Strategic Finance Associate (SF)

At Persona, we're building the first universal and comprehensive identity infrastructure to help businesses of all sizes better serve and protect their end users' identities. Our identity platform enables businesses to collect and manage their end users' personal information securely, verify that their end users are who they say they are, analyze and detect fraud and abuse, and pull sensitive reports about their end users in a privacy-centric way. In a world where consumer behaviors are changing and privacy and identity are taking on a new meaning, we want to help businesses find their superpowers and do it while putting their end users, the people, first.

About the Role

The Finance and Monetization team serves as the central hub for financial operations, investor relations, pricing strategy, sales & post sales commercial enablement, as well as a wide range of special projects at Persona. Our team focuses on high-impact cross functional initiatives that help inform the next 1, 5, and 10 years of Persona’s future. While spreadsheets, data analysis, and narrative crafting are core parts of what we do, we take personal ownership over the operating side of our work too – there’s no better way to understand our company than to take an active role in building it. As such, you’ll be expected to not just make recommendations, but execute against these recommendations and monitor the results. As a member of the F&M team, you’ll work closely with customers, Sales, Post Sales, Product, and the broader GTM organization on key initiatives to help build Persona.

What you'll achieve

• Gain a strong understanding of Persona’s business fundamentals and drive initiatives to improve top line performance and iterate on operational processes
• Prepare business cases to support new investments, review vendor contracts, and ensure we are deploying our capital responsibly
• Partner closely with Finance leads to architect the contract renewals process: outline account strategy, develop commercial proposals, and lead customer engagement
• Build financial models and synthesize outputs to understand performance across the organization and present to executive leadership
• Identify risks and opportunities within the customer population and work with the Sales and Post Sales team to take necessary action
• Build intuitive dashboards to analyze commercial performance and surface key insights to iterate on the respective commercial motions
• Research and quantify Persona’s performance across different axes: industry, use case, geography and apply these learnings to the go-to-market motion
• Work alongside the Product team to digest, analyze, and synthesize information on the competitive landscape of our products to help us position ourselves in the market and shape future development opportunities

What you'll bring to Persona

• 2-3 years of operational experience including investment banking, management consulting, strategic finance, or business operations
• Experience working in highly cross-functional environments and demonstrated success working collaboratively across teams
• Interest in sales operations: Salesforce, SQL, Excel as well as ability to work with large data sets
• Program management: create frameworks and SOPs for teams to leverage, coordinate meetings and follow ups in/out of the organization, and summarize key points and next steps
• Experience building models, one off analyses, and staring at data until it makes sense
• Excellent written and verbal communication skills, including the ability to communicate financial and commercial concepts to a wide range of audiences
• Customer centric mindset: an upbeat attitude and willingness to collaborate with customers
• An action-oriented and organized self-starter attitude, unafraid to take processes from 0 to 1

Compensation & Equity

For this role, the estimated base salary range is between $105,000 - $120,000. Base salaries are just one component of the total compensation package and are determined by a number of factors such as years of experience, expertise, qualifications and more. In addition to base salary, we offer competitive equity packages that play a big part in recognizing you for the huge impact you will have on helping us achieve our mission. Please note, the salary range is a guideline that is subject to change without notice.

Benefits and Perks

Persona offers a wide-range of thoughtful and inclusive benefits for this role, including medical, dental, and vision, 3% 401(k) contribution, unlimited PTO, quarterly mental health days, family planning benefits, professional development stipends, wellness benefits, among others.

While we believe competitive compensation and benefits are a critical aspect of you deciding to join us, we do hope you consider why our core values and culture are right for you. If you’d like to better understand what it’s like working at Persona, feel free to check out our reviews on Glassdoor.

Diversity, equity, inclusion and belonging

At Persona, we strive to put diversity and inclusion at the forefront of everything we do, reflecting our core values. Our DEIB Employee Resource Group seeks to build a diverse and inclusive team that fosters an environment where each Personerd feels empowered to bring their unique differences to work and achieve their full innovative potential. Our hope is that by fostering such an environment, we strengthen our business and relationships by putting people first.

We strive to promote a culture that celebrates diversity and inclusiveness regardless of, but not limited to, race, gender, sexual orientation, family status, religion, ethnicity, national origin, physical disability, veteran status, or age.