Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
About Your RoleWe are looking for a Finance Director to serve as a strategic FP&A business partner for two of our highest-impact, highest-investment areas of our business: Fund Administration and Customer Success.
This is a high-visibility role that sits at the intersection of finance and operations. You'll own the full planning cycle for your departments, from annual budget to monthly forecasts, while building the analytical rigor and business partnership that helps department leaders make confident, data-driven decisions. You'll also contribute to company-wide initiatives including revenue forecasting, margin analysis, and the ongoing evolution of our FP&A platform (Pigment).
We’re looking for a self-starter who thrives in fast-paced, high-growth environments, can build strong relationships with business partners, and brings a sharp analytical mind paired with clear communication skills
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What you’ll doBusiness Partnership
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.
Budgeting & Forecasting
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.
Reporting & Variance Analysis
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.
Revenue & Margin Analysis
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.
Systems & Process
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.
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.
Team leadership and coaching experience
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.
Preferred
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.
Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $165,000 - $200,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
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
Your recruiter can provide additional details about compensation and benefits.
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Skills Required
- 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
- Strong financial modeling skills, including scenario analysis and sensitivity analysis
- Solid understanding of SaaS metrics: ARR, NRR, GRR, CAC, LTV
- Bachelor's degree in Finance, Accounting, Economics, or related field
Juniper Square Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Juniper Square and has not been reviewed or approved by Juniper Square.
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Parental & Family Support — Paid parental and family leave is frequently characterized as generous, with structured return‑to‑work support referenced. Feedback suggests family‑forming and caregiver supports are a notable strength.
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Leave & Time Off Breadth — Unlimited PTO alongside paid holidays and sick time is consistently highlighted. Team practices like no‑meeting days and flexible scheduling further support time away.
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Wellbeing & Lifestyle Benefits — A digital‑first, remote‑friendly setup is reinforced by home‑office stipends, setup reimbursements, and expanded mental‑health support. Feedback suggests these perks materially improve daily work flexibility and wellbeing.
Juniper Square Insights
What We Do
At Juniper Square, we work hard every day to set the bar high in the work we do. We bring out the very best in each other without sacrificing kindness, quality, and the willingness to learn. You will see that every function and team is given respect here, because when any one of us wins, we all win. We bring a beginner’s mind to our work, not ego—enabling learning and creative and critical thinking. Some people talk about transparency, but here we treat you like the owner that you are: We share knowledge and information with all our employees, knowing that informed teams are successful teams (and happy ones too).
Why Work With Us
Our vision is to make the world’s private capital markets more efficient, transparent, and accessible through financial technology. We have an opportunity to transform an enormous and important industry, and we feel lucky to be working with the most talented, kindest, and most ambitious colleagues of our careers. Come join us!
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