Finance & Operations Executive Assistant

Persona is a recruiting and staffing company that hires exceptional people from 98 countries into full-time, long-term remote roles with the most ambitious companies on earth.

Our clients include Fortune 500 enterprises, fast-growing startups backed by Sequoia, Founders Fund, and Andreessen Horowitz, and high-performing companies of every size in between. We offer roles in project management, operations, finance, design, marketing, customer success, and more. Every hire is for a specific open position: one person, one dedicated client, built to last.

Every offer we make is for an open role with a single client — 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 opportunity isn’t. By recruiting globally for specific client roles, we’ve grown into one of the fastest-growing companies in the global staffing industry. Every applicant goes through the same steps, and each one is designed to let you show what you can actually do.

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, and one of our open roles fits, we’d like to meet you.

Role Summary

We are seeking a Finance & Operations Executive Assistant to support financial and accounting activities, executive administration, and business operations for a growing client company. Finance and accounting will be the primary focus, while the role also supports multiple leaders, including the CEO, with organizational priorities, executive coordination, and process improvements. This remote opportunity is open to candidates based in Latin America, with part-time, full-time, and hybrid arrangements under consideration. 

Key Responsibilities

• Support day-to-day finance and accounting activities, ensuring accurate financial records and timely completion of assigned tasks.

• Assist with accounts payable, accounts receivable, transaction tracking, reconciliations, and general accounting processes.

• Maintain organized financial spreadsheets, accounting records, and supporting documentation.

• Prepare financial reports, summaries, and accounting information for leadership review.

• Track recurring finance deadlines, outstanding transactions, and reporting requirements.

• Review financial records to identify discrepancies, missing information, and opportunities for improvement.

• Coordinate finance-related requests and follow-ups with internal stakeholders and leadership.

• Provide administrative and executive support to multiple leaders across different business functions, including the CEO.

• Coordinate executive calendars, meetings, communications, and important follow-up activities.

• Maintain organized records of leadership priorities, commitments, decisions, and action items.

• Assist the CEO in managing business priorities, professional relationships, and relevant personal commitments.

• Support cross-functional operational activities by tracking projects, deadlines, and deliverables.

• Maintain and organize company documentation, internal processes, and operational information.

• Identify opportunities to improve financial workflows, administrative procedures, and business operations.

• Help the CEO organize company structures, responsibilities, and internal coordination processes as the role evolves.

• Communicate proactively with leadership regarding outstanding tasks, financial information, and operational priorities.

• Handle sensitive financial, executive, and organizational information with confidentiality and discretion.

• Support special projects and additional finance, administrative, and operational responsibilities as needed.

Required Qualifications

• Strong hands-on experience in Finance & Accounting, with a solid understanding of accounting principles and financial processes.

• Practical experience maintaining financial records, supporting accounting transactions, and preparing financial documentation or reports.

• Working knowledge of accounts payable, accounts receivable, reconciliations, and general accounting activities.

• Experience using accounting software and financial spreadsheets.

• Strong proficiency in Microsoft Excel or Google Sheets for financial tracking, analysis, and reporting.

• Experience coordinating tasks, deadlines, and communication across multiple stakeholders.

• Strong organizational skills and ability to manage competing priorities independently.

• Excellent attention to detail and accuracy when handling financial information and documentation.

• Clear written and verbal English communication skills.

• Strong problem-solving abilities and confidence identifying discrepancies and process improvements.

• Ability to handle confidential financial and executive information with professionalism and sound judgment.

• Adaptability and willingness to support executive administration and operational responsibilities alongside finance and accounting work.

• Ability to work independently and collaborate effectively in a remote environment.

• Must be based in Latin America.

Preferred Qualifications

• Experience working in a marketing agency or supporting finance and accounting activities within an agency environment.

• Previous experience providing executive assistance or administrative support to senior leadership.

• Experience supporting a CEO, founder, or multiple executives.

• Background combining finance and accounting responsibilities with operations or business administration.

• Experience preparing management reports, maintaining budgets, or supporting financial planning activities.

• Familiarity with accounting process improvements, financial controls, and operational documentation.

• Experience coordinating cross-functional initiatives and improving internal workflows.

• Experience working in a growing company with evolving responsibilities and organizational structures.

Tools & Technologies

• Microsoft Excel, Google Sheets, QuickBooks Online, Xero, Sage, Microsoft Outlook, Google Calendar, Microsoft Teams, Slack, Zoom, Google Drive, Microsoft SharePoint, Asana, ClickUp, Notion

Core Competencies

• Finance and accounting proficiency

• Financial accuracy and attention to detail

• Executive and administrative support

• Organization and prioritization

• Cross-functional coordination

• Operational problem-solving

• Confidentiality and sound judgment

• Clear professional communication

• Ownership and accountability

• Adaptability and resourcefulness

What We Offer

• Best salaries in the industry

• work remotely from the location specified for this role 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 remote position dedicated to one client company. Persona provides onboarding and ongoing employment support for this position.