Note: The job is a remote job and is open to candidates in USA. Juniper Square is a company focused on unlocking the potential of private markets through technology and fund administration services. The Finance Director will serve as a strategic FP&A business partner, overseeing the planning cycle for Fund Administration and Customer Success, while providing financial insights and supporting company-wide initiatives.
Responsibilities
- Serve as the dedicated FP&A business partner for Fund Administration and Customer Success, building trusted relationships with department leaders and their teams
- Provide proactive financial guidance and insights to senior leaders, helping them understand cost drivers, headcount trends, and performance against targets
- Translate complex financial data into clear, actionable narratives that inform strategic decisions across hiring, vendor spend, tooling, and operational investments
- Partner with department leaders on headcount planning, including scenario modeling for team growth, restructuring, and role changes throughout the year
- Lead the annual budget process for Fund Administration and Customer Success, coordinating with department leaders to build bottoms-up plans aligned with company targets
- Own monthly forecast updates for your departments, incorporating actuals, business context, and updated assumptions to reflect the most current view of the business
- Maintain accurate headcount forecasts for your departments
- Manage OpEx planning across both departments
- Own the monthly Budget vs. Actual process for each department, leveraging Pigment to surface variances and delivering clear trend commentary and insights to senior leadership
- Review and validate actuals each month in coordination with the Accounting team
- Dig into meaningful variances to understand the underlying drivers, translate findings into clear business implications for department leaders, and collaborate on corrective actions
- Build and maintain dashboards and reporting packages that give department leaders real-time visibility into their financial performance
- Contribute to company-wide GAAP revenue forecasting, with a focus on modeling customer-level revenue, retention, expansion, and churn dynamics
- Perform gross margin and contribution margin analysis across products and customer segments, identifying trends and opportunities to improve unit economics
- Model the financial impact of pricing changes, contract structures, upsell initiatives, and customer mix shifts in partnership with Revenue and GTM teams
- Support quarterly and annual revenue planning processes, including ARR bridge builds, cohort analysis, and net revenue retention modeling
- Maintain and continuously improve department-level models within Pigment
- Collaborate with the broader FP&A team on cross-functional initiatives, including board reporting preparation, investor materials, and company-wide operating reviews
- Support the ongoing buildout of FP&A infrastructure
- Identify opportunities to streamline recurring processes
Skills
- 10+ years of progressive FP&A experience; 5+ years in a business partner capacity
- Experience in a Fund Administration business or high-growth SaaS or FinTech environment
- Deep expertise in budgeting, forecasting, headcount planning, and variance analysis
- Strong financial modeling skills, including scenario analysis, sensitivity analysis, and cohort-based revenue modeling
- Solid understanding of SaaS metrics: ARR, NRR, GRR, CAC, LTV, payback period, gross margin, and contribution margin
- Experience partnering directly with department leaders outside of Finance (e.g., Operations, Customer Success, GTM) and influencing decisions through data and analysis
- Advanced proficiency in Excel or Google Sheets
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Experience supporting Fund Administration, Professional Services, or Customer Success organizations
- Experience with modern FP&A platforms (Pigment, Adaptive, Anaplan, or similar)
- Familiarity with headcount planning tools (e.g. TeamOhana, Workday, HiBob, or similar)
- CPA or CFA credentials, MBA or relevant advanced degree
- Exposure to private markets, alternative asset management, or wealth technology
- Experience contributing to board reporting, investor materials, or M&A diligence processes
Benefits
- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company-paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- Retirement saving plans
- Allowance to customize your work and technology setup at home
- Annual professional development stipend
Company Overview
Juniper Square provides software and fund administration services that streamline collaboration and communication between GPs and LPs. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.junipersquare.com.