Finance Director

Juniper Square

Finance Director at Juniper Square crucially supports Fund Administration and Customer Success. Manages financial planning and analysis for a high-growth tech company.

Posted 5/28/2026full-timeRemote • California • 🇺🇸 United StatesLead💰 $165,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Contribute to company-wide GAAP revenue forecasting, with a focus on modeling customer-level revenue, retention, expansion, and churn dynamics.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

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Hard Skills & Tools

FP&Abudgetingforecastingheadcount planningvariance analysisfinancial modelingscenario analysissensitivity analysiscohort-based revenue modelingSaaS metrics

Soft Skills

relationship buildingcommunicationinfluencingcollaborationanalytical thinkingstrategic decision makingproactive guidancenarrative translationproblem solvingtrend analysis