Accountant & Financial Analyst

About the role

Persona is a recruiting and staffing company that hires exceptional people from 98 countries into full-time, long-term remote roles with the most ambitious companies on earth.

Our clients include Fortune 500 enterprises, fast-growing startups backed by Sequoia, Founders Fund, and Andreessen Horowitz, and high-performing companies of every size in between. We offer roles in project management, operations, finance, design, marketing, customer success, and more. Every hire is for a specific open position: one person, one dedicated client, built to last.

Every offer we make is for an open role with a single client — the kind of role that’s almost impossible to find on your own: industry-leading pay set against your experience and skill, real career growth, and a stable seat at a serious company, working from home, anywhere in the world.

Persona was founded in 2018 by two Stanford graduates on a simple idea: talent is everywhere, but opportunity isn’t. By recruiting globally for specific client roles, we’ve grown into one of the fastest-growing companies in the global staffing industry. Every applicant goes through the same steps, and each one is designed to let you show what you can actually do.

We hire people who care about the craft of their work, take ownership without being asked, and want to build a career rather than just hold a job. If that’s you, and one of our open roles fits, we’d like to meet you.

Role Summary

We are seeking an experienced Accountant & Financial Analyst with deep, well-rounded accounting expertise, strong analytical thinking, and the ability to adapt quickly as technology and workflows evolve. This role combines multi-client accounting, financial analysis, process improvement, and team leadership, with an emphasis on sound business judgment, proactive problem-solving, and ownership.

The ideal candidate brings clarity and insight to financial information, identifies issues early, and is comfortable leveraging technology, including emerging AI workflow applications, to improve accuracy, efficiency, and scalability.

Key Responsibilities

Multi-Client Accounting Leadership

Manage a robust book of clients with accuracy, speed, and professionalism.

Execute end-to-end accounting including AP, AR, reconciliations, journal entries, and close.

Maintain clean, audit-ready financials while juggling competing priorities.

Serve as a trusted partner and problem solver for each client.

Financial Analysis & Insight

Build advanced models, dashboards, and KPI reporting in Google Sheets.

Analyze performance trends and deliver clear, actionable insights.

Support forecasting, scenario planning, and strategic finance work.

Leverage quantitative analysis and sound business judgment to guide client decisions.

Communicate findings in polished, professional English.

Tech-Forward Process Development

Work in an environment where tools and workflows evolve continuously.

Identify, test, and adopt technology solutions, including AI-driven enhancements, to improve accuracy, speed, and scalability.

Apply a systems-thinking approach to processes and identify opportunities to make them smarter, simpler, and faster.

Help design internal workflows that keep pace with business and technology development in real time.

Problem Solving & Ownership

Identify issues in financial data, workflows, or systems and resolve them independently.

Bring creativity, resourcefulness, and a solutions-oriented mindset to challenges.

Document learnings, build templates, and support internal knowledge development.

Operate with full ownership and minimal oversight.

Management & Leadership

Delegate and oversee work across the team to ensure accuracy, efficiency, and consistency.

Provide guidance, feedback, and support to junior team members and outsourced staff.

Review deliverables prepared by others and uphold high-quality standards.

Contribute to building scalable team processes, documentation, and workflows.

Required qualifications

3–5+ years of multi-client accounting or similar firm environment experience.

Strong GAAP knowledge and hands-on accounting experience.

Very advanced Google Sheets experience, including complex formulas, automation-friendly structures, data modeling, and error-proofing.

Strong experience with QuickBooks Online and Xero.

Ability to confidently learn and navigate new software quickly.

Excellent written and spoken English; clear, concise, and business-ready.

Proven ability to identify issues, solve problems independently, and exercise sound business judgment.

Highly organized, proactive, self-motivated, and eager to take ownership.

Preferred qualifications

Experience with NetSuite.

Understanding of cloud-based accounting systems, integrations, and modern finance stacks.

Familiarity with AI tools and practical use cases in accounting and finance.

Experience working with evolving technology and workflows in a finance or accounting environment.

Experience supporting scalable team processes, documentation, and workflow development.

Tools & Technologies

Google Sheets, QuickBooks Online, Xero, NetSuite, cloud-based accounting systems, AI and workflow automation tools

Core Competencies

Insightful financial thinker who combines strong accounting fundamentals with practical business judgment.

Highly analytical problem solver who identifies issues early and works independently toward solutions.

Detail-oriented operator who maintains accuracy and clean financials while managing competing priorities.

Systems-minded professional who looks for smarter, simpler, and more scalable ways to improve workflows.

Technology-forward learner who adapts quickly to new software and explores practical applications of AI.

Clear and polished communicator who can translate financial information into useful business insights.

Organized and accountable owner who follows work through with minimal oversight.

Collaborative team contributor who can support others, uphold quality standards, and help build scalable processes.

What We Offer

Best salaries in the industry

work remotely from the location specified for this role permanently

Opportunities for growth and advancement

A fast-paced and collaborative environment

A warm, people-first company culture

Get paid in your currency of choice

Full benefits

This is a full-time, long-term remote position dedicated to one client company. Persona provides onboarding and ongoing employment support for this position.