Manager, Financial systems

Posted 14 Days Ago
San Francisco, CA
Hybrid
155K-266K Annually
Senior level
Fintech • Software
The Role
The role involves managing and optimizing Plaid's enterprise financial applications, overseeing systems development and integration projects, and ensuring they align with business objectives. It also includes mentoring a team, engaging with business units for requirements gathering, and leading compliance efforts.
Summary Generated by Built In

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 is seeking an experienced leader to manage and optimize our enterprise application ecosystem, including ERP, Procurement systems, Time and Expense systems, Quote-to-cash ensuring alignment with business objectives. You will guide the development, implementation, and ongoing management of critical business systems, working closely with cross-functional teams to deliver solutions that enhance operational efficiency and customer satisfaction.

Responsibilities

  • Shape and execute the long-term vision for Plaid's enterprise financial applications, ensuring scalability, performance, and security.
  • Oversee the execution of systems development and integration projects, ensuring delivery on time, within scope, and within budget.
  • Manage and mentor a team of internal and external technology professionals, fostering skills development in business analysis, solution design, and system management.
  • Engage with key business units and peer organizations to gather requirements, manage expectations, and ensure solutions align with business goals.
  • Lead decision-making for systems architecture, tool selection, and technical solutions, ensuring alignment with best practices and modern technology trends.
  • Ensure systems meet performance benchmarks, comply with regulatory requirements, and contribute to a seamless user experience.
  • Promote innovation and efficiency by driving system enhancements and leveraging feedback for ongoing improvement.
  • Support Plaid's compliance with SOX requirements and lead efforts related to IPO readiness, ensuring that financial systems and processes align with regulatory standards.

Qualifications

  • Bachelor’s degree in IT, Computer Science, Engineering, Business Administration, or a related field (Master’s preferred).
  • 10+ years of experience in IT or business applications, with at least 5 years in a leadership role overseeing customer-facing and/or back office applicationsIndustry
  • Deep understanding of the software industry, including current trends and technologies.
  • Capacity to get hands dirty with basic scripting, programming, integrations, or administration.
  • Specific experience working with companies with a large partner ecosystem
  • Proven proficiency in eliciting business requirements, preparing functional designs, documenting and re-engineering business processes
  • Strong background in CRM software (Salesforce, Marketo, Xactly, NetSuite), and customer engagement platforms, and/or ERP software (Oracle, Workday, NetSuite)

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 [email protected].


Please review our Candidate Privacy Notice here.

Top Skills

Marketo
NetSuite
Oracle
Salesforce
Workday
Xactly
The Company
HQ: San Francisco, CA
1,012 Employees
On-site Workplace
Year Founded: 2013

What We Do

Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe.

At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.

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