Strategic Finance Lead

• 7+ years in strategic finance, FP&A, or business analytics — ideally in fintech, SaaS or another recurring-revenue business.
• Payments or transaction economics — take rate, transaction mix across rails, cost per transaction, and how volume converts to revenue. This is core to how Plooto makes money, and you’ll be modeling it.
• SaaS metrics in practice — ARR, MRR, churn, CAC, payback, LTV — and the judgment to know when a movement matters.
• Hands-on SQL against a warehouse (Databricks or similar) wired into Excel, building live-refresh workflows rather than static exports.
• Advanced Excel and driver-based modeling, with the ability to rebuild as the business and your understanding change.
• Comfort reasoning about cause, not just correlation — you can tell a deliberate test from a drift, ask what the hypothesis was, and judge whether a result is real.
• Exceptional communication — you can make a complex analysis simple and persuasive for technical and non-technical audiences, and hold your own with business leaders.
• A partnering instinct, and the judgment to prioritize. With fluid scope and a lot of inbound, you’ll need to decide what earns your time and say no clearly.
• Using AI tools to automate analytical workflows and work faster.
• Experience helping select or implement FP&A planning tooling.

Why Become a Plootonian?

If you're looking to make a meaningful impact, look no further. We're transforming the payments space in North America by delivering an unrivalled product experience to solve a real and pressing problem for SMBs.

The biggest reason small businesses fail is poor financial management and cash flow — and Plooto fixes that. We have strong product-market fit, a massive opportunity ahead, and the backing of experienced fintech leaders.

You'll join a team that cares deeply about customer impact, takes pride in our craft, and moves with urgency. We're just getting started — and you'll help shape the next chapter of our growth story.

Join Plooto and be part of a mission that matters.