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Treasury Manager

Plaid

Accounting & Finance

United States

Posted on Mar 27, 2026

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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 Treasury team manages Plaid’s global treasury operations, cash management, investment and banking relationships. You will be responsible for maintaining liquidity across multi-currency bank accounts, protecting company assets through robust treasury controls, and enabling strategic cash management to support Plaid’s growth and public company readiness.

We’re looking for a Treasury Manager to own and scale Plaid’s global treasury operations. This role will drive liquidity management, investment strategy execution, and banking infrastructure across multiple entities and currencies. You will operate as a key partner to Accounting, CorpFin, and Product, ensuring strong controls while building scalable, automated treasury systems.

Responsibilities

Own global treasury operations, including daily cash positioning, liquidity management, debt operations, fraud prevention, and banking relationship management
Own short- and long-term cash forecasting; partner with CorpFin to improve accuracy, analyze variances, and deliver insights to senior leadership
Manage the investment portfolio in compliance with Plaid's investment policy; optimize yield and bank fees to improve overall treasury efficiency
Lead intercompany funding strategy and oversee treasury transactions, FX exposure management, and hedging across global entities
Own treasury-related month-end close activities and partner closely with Accounting to ensure accurate and timely close
Develop and enforce treasury process standards, internal controls, and regulatory compliance measures
Drive process improvements across treasury workflows leveraging AI, automation, and next-generation treasury management systems to reduce manual intervention and enable real-time operations
Partner with the Product team on ACH and funds transfer related product initiatives, including customer funds management
Manage the corporate insurance program, including renewals, coverage assessments, and broker relationships

Qualifications

6-8 years of experience in treasury, preferably in publicly traded fintech, tech, or high-growth environments.
Experience managing multi-entity, multi-currency treasury operations
High attention to detail and integrity — this role owns high-stakes financial operations with little margin for error
Self-starter who can build structure and processes from scratch with minimal direction
Strong cross-functional collaborator; able to partner effectively with Accounting, CorpFin, and Product
Clear communicator who can distill complex treasury topics for senior stakeholders
Bias toward automation and continuous improvement — comfortable adopting AI tools to drive better outcomes
Experience with Treasury Management System
Experience with ACH/payment product banking infrastructure and customer funds management (preferred)
Familiarity with NetSuite or equivalent ERP systems (preferred)
Experience managing a corporate insurance program (preferred)
Background in debt operations and capital planning (preferred)

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.

100321 - 165000 USD a year

The target base salary for this position ranges from $100,321/year to $165,000/year encompassing all Zones. The target base salary will vary based on the job's location.

Our geographic zones are as follows:
Zone 1 - San Francisco / New York City / Seattle
Zone 2 - Los Angeles / Washington DC / Austin / Boston / Sacramento / San Diego
Zone 3 - Atlanta / Portland / Chicago / Philadelphia / Denver / Miami / Dallas / Raleigh
Zone 4 - All other US cities

The base salary range listed for this full-time position excludes commission (if applicable), equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills, experience, and relevant education or training.

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