Strategic Finance Associate, Persona
$105-120k
+ Equity
Identity verification infrastructure solution
Open for applications
Identity verification infrastructure solution
201-500 employees
Open for applications
$105-120k
+ Equity
201-500 employees
Company mission
To create the ideal identity verification experience for your business and customers.
Role
Who you are
- 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
What the job involves
- 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
- 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
Our take
Persona enables businesses to verify customer identities, fostering trust in online interactions and aiding in age verification, fraud prevention, and account recovery. It offers a comprehensive suite of automated identity verification components with worldwide coverage that can be configured, branded, and themed to create custom-tailored flows for any use case
Businesses and governmental organizations can access Persona’s platform via an API, which supports various documents from government-issued IDs to biometrics, ensuring customers are who they claim to be. Persona’s platform also collects passive signals such as a user’s device, location, and behavioral patterns to provide a more holistic risk profile, beneficial in financial and insurance contexts
Recently, Persona partnered with Member Driven Technologies (MDT) to enhance identity verification for credit unions. This partnership enables credit unions to adjust their identity verification flows in real-time based on risk signals, improving user conversion and fraud deterrence. The collaboration aims to streamline operations and strengthen fraud prevention, both digitally and in branches. Since founding, Persona has been scaling its offerings and now boasts a worldwide presence, serving clients in nearly every country and supporting 20 languages.
Kirsty
Company Specialist
Insights
Few candidates hear
back within 2 weeks
40% employee growth in 12 months
Company
Employee endorsements
Nice people
"Everyone who I have met and worked with so far have been intelligent and welcoming, and I feel like I can dive in and ask for help from anyone at..."
Funding (last 2 of 4 rounds)
Sep 2021
$150m
SERIES C
May 2021
$50m
SERIES B
Total funding: $217.6m
Company benefits
- Professional Development
- Catered meals
- Wellness benefit
- 401(k)
- Unlimited time off
- Parental benefits
- Mental health
- Health and wellness
- Bevsday (free drink on Wednesday)
- Family planning
Company values
- People first. We will not make decisions that are good for the business but are not good for people — whether those people are our customers, their customers, or our team.
- Pursue relentlessly high standards. We hold ourselves to a high bar today and a higher one tomorrow. While we celebrate our wins, we constantly strive to raise the bar.
- Lead by serving. We share early and often to push our work forward, creating a space where it’s ok to ask questions and show unpolished demos instead of waiting for a perfect spec.
- Work in public. We encourage collaboration and transparency, sharing early and often to push our work forward. We create a space that makes others comfortable to ask questions, share unfinished thoughts, and show unpolished demos instead of waiting for a perfect spec.
- Start small, think big. Starting small allows us to provide value while learning lessons without losing sight of our vision.
- Speed is not a tradeoff. Speed is important, but so is quality. We strive to find ways to optimize and increase both. Going fast does not imply that our quality will suffer. Instead, it means we focus on being more efficient while continuing to operate at a high level.
Company HQ
SoMa, San Francisco, CA
Articles
Founders
Rick Song
(CEO)Bachelor's in Computer Science, Maths, Economics at Rice University. KPCB Engineering Fellow, then Engineer at Square.
Charles Yeh
(CTO)Studied Computer Science at Brown. Software Engineer at Zynga, and Technical Lead at Dropbox.
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