Finance & Data Modeling Lead (Work From Home)

Finance & Data Modeling Lead (Work From Home)

Join to apply for the Finance & Data Modeling Lead (Work From Home) role at Persona

Persona is the company top startups use to hire people from all around the world. Our vision is a future where each person can find the best role for them and companies can discover the world’s best talent. Founded by two Stanford University graduates, Persona works with the world’s fastest-growing technology startups. Our clients are funded by some of the world’s top investors, like Founders Fund, Sequoia Capital, and Andreessen Horowitz.

Persona is a talent agency that recruits, trains, and staffs talented remote professionals such as yourself. This is an opportunity to work closely with the future Googles, Facebooks, and Amazons of the world—building out their organizations and helping them reach the next level of success.

We support everyone we hire with training, mentoring, and technology resources so they are enabled to do their best and are as happy as possible in their roles. We have a large international team dedicated to supporting and taking care of new Persona team members, and our goal is to provide excellent long-term career opportunities for everyone who joins the team.

Who’s building Persona?

We are a global team of passionate problem solvers who love to build new things and make our customers happy. Our team is made up of motivated, hard-working people spanning the globe, united by a culture of learning and continuous improvement.

What we’re looking for:

We are looking for a skilled FP&A professional with a strong background in private equity, investment banking, or strategic finance. This role emphasizes building detailed financial models from the ground up and providing actionable insights for startups, mainly within the SaaS industry. You'll directly manage financial modeling and support strategic decision-making for multiple startups at different stages, from early-stage ventures to companies nearing $10M ARR. Your role will be essential in guiding founders and leadership teams through critical financial strategies and decisions.

Responsibilities—what you'll do:

• Develop custom three-statement financial models from scratch for early-stage and growth-stage startups, particularly SaaS companies with limited or no existing financial infrastructure.
• Build detailed monthly cash flow forecasts, revenue bridges, expense schedules, hiring plans, and funding scenarios.
• Incorporate advanced metrics, including cohort-level analytics (retention, expansion, churn), unit economics (CAC, LTV, payback), and runway sensitivity analysis.
• Fully own the model’s structure, logic, and outputs—nothing will be pre-made or templated.
• Create investor-grade deliverables such as dashboards, scenario summaries, and visualizations suitable for boards and potential investors.
• Clean, reconcile, and restructure financial data from sources like QuickBooks, Stripe, and Hubspot, identifying and addressing inconsistencies.
• Lead regular financial reporting (monthly/quarterly) for clients, building from raw data into clear, actionable reports.
• Set up automated dashboards and visual reports using platforms such as Fathom, LiveFlow, Power BI, or Looker.
• Collaborate on pitch decks and fundraising materials, translating complex financial data into compelling narratives for investors.

Requirements:

• 4-6+ years of professional experience in private equity, investment banking, or strategic FP&A roles.
• Proven expertise in building complex financial models from scratch; this skill is essential and non-negotiable.
• Deep knowledge of SaaS metrics, startup growth dynamics, and venture capital expectations.
• Advanced proficiency in Excel/Google Sheets, with strong comfort navigating financial systems like QuickBooks, Stripe, Fathom, and Power BI.
• Ability to handle incomplete data, clearly documenting assumptions and logic.
• Excellent communication skills, including experience drafting investor communications, presentations, and client-facing reports.
• Fully fluent in English
• Ability to work U.S. business hours (Pacific Time, Central Time, or Eastern Time)
• This position is for serious, career-oriented candidates

Other qualities we look for:

• Experience supporting U.S. venture-backed startups or U.S.-based companies is a plus
• Entrepreneurial mindset with the ability to operate independently in a fast-paced startup environment.
• Exceptional analytical skills with a strong attention to detail.
• Proactive and self-driven, comfortable working directly with executives.
• An ability to solve complex problems with minimal guidance
• Intellectual curiosity and resourcefulness
• Professionalism

What we offer:

• Best salaries in the industry
• Permanent ability to work from anywhere in the world
• Opportunities for growth and advancement
• A fast-paced and collaborative environment
• Warm and friendly company culture
• Full benefits

Benefits at Persona:

• Health insurance
• Unlimited paid time off (paid sick and vacation leaves)
• Annual bonuses based on performance
• Monthly tech allowance
• Opportunity to be paid in your currency of choice

We are looking for individuals who are ready to fully commit their time and energy to one company and grow and develop along with that company.