisco and/or Menlo Park. What You Will Do Oversee financial planning and analysis (FP&A) operations Enhance reporting and financial systems to support growth Partner with the Controller, Accounting, and cross-functional leaders to develop scalable financial processes Use technology, including AI, to optimize financial operations and workflows Deliver actionable insights that improve operational and financial efficiency Who We’re Looking For Strategic thinker and proactive business partner Comfortable working hands-on and at a strategic level Strong problem-solving skills, especially with systems and AI Resourceful and adaptable in ambiguous situations Experience collaborating with finance, accounting, and other teams Location and Work Arrangement This role is based in the Bay Area, with regular in-office collaboration required in San Francisco and/or Menlo Park (minimum four days per week).

At Anaplan, we are a collaborative team of innovators dedicated to enhancing business decision-making through our advanced AI-powered scenario planning and analysis platform. Our mission is to empower our customers to stay ahead of their competition and the ever-evolving market landscape.What brings Anaplanners together, regardless of teams or locations, is our unwavering commitment to our customers' prosperity and our vibrant Winning Culture.Our clientele includes some of the most prestigious names in the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our top-tier platform.Our Winning Culture fuels our innovative teams. We embrace diverse perspectives and ideas, act as leaders regardless of our titles, strive for ambitious goals, and take joy in celebrating our successes, both large and small.Guided by our principles of being strategy-led, values-driven, and disciplined in execution, you will find inspiration, connection, growth, and rewards here. We welcome every unique aspect of you; join us in building what’s next together!Anaplan is seeking a driven FP&A Manager in Go-To-Market Finance to become a key member of our Finance Team as an individual contributor based in the US, preferably from the Pacific or Central time zone. Engage with a prominent SaaS cloud company and take on unique challenges that await your expertise in this immediate full-time role.