
Senior Financial Planning
1 day ago
We are seeking a highly skilled financial analyst to join our team. This role is ideal for someone who can seamlessly operate across both high-level financial analysis and day-to-day accounting operations, ensuring accuracy, consistency, and strategic insight with minimal supervision.
- Manage full-cycle accounting processes, including month-end and year-end close
- Maintain and reconcile the general ledger, ensuring accurate financial reporting
- Perform hands-on transactional bookkeeping, including accounts payable and receivable, bank reconciliations, and expense tracking
- Prepare and analyze financial statements and reports to support strategic decision-making
- Monitor cash flow, budget variances, and forecast trends to inform operational planning
- Assist in developing financial models, dashboards, and tools to drive business insights
- Ensure compliance with internal controls, accounting standards, and regulatory requirements
- Collaborate with cross-functional teams to support business operations and financial planning initiatives
- Proven experience working as an FP&A Analyst, with a strong understanding of both strategic financial planning and day-to-day accounting operations
- Minimum 3–5 years of experience in full-cycle accounting
- Advanced proficiency in QuickBooks (non-negotiable)
- Deep understanding of GAAP and financial reporting standards
- Proven ability to manage multiple priorities with minimal oversight
- Excellent attention to detail and accuracy in financial data management
- Strong Excel skills, including financial modeling and data analysis
- Fully fluent in English
- Ability to work U.S. business hours (Pacific Time, Central Time, or Eastern Time)
- 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
This is a full-time and long-term role, dedicated exclusively to serving one of our clients. 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. All roles at Persona are 100% work-from-anywhere (work from home or wherever it suits you best).
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Senior Financial Planning Professional
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Senior Financial Planning Analyst
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Senior Financial Planning Specialist
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Senior Financial Planning Manager
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Senior Financial Director
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