Financial Operations Assistant

Who We Are

Persado provides the only Motivation AI platform that generates personalized communications at scale, inspiring each individual to engage and act. Many of the world’s largest brands, including Ally Bank, Coach, Dropbox, Kate Spade, JP Morgan Chase, Marks & Spencer, and Verizon, rely on Persado to engage customers across their journey, from acquisition communications to online cart conversion. Persado’s Generative AI for the enterprise is trained on more than 100 billion digital business language impressions across industries, enabling marketers to motivate customers and drive significant business value. Persado has been recognized by CB Insights as the top Leader for Generative AI Text Content Generation.

As an employer, Persado is committed to creating a place where everyone’s unique perspective is valued. We understand that our team members and our inclusive culture are what make Persado special. Persado is proud to be named on Fast Company’s World’s Most Innovative Companies list in 2020 and Built In’s Best Places To Work in 2021 & 2022.

What We Are Looking For

The Financial Operations (FinOps) Assistant who will be responsible for processing all Accounts Payable and T&E transactions for Persado’s global entities. This role requires strong organizational skills, attention to detail, and the ability to work collaboratively with internal and external stakeholders to ensure timely and accurate processing of invoices, payments, and employee reimbursements. The ideal candidate will have experience in processing Accounts Payable and employee reimbursement processes, as well as a solid understanding of financial principles and accounting practices.

What You Will Work On

• Accounts Payable Management
  • Process all vendor invoices as well as expense reports, and other payment requests.
  • Ensure that invoices are accurately coded, approved, and processed in a timely manner.
  • Review and reconcile vendor statements and resolve any discrepancies or issues.
  • Manage relationships with vendors and address inquiries or concerns related to payments.
  • Work with the procurement team to ensure all invoices are associated with a previously approved purchase order according with company policies
  • Prepare bank and credit card reconciliations
  • Prepare monthly, quarterly and yearly account reconciliations
• Process Improvement:
  • Identify opportunities to streamline the AP and T&E processes and improve efficiency.
  • Implement best practices and standard operating procedures to enhance accuracy and effectiveness.
  • Leverage technology solutions to automate repetitive tasks and reduce manual intervention.
• Financial Reporting and Analysis:
  • Generate regular reports and analyses to track key AP metrics, such as aging reports, DPO, and cash flow projections in conjunction with the FinOps Manager.
  • Work with the FinOps Manager to provide insights and recommendations to senior management based on financial performance and trends.
  • Assist with month-end and year-end close activities, including journal entries and reconciliations.
  • Prepare monthly P&L analysis to ensure proper expense recognition and accruals
• Compliance and Controls:
  • Ensure compliance with company policies, accounting standards, and regulatory requirements.
  • Implement internal controls to safeguard company assets and prevent fraud or errors.
  • Support internal and external audits by providing documentation and responding to inquiries as needed.

What You Bring

• Part Qualified Chartered Accountant or equivalent.
• Prior experience in an Accounts Payable role
• Strong MS Office and GSuite experience.
• Excellent written and verbal skills.
• Ability to present complex information in an understandable way.
• Accounting systems experience (Netsuite preferred).
• Dependable and reliable self-starter, driven to accomplish goals and meet deadlines.
• Extremely organized with fantastic attention to detail.
• Desire to dive in and learn in a high intensity and fast-paced environment.

What We Offer

Achieve your life goals and work goals at Persado.

• Persado’s hybrid working model empowers both remote and in-office work equitably!
• Competitive and equitable compensation
• Generous benefits packages globally
• 401k matching (USA); Pension Scheme (Certain EU locations) to prepare for your future
• We encourage professional growth through our dedicated enablement and training teams, as well as on demand tools and resources
• Employee Enrichment Fund to pursue a passion or upgrade your home office!
• Structured onboarding program to ensure a confident start and long-term success for new hires!
• Strong emphasis on career development and mobility, continuous feedback loops and performance management
• Flexible time off to support work-life harmony (including Summer Fridays and a one week Winter Holiday Break)
• #PersadoCares! 2 paid Volunteer days per year and charitable donation match
• Robust Diversity, Inclusion and Belonging initiatives; culture month celebrations, monthly diverse speaker series, commitment to bias-free recruitment, ERGs (#culture, #mindsmatter, #parents, #women, #green, #pride and growing)!

Valuing diversity at Persado means recognizing and respecting human differences and similarities. Persado is committed to diversity with respect to all aspects of employment. All decisions regarding recruitment, hiring, promotion, compensation, employee training and development, and all other terms and conditions of employment, will be made without regard to race, religious beliefs, color, gender identity, sexual orientation, marital status, physical and mental disability, age, ancestry or place of origin.

#LI-Hybrid