[Remote] Finance Director

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.ResponsibilitiesServe as the dedicated FP&A business partner for Fund Administration and Customer Success, building trusted relationships with department leaders and their teamsProvide proactive financial guidance and insights to senior leaders, helping them understand cost drivers, headcount trends, and performance against targetsTranslate complex financial data into clear, actionable narratives that inform strategic decisions across hiring, vendor spend, tooling, and operational investmentsPartner with department leaders on headcount planning, including scenario modeling for team growth, restructuring, and role changes throughout the yearLead the annual budget process for Fund Administration and Customer Success, coordinating with department leaders to build bottoms-up plans aligned with company targetsOwn monthly forecast updates for your departments, incorporating actuals, business context, and updated assumptions to reflect the most current view of the businessMaintain accurate headcount forecasts for your departmentsManage OpEx planning across both departmentsOwn the monthly Budget vs. Actual process for each department, leveraging Pigment to surface variances and delivering clear trend commentary and insights to senior leadershipReview and validate actuals each month in coordination with the Accounting teamDig into meaningful variances to understand the underlying drivers, translate findings into clear business implications for department leaders, and collaborate on corrective actionsBuild and maintain dashboards and reporting packages that give department leaders real-time visibility into their financial performanceContribute to company-wide GAAP revenue forecasting, with a focus on modeling customer-level revenue, retention, expansion, and churn dynamicsPerform gross margin and contribution margin analysis across products and customer segments, identifying trends and opportunities to improve unit economicsModel the financial impact of pricing changes, contract structures, upsell initiatives, and customer mix shifts in partnership with Revenue and GTM teamsSupport quarterly and annual revenue planning processes, including ARR bridge builds, cohort analysis, and net revenue retention modelingMaintain and continuously improve department-level models within PigmentCollaborate with the broader FP&A team on cross-functional initiatives, including board reporting preparation, investor materials, and company-wide operating reviewsSupport the ongoing buildout of FP&A infrastructureIdentify opportunities to streamline recurring processesSkills10+ years of progressive FP&A experience; 5+ years in a business partner capacityExperience in a Fund Administration business or high-growth SaaS or FinTech environmentDeep expertise in budgeting, forecasting, headcount planning, and variance analysisStrong financial modeling skills, including scenario analysis, sensitivity analysis, and cohort-based revenue modelingSolid understanding of SaaS metrics: ARR, NRR, GRR, CAC, LTV, payback period, gross margin, and contribution marginExperience partnering directly with department leaders outside of Finance (e.g., Operations, Customer Success, GTM) and influencing decisions through data and analysisAdvanced proficiency in Excel or Google SheetsBachelor's degree in Finance, Accounting, Economics, or a related fieldExperience supporting Fund Administration, Professional Services, or Customer Success organizationsExperience 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 degreeExposure to private markets, alternative asset management, or wealth technologyExperience contributing to board reporting, investor materials, or M&A diligence processesBenefitsHealth, dental, and vision care for you and your familyLife insuranceMental wellness coverageFertility and growing family supportFlex Time Off in addition to company-paid holidaysPaid family leave, medical leave, and bereavement leave policiesRetirement saving plansAllowance to customize your work and technology setup at homeAnnual professional development stipendCompany OverviewJuniper Square provides software and fund administration services that streamline collaboration and communication between GPs and LPs. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.junipersquare.com.