Strategic Finance Associate, Persona
$105-120k
+ Equity
Identity verification infrastructure solution
Job no longer available
Identity verification infrastructure solution
501-1000 employees
Job no longer available
$105-120k
+ Equity
501-1000 employees
Company mission
To humanize online identity by helping companies verify that their users are who they say they are.
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 behavioural patterns to provide a more holistic risk profile, beneficial in financial and insurance contexts.
An impressive partnership with MDT saw Persona enable credit unions to adjust their identity verification flows in real-time, strengthening fraud prevention. The company continues to attract funding which supports the scaling of its offerings and reach. In fact, in 2025, it reached a $2 billion valuation, which showcases the success it has had.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
40% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Apr 2025
$200m
SERIES D
Sep 2021
$150m
SERIES C
Total funding: $417.6m
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 HQ
SoMa, San Francisco, CA
Leadership
Rick Song
(CEO & Co-founder)Bachelor's in Computer Science, Maths, Economics at Rice University. KPCB Engineering Fellow, then Engineer at Square.
Charles Yeh
(CTO & Co-founder)Studied Computer Science at Brown. Software Engineer at Zynga, and Technical Lead at Dropbox.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 22 more jobs at Persona