
Job Overview
Location
USA
Job Type
Full-time
Category
Finance
Date Posted
May 28, 2026
Full Job Description
đź“‹ Description
- • As Finance Director at Juniper Square, you will serve as a strategic FP&A business partner for Fund Administration and Customer Success, two of the company’s highest-impact areas, enabling data-driven decision-making at the intersection of finance and operations.
- • You will own the full financial planning cycle—including annual budgeting, monthly forecasting, headcount planning, and OpEx management—while building analytical rigor and trusted relationships with department leaders to inform strategic investments in hiring, vendor spend, tooling, and operational initiatives.
- • You will contribute to company-wide financial initiatives such as GAAP revenue forecasting, margin analysis, ARR bridge modeling, and net revenue retention, while maintaining and improving FP&A models in Pigment and supporting cross-functional efforts like board reporting and investor materials.
- • You will join a founder-led, high-growth SaaS and FinTech company with $300B+ under administration, 1,000+ employees, and a mission to transform private markets through technology like JunieAI, working in a transparent, collaborative culture that values ownership, urgency, and diverse perspectives across remote and hybrid work arrangements.
🎯 Requirements
- • 10+ years of progressive FP&A experience with 5+ years in a business partner capacity
- • Experience in Fund Administration, high-growth SaaS, or FinTech environments
- • 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
- • Advanced proficiency in Excel or Google Sheets
- • Bachelor's degree in Finance, Accounting, Economics, or a related field
🏖️ Benefits
- • Health, dental, and vision care for you and your family
- • Life insurance and 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
Skills & Technologies
About Juniper Square, Inc.
Juniper Square is a SaaS provider focused on investment-management software for the private funds industry. Founded in 2014 and headquartered in San Francisco, the platform streamlines fundraising, investor onboarding, capital calls, distributions, reporting, and compliance workflows for real estate, private equity, and venture capital managers. It integrates CRM, document management, e-signature, and analytics into a single cloud system to reduce manual processes and improve transparency. The company serves hundreds of fund sponsors managing tens of thousands of investors and billions in assets under administration.
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