Persona is where the world's best companies and the world's best talent meet.

We place exceptional people from 98 countries into full-time, long-term remote roles with the most ambitious companies on earth. Fortune 500 enterprises, fast-growing startups backed by Sequoia, Founders Fund, and Andreessen Horowitz, and high-performing companies of every size in between. Project management, operations, finance, design, marketing, customer success, and more. One person, one dedicated client, built to last.

The bar is the highest in the industry. More than 200,000 people apply every month, and fewer than 1 in 2,000 are accepted. If you make it, you join a network of people who have cleared a standard most companies couldn't recruit for on their own, and you get the kind of role that's almost impossible to find on your own: industry-leading pay set against your experience and skill, real career growth, and a stable seat at a serious company, working from home, anywhere in the world.

Persona was founded in 2018 by two Stanford graduates on a simple idea: talent is everywhere, but the systems that connect talent to opportunity are broken. We're rebuilding them, and we've grown into one of the fastest-growing companies in the global talent industry doing it.

We hire people who care about the craft of their work, take ownership without being asked, and want to build a career rather than just hold a job. If that's you, we'd like to meet you.

Role Summary

We are hiring an FP&A & Financial Systems Manager to support financial planning, reporting, and strategic decision-making across a portfolio of growing companies. You will build forecasts, financial models, dashboards, and automated reporting systems using financial and operational data from multiple sources. This fully remote role is open to qualified candidates worldwide.

Key Responsibilities

Financial Planning & Analysis

Prepare budgets, driver-based forecasts, cash-flow models, and scenario analyses
Analyze performance against budgets, forecasts, and prior periods
Identify the primary drivers of revenue, expenses, margins, and cash flow
Support pricing, hiring, investment, and operational decisions
Develop KPIs and translate financial results into clear recommendations

Reporting, Systems & Automation

Build executive dashboards, management reports, scorecards, and board-ready materials
Create visually polished reporting that makes complex information easy to understand
Extract, clean, reconcile, and analyze financial and operational data
Investigate discrepancies and validate source data before reporting
Build and maintain automated connections between financial models, client systems, and dashboards
Own formulas, data structures, and reporting logic to ensure reliable refreshes
Use AI and automation tools to improve data quality and reduce repetitive manual work

Client & Team Collaboration

Present findings to founders, executives, and non-finance stakeholders
Help clients define the financial and operational metrics that matter most
Manage multiple client priorities, deliverables, and deadlines
Provide guidance and review support to analysts when appropriate
Build trusted relationships through clear communication and consistent follow-through

Required Qualifications

5+ years of experience in FP&A, corporate finance, management reporting, accounting, or a related field
Advanced financial-modeling skills, including budgeting, forecasting, scenario analysis, and long-range planning
Strong understanding of financial statements and business-performance metrics
Advanced Excel or Google Sheets proficiency
Experience cleaning, reconciling, and analyzing large or imperfect datasets
Experience creating executive dashboards, management reports, or board materials
Experience working with CRM, payment, subscription, payroll, or accounting platforms
Strong visual judgment and attention to reporting design and readability
Comfort using AI tools to build models, troubleshoot spreadsheets, and improve workflows
Clear written and verbal communication skills
Bachelor's degree in Accounting, Finance, Economics, Business, or a related field

Preferred Qualifications

CPA, CMA, or a comparable professional certification
Experience in consulting, outsourced finance, or another client-service environment
Familiarity with QuickBooks Online, HubSpot, Stripe, Looker Studio, Power BI, Tableau, or similar platforms
Experience working with APIs, system connectors, or automated reporting workflows
Experience supporting SaaS, subscription, e-commerce, healthcare, or professional-services businesses
Familiarity with metrics such as MRR, ARR, churn, conversion rates, payment volume, and pipeline performance

Tools & Technologies

Microsoft Excel, Google Sheets, QuickBooks Online, HubSpot, Stripe, payroll platforms, Looker Studio, Power BI, Tableau, APIs, data connectors, and AI tools such as ChatGPT, Claude, and Gemini

Core Competencies

Financial analysis and modeling
Data accuracy and reconciliation
Systems thinking
Automation and process improvement
Executive communication
Visual reporting and dashboard design
Client relationship management
Critical thinking and problem-solving
Ownership and accountability

What We Offer

Best salaries in the industry
Work from anywhere permanently
Opportunities for growth and advancement
A fast-paced and collaborative environment
A warm, people-first company culture
Get paid in your currency of choice
Full benefits

This is a full-time, long-term role dedicated exclusively to one of our clients. All roles at Persona are 100% work-from-anywhere. Once hired, we will carefully match you to a client company that best suits your career background, skills, and goals.