Senior Finance Analyst

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you. 

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.

The Senior Finance Analyst is an individual contributor role responsible for supporting the FP&A team in delivering accurate, reliable financial planning, forecasting, reporting, and analysis across the business. This role works closely with FP&A leadership to support budgeting and forecasting cycles, prepare insightful Budget vs. Actual analysis, and build and maintain financial models that enable effective planning and decision-making.

The ideal candidate has a strong foundation in FP&A best practices, advanced Excel or Google Sheets skills, and hands-on experience working with FP&A planning tools. This role plays an important part in maintaining data accuracy and consistency across FP&A models and systems, and in supporting the ongoing improvement of FP&A processes as the organization continues to scale.

• Work as a member of the FP&A team in delivering accurate, reliable forecasts and analysis across multiple functional areas, with a strong focus on data integrity and consistent execution.

• Assist with budgeting, forecasting, and planning processes, working closely with leadership to incorporate inputs from functional teams and meet planning timelines and deliverables.

• Support monthly close and forecast update cycles by validating actuals, updating forecasts, and ensuring alignment between Accounting and FP&A views.

• Prepare Budget vs. Actual (BvA) analysis and variance commentary, helping leadership clearly explain results, trends, and key drivers.

• Build, maintain, and update financial models to support departmental planning needs, including headcount scenarios, ROI analyses, software and vendor forecasts, and other ad hoc analyses.

• Maintain and manage inputs within FP&A systems and tools (e.g., Pigment, TeamOhana, and related tools), ensuring data accuracy and consistency across forecasts, budgets, and reporting.

• Work closely with the People team to maintain accurate headcount data and forecasts, ensuring hiring plans, attrition assumptions, and timing are accurately reflected in FP&A models and planning cycles.

• Execute analyses and deliverables based on priorities set by FP&A leadership, managing multiple workstreams while meeting planning and reporting deadlines.

• Serve as a reliable finance resource for internal teams, responding to finance-related questions and helping clarify data, assumptions, and outputs.

• Help scale FP&A processes and capabilities by supporting improvements to models, templates, reporting, and documentation as the organization grows.

• Document models, assumptions, and processes to support consistency, knowledge sharing, and long-term scalability.

• Grow into increased ownership over time, with the opportunity to eventually support end-to-end analysis and partnership for specific departments or planning areas.

• Advanced academic or professional standing, such as a Master’s in Finance or Chartered Accountant (CA) designation, demonstrating a deep mastery of financial principles

• 4–6+ years of experience in FP&A, Corporate Finance, or related analytical roles, preferably within a high-growth SaaS or technology company.

• Strong understanding of core FP&A processes, including budgeting, forecasting, headcount planning, and variance analysis.

• Advanced Excel or Google Sheets skills, including complex formulas, structured models, scenario and sensitivity analysis.

• Hands-on experience working with FP&A and planning tools (e.g., Pigment, Anaplan, or similar), with the ability to maintain models and accurately manage inputs.

• Experience supporting planning cycles and recurring forecasts, ensuring data accuracy, consistency, and timely delivery.

• Solid financial and accounting fundamentals, with the ability to understand and work with P&L, balance sheet, and cash flow concepts in an FP&A context.

• Demonstrated ability to work independently with ambiguity, while taking direction and prioritization from FP&A leadership.

• High attention to detail, strong organizational skills, and a track record of delivering accurate, well-structured work.

• Collaborative mindset with the ability to work effectively as part of a team and support cross-functional partners