Finance & Data Modeling Lead (Work From Home)

Overview

Finance & Data Modeling Lead (Work From Home). This is a full-time, long-term role dedicated to serving one client. All roles at Persona are 100% work-from-anywhere. We match you to client companies that fit your background, skills, and goals.

Persona is a talent agency that recruits, trains, and staffs remote professionals. We support our hires with training, mentoring, and technology resources to enable success and career growth.

Who’s building Persona? We are a global team of problem solvers focused on building new things, learning, and continuous improvement.

We are seeking a skilled FP&A professional with a strong background in private equity, investment banking, or strategic finance. The role emphasizes building detailed financial models from scratch and providing actionable insights for startups, primarily in the SaaS industry. You will directly manage financial modeling and support strategic decision-making for multiple startups at different stages, from early-stage ventures to companies approaching $10M ARR. Your work will guide founders and leadership teams through critical financial strategies and decisions.

• Develop custom three-statement financial models from scratch for early-stage and growth-stage startups, especially 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—no pre-made templates.
• 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, addressing inconsistencies.
• Lead regular financial reporting (monthly/quarterly) for clients, turning 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.

• 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.
• Deep knowledge of SaaS metrics, startup growth dynamics, and venture capital expectations.
• Advanced proficiency in Excel/Google Sheets, with experience in financial systems like QuickBooks, Stripe, Fathom, and Power BI.
• Ability to handle incomplete data, documenting assumptions and logic clearly.
• Excellent communication skills, including drafting investor communications, presentations, and client-facing reports.
• Fully fluent in English
• Ability to work U.S. business hours (Pacific, Central, or Eastern Time)
• Career-focused mindset for long-term roles

• 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 and attention to detail
• Proactive and self-driven, comfortable working directly with executives
• Ability to solve complex problems with minimal guidance
• Intellectual curiosity and resourcefulness
• Professionalism

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

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

This is a full-time, long-term role dedicated to serving one client. We guide remote professionals through setup for working with U.S. companies and carefully match you to a client that fits your background, skills, and goals.

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