Head of Finance, Canada

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 Role The EPD Finance function is a strategic partner to Plaid’s world-class Engineering, Product, and Design (EPD) organization. The team owns product-level revenue and gross margin forecasting, R&D investment planning, and the analytical frameworks that guide how Plaid deploys capital — and serves as a critical voice in long-range strategic and capital allocation decisions. As Head of EPD Finance, you will work closely with Engineering, Product, Design, GTM, Data, Accounting, and the Executive team to ensure our R&D engine and product portfolio deliver durable, compounding returns. You will report directly to the CFO and act as the primary finance partner to our CPO and CTO — their go-to thought partner on strategy, resource allocation, and execution across the EPD organization. You will inherit a lean, talented team with plans to scale appropriately over time. RESPONSIBILITIES * Revenue & Gross Margin Forecasting — Build product-level forecasts that accurately predict Plaid’s topline performance in the near and mid-term. Construct long-term forecasts that balance bottoms-up and top-down methodologies to help size Plaid’s commercial opportunity 3–5 years into the future. * Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning. Identify opportunities to optimize COGS and opex in ways that increase velocity, while remaining disciplined on costs. * Performance Visibility & Tracking — Own EPD performance tracking and reporting. Ensure we focus on the highest-signal metrics, including service delivery to customers. Partner with Data teams on data hygiene, timeliness, and the granularity needed to inform decisions across EPD and the broader business. * Cross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities. * Board Reporting — Own the Product narrative for quarterly Board meetings: business performance, strategic progress against near- and long-term goals, and a forward-looking perspective — synthesized into compelling, executive-ready materials. * Team Building — Define the future-state of the EPD Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled growth-stage business. Be a strong collaborator with peer Finance leads, and set the example for how your team partners with the rest of the Finance org. QUALIFICATIONS * 15+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth technology company * Deep fluency in product P&L finance — you can move fluidly between product-level revenue forecasting, gross margin analysis, headcount and capacity planning, and software economics without losing the narrative thread * Exceptional analytical rigor paired with sharp business judgment — you know when the model needs more work and when it’s time to make a call * A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there * Demonstrated success leading and developing high-performing finance teams * Executive presence and exceptional communication skills — written, verbal, and visual — with the ability to influence senior stakeholders, technical leaders, and Board-level audiences * Prior experience partnering with engineering and product leaders is a strong plus; fintech or financial services experience is a plus, but not required Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

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.   Plaid sits at the center of digital finance, helping millions of consumers connect their financial accounts to the apps they use every day. Our Support team plays a critical role—delivering fast, high-quality help that resolves issues and helps customers get more from our products.   As Head of Support, you will own our global support strategy and outcomes across customer and consumer support, leading a distributed team that works across channels, products, and industries. You’ll be responsible for uniting our customer and consumer support motions, evolving our Customer Success Package business, and using support as a strategic lever to influence product quality, roadmap, and Plaid’s brand in the market. This is a highly visible role with the opportunity to lead a multimillion-dollar business, shape end-to-end experiences, and build the gold standard for support in fintech.   Responsibilities * Own the global support strategy and outcomes across SLAs, CSAT, revenue, and support quality. * Unite our customer and consumer support teams into a single, high‑performing organization that is a true differentiator for Plaid. * Lead, grow, and coach managers and ICs across regions and time zones; drive performance, calibration, and quality programs at scale. * Manage critical incidents and executive‑level escalations in tight partnership with Product, Engineering, Risk, Compliance, GTM, and CS Ops, including post‑incident reviews and process fixes. * Evolve support operations, tooling, and knowledge management to drive efficiency, deflection, and consistent, high‑quality experiences for customers and consumers. * Own the Customer Success Package business, balancing COGS, revenue, and customer experience * Regularly report on support health and align plans and tradeoffs with Plaid’s executive team and other stakeholders   Qualifications * 10+ years in technical/customer support with at least 5+ years leading managers (manager‑of‑managers) in a scaling B2B SaaS or API company. * 3+ years running global support operations with measurable improvements in SLAs, CSAT/CES and quality. * Background in fintech, payments, or developer/API platforms operating at significant scale, preferred * Proven success owning support outcomes at scale, including incident management and executive‑level escalations * Deep experience building and leading distributed teams, with strong hiring, coaching, and performance management muscles across regions and time zones. * Strong operational rigor: metrics design, forecasting and capacity planning, process improvement, and support tooling strategy. * Demonstrated ability to partner with GTM, Product, and Engineering to influence roadmaps and improve product quality through support insights. * Experience using AI and building content/deflection programs and quality frameworks. Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.