About Persona
Persona is the configurable identity platform built for businesses in a digital-first world. Verifying individuals and organizations is harder — but more important — than ever, with AI enabling fraudsters to launch sophisticated accounts at scale and regulations evolving rapidly.We’ve built Persona to support practically every use case and industry — that’s why we’re able to serve a wide range of leading companies. For example, Instacart relies on Persona to verify shoppers who onboard onto their platform before delivering groceries to your doorstep.
Meanwhile, OpenAI relies on Persona to keep bad actors out, protecting one of the world’s most powerful AI platforms from large-scale abuse in a time when AI is reshaping the way we work and live.We’re growing rapidly and looking for exceptional people to join us!
About the Role
We’re looking for a highly analytical, resourceful, and strategic individual to join Persona’s growing Finance team. This role is ideal for someone who thrives at the intersection of finance, strategy, and execution — working directly with finance, product, and leadership to drive growth through acquisitions and partnerships while monitoring market trends. You will report to the Director of Strategic Finance.
What you'll do at Persona
Corporate Development & M&A
- End-to-end project management for all Corp Dev opportunities that Persona explores, from small international acquihires to opportunistic technology companies and beyond.
- Build and maintain financial models for potential acquisitions, investments, and partnerships, including scenario analyses and valuation modeling.
- Meet with founding teams, corporate development counterparts, and external advisors to evaluate strategic fit and partnership opportunities.
- Develop business cases and recommendations for potential acquisitions and strategic investments, including integration planning and ROI analysis.
- Maintain Persona’s deal CRM: track opportunities, monitor market trends, and project manage the end-to-end deal lifecycle from sourcing to close.
Strategic Finance & Market Intelligence
- Conduct market and competitive analyses to identify trends across the identity verification (IDV) landscape and adjacent sectors.
- Track competitor moves, emerging technologies, and new entrants to inform Persona’s long-term product strategy and positioning.
- Partner with Finance to assess market sizing, business impact, and ROI on potential deals and strategic initiatives.
Cross-functional Project Management
- Partner closely with Product & Engineering to assess product capabilities and gaps relative to market opportunities and M&A targets.
- Drive internal alignment across leadership, Finance, Legal, and cross-functional teams throughout the diligence and integration process.
- Develop and maintain dashboards, reports, and materials for executive updates, board discussions, and strategic reviews.
What you'll bring to Persona
- 2–4+ years of experience in investment banking, management consulting, venture capital, private equity, or corporate development/strategic finance. Buyside transactional experience is a strong plus.
- Strong financial modeling skills (M&A, ROI, market sizing, scenario analysis).
- Exceptional communication skills—comfortable working with internal executives and external counterparties.
- Highly organized with the ability to manage multiple concurrent projects and stakeholders.
- Curious about technology, startups, and market dynamics in the identity verification, security, and compliance space.
Nice to Have
- Experience in SaaS, fintech, cybersecurity, or data/identity platforms.
- Familiarity with CRM or pipeline management tools for tracking deals.
- Prior experience managing diligence processes and coordinating cross-functional deal execution.
Full-time Employee Benefits and Perks
For full-time employees (excluding internship and contractor opportunities), Persona offers a wide range of benefits, including medical, dental, and vision, 3% 401(k) contribution, unlimited PTO, quarterly mental health days, family planning benefits, professional development stipend, wellness benefits, among others. While we believe competitive compensation and benefits are a critical aspect of you deciding to join us, we do hope you consider why our core values and culture are right for you. If you’d like to better understand what it’s like working at Persona, feel free to check out our reviews on Glassdoor.Compensation Range: $130K - $180K
