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