Responsible for full Order to Cash process, reviewing contracts, participating in month-end close, and driving systems improvements.
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 Revenue Accounting team is responsible for the full Order to Cash process at Plaid — including contract configuration, billing, revenue recognition, month-end close, and accounts receivable collection. We work closely with cross-functional teams such as Commercial, Billing Engineering, Legal, and Finance to improve systems and processes, ensure revenue accuracy and compliance, and provide strategic support to help Plaid win and scale large customer deals.
You will own complex contract reviews in accordance with ASC 606,, and monthly close processes. You'll collaborate cross-functionally with Commercial, Billing Eng, Finance, RevOps, BizTech and Legal to help scale our systems and processes.
Responsibilities
- Review and configure customer contracts and assess revenue recognition
- Participate in revenue month-end close activities, prepare journal entries, reconciliations, and flux
- Partner with Commercial, GTM, StratFin to evaluate new deal structures
- Partner with Billing Eng, RevOps and BizTech to drive for system improvement
- Support audits and provide documentation
- Drive process improvements and automation
Qualifications
- Bachelor's in Accounting or related; CPA preferred
- 2-4 years of experience in accounting
- Experience working at a SaaS / Software high-growth tech company and Big 4 preferred
- Strong ASC 606 knowledge
- Experience with SaaS / Software / Usage-based revenue recognition
- Attention to detail, sound judgment, and ownership
- Critical thinking and problem solving skills
- Excellent collaboration and communication skills
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.
Top Skills
Asc 606
SaaS
Software
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