The AP and T&E Analyst manages travel and expense policies, processes employee expenses, oversees corporate card programs, and ensures compliance with company policies.
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.
We are the Accounting team at Plaid, a high-growth financial services technology company. Our mission is to ensure accurate financial reporting, maintain strong cash flow management, and support the company’s growth with scalable and efficient processes. We focus on optimizing AP processes through automation and data-driven decision-making to enhance accuracy, efficiency, and compliance. Our goal is to support Plaid’s growth by ensuring strong financial controls. The AP and T&E team manages company payments by processing vendor invoices and employee travel and business expenses . They ensure accuracy, compliance with company policy, and timely disbursement.
Responsibilities
- Maintain and enforce T&E policies in line with regional regulations and tax requirements
- Manage flight and hotel programs; support contract negotiations with procurement and EAs
- Oversee corporate card program — issue cards, monitor spend, and handle disputes
- Review and process employee expenses for accuracy and policy compliance
- Act as T&E point of contact; monitor communication channels
- Provide employee support on travel and expense procedures
- Continuously improve processes and adapt platform based on feedback and business needs
- Collaborate with business and finance teams on budgeting, fund allocation, and program rollout
- Receive and review invoices; validate against contracts, terms, and vendor profiles
- Assist with International and US payment runs and maintain direct communication with vendors
- Resolve invoice discrepancies and respond to payment-related inquiries
- Work cross-functionally with Procurement and FP&A for coding and data accuracy
- Reconcile key AP accounts for close activities and maintain records
- Identify process efficiencies; document workflows to support scalable AP operations
Qualifications
- 1-4 years of experience managing T&E and AP in a high growth tech company, with a strong understanding of scalable processes, compliance, and cross-functional collaboration
- 1-4 years of experience working in the accounting function, preferred
- Bachelor’s degree in accounting or related field, preferred
- Excellent analytical and problem-solving abilities
- Proven ability to work independently while collaborating effectively within a team
- Exceptional attention to detail and a high level of accuracy
- High proficiency in Microsoft Excel and/or Google Sheets
- Experience with Brex, NetSuite, Bill.com, Ironclad, preferred
- Strong understanding of travel and expense policies, processes, and compliance requirements, preferred
- Experience communicating finance requirements clearly to non-finance stakeholders, 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 [email protected].
Please review our Candidate Privacy Notice here.
Top Skills
Bill.Com
Brex
Ironclad
Excel
NetSuite
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