AP/AR Specialist

Company: Persona
Location: San Francisco
Posted on: February 18, 2025

Job Description:

At Persona, we're building the first universal and comprehensive identity infrastructure to help businesses of all sizes better serve and protect their end users' identities. Our identity platform enables businesses to collect and manage their end users' personal information securely, verify that their end users are who they say they are, analyze and detect fraud and abuse, and pull sensitive reports about their end users in a privacy-centric way. In a world where consumer behaviors are changing and privacy and identity are taking on a new meaning, we want to help businesses find their superpowers and do it while putting their end users, the people, first.About the RoleThe Accounting team serves as the central hub for financial reporting, customer & vendor transactions, employee expenses, and supports the payroll process, as well as a wide range of special projects at Persona. Our team is building an audit-ready accounting function, so you will help improve cash flow, make processes more efficient for employees and external stakeholders, and ensure an effective accounting function that can support Persona's rapid growth.While spreadsheets, reconciliations, and financial statements are core parts of what we do, we take personal ownership over the operating side of our work too - there's no better way to understand our company than to take an active role in building it. As such, you'll be supporting the Accounting team as we build out processes and procedures that will support Persona as it continues to grow and its reporting requirements become increasingly complex. You'll work closely with our Finance and Monetization partners, customers, Engineering, and the GTM organization on key initiatives to help build Persona.What you'll do

• Support other members of the Accounting team with customer invoicing cycle
• Manage and process daily customer payments and account reconciliations, and respond to customer billing queries
• Improve company cashflow by taking ownership of customer collections, implementing process improvements to ensure prompt payments and adequate escalations
• Review and analyze customer aging reports, follow up on the overdue customer accounts, suggest appropriate actions required for customer collections, and book necessary bad debt journal entries
• Take ownership of vendor invoice processing and payment, ensuring proper coding, amortization as necessary and timely payment.
• Suggest improvements to purchasing and accounts payable processes to ensure efficiency and effectiveness of spend controls
• Review and approve employee reimbursement requests in accordance with company policiesWhat you'll bring to Persona
• 2+ years of accounting operations experience (Accounts Receivable and/or Accounts Payable), preferably in a high-paced startup environment
• Experience working in highly cross-functional environments and demonstrated success working collaboratively across teams
• Proficient with spend management tools (Ramp, Airbase etc.) and accounting software (QBO, Netsuite), as well as Microsoft Office and Google Workspace
• Excellent communications skills, with the ability to collaborate with colleagues and resolve customer and vendor issues diligently
• Detail-oriented and data-driven, with the ability to handle high volumes of customer and vendor invoices
• Strong problem-solving skills and a drive to implement changeCompensation & EquityFor this role, the estimated base salary range is between $65,000 - $90,000. Base salaries are just one component of the total compensation package and are determined by a number of factors such as years of experience, expertise, qualifications and more. In addition to base salary, we offer competitive equity packages that play a big part in recognizing you for the huge impact you will have on helping us achieve our mission. Please note, the salary range is a guideline that is subject to change without notice.Benefits and PerksPersona offers a wide-range of thoughtful and inclusive benefits for this role, including medical, dental, and vision, 3% 401(k) contribution, unlimited PTO, quarterly mental health days, family planning benefits, professional development stipends, wellness benefits, unlimited paid time off, 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 .Diversity, equity, inclusion and belongingAt Persona, we strive to put diversity and inclusion at the forefront of everything we do, reflecting our core values. Our DEIB Employee Resource Group seeks to build a diverse and inclusive team that fosters an environment where each Personerd feels empowered to bring their unique differences to work and achieve their full innovative potential. Our hope is that by fostering such an environment, we strengthen our business and relationships by putting people first.We strive to promote a culture that celebrates diversity and inclusiveness regardless of, but not limited to, race, gender, sexual orientation, family status, religion, ethnicity, national origin, physical disability, veteran status, or age.
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Keywords: Persona, San Francisco , AP/AR Specialist, Accounting, Auditing , San Francisco, California