FP&A & Financial Systems Manager

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.