An Employee Persona (EP) is a detailed representation of an ideal employee that you would like to hire. It is a useful tool for companies to identify the characteristics, skills and qualities that they are looking for in an employee, to help you to find the right people for the job, improve your recruitment process, and increase employee satisfaction. In accounting, creating your Financial Employee Persona comes with a specific set of considerations that may inform your hiring process. Complete our short quiz to create your Accountant EP.

  • Why to create a Financial Employee Persona?
  • Diversity, Equity and Inclusion when creating your EP.
  • Complete our Financial Employee Persona Questionnaire.
  • Presenting your EP.
  • Updating your EP

Why to create a Financial Employee Persona?

You can use your EP to inform your interview process. It is a re-usable tool which you can use to relay your requirements other hiring managers and interviewers within your team. You can also use it as a comparison with your current employees, so that you can compare what your team culture is like now with where you would like it to be. This way, you can steer future hires in the business towards a specific goal. You can also use your EP to inform your Employee Value Proposition, a tool to attract future employees, which you can read about here.

Having a Financial Employee Persona is also a great tool to share with any recruiters that you are working with, to help them to build a clearer picture of the type of hires that you need. If you would like to work with us at JasperRose Recruitment to meet your ideal employee and to help you to work towards your requirements, please contact us.

Diversity, Equity, and Inclusion when creating your Financial Employee Persona:

When creating your Financial Employee Persona, remember to think about Diversity, Equity and Inclusion. The Equality Act of 2010 defends 9 protected characteristics, which are: age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, and sexual orientation.

When you are considering your requirements, try to think about characteristics that describe your ideal employee, that don’t discriminate against protected characteristics. For example, think about employee seniority / years of experience, rather than age.

Complete our Financial Employee Persona Questionnaire:

When you create your Financial EP, it is important to think incredibly carefully about your needs as an employer. What has worked in the past, what hasn’t, what kind of culture fit you’re looking for, what skillset, seniority, salary, where your employee will fit in, and more. We have designed our questionnaire to help you to think about these areas, using our expertise as recruiters.

Complete our questionnaire to build your Financial Employee Persona, and to help you to narrow down what you’re looking for into one clear image, which you can use in your hiring processes moving forwards.

Presenting your Employee Persona:

Once you have completed our Accounting Persona Building questionnaire, how do you present it?

When completing the questionnaire will receive a summary of your answers, which you can then forward to other hiring managers and interviewers within your team. It may be a good idea to explain why you gave the answers that you did, so that your ideal employee is as clear as possible. We also recommend that you add the persona to your hiring process documents, so that it is readily available for any future interviewers.

If you would like to add flare to your employee persona, or even present it to your team, you could also send the information from your ideal persona to your marketing department, who may be able to make your persona into a visually appealing document for internal usage.

For example, many companies present their persona like a less formal candidate CV, with an image for the persona along with their name, job title, and information on a branded pdf, such as the example below:

Employee Persona Template with an example candidate
Employee Persona Template Example

Updating your EP:

Your Financial Employee Persona is very much something that will change and evolve with time. Remember to revisit your persona questionnaire at intervals to reflect on whether your needs have changed, to ensure that the persona is always up to date with your current company culture. There are also different seniorities that you may be hiring for, and you may decide to create an EP for Qualified Accountants versus Part-Qualified Accountants, or even for specific job roles, depending on how frequently you hire for each band and how difficult it is to find the right talent.

Meeting your Accountant’s Persona:

The team at JasperRose screen hundreds of financial candidates on a weekly basis. If you would like to meet your ideal employee or receive advice on how to go about it, get in touch with us and we’d be more than happy to help.