Finance Director, R&D

The role

You will be the FP&A business partner for Fund Administration and Customer Success. You will own budgeting, monthly forecasts, headcount planning and variance analysis for these departments, and contribute to company-wide revenue and margin analysis.

What you will do

• Serve as dedicated FP&A business partner for Fund Administration and Customer Success
• Lead the annual budget process for both departments
• Own monthly forecast updates and headcount forecasts
• Own monthly Budget vs. Actual process using Pigment
• Analyze variances and give trend commentary to senior leadership
• Contribute to company-wide GAAP revenue forecasting
• Perform gross and contribution margin analysis across products and segments
• Model pricing, contract and upsell impacts with Revenue and GTM teams
• Maintain department models in Pigment
• Support board reporting, investor materials and FP&A infrastructure

Required qualifications

• 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, sensitivity 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 with department leaders outside Finance and influencing decisions through data
• Advanced proficiency in Excel or Google Sheets
• Bachelor's degree in Finance, Accounting, Economics or a related field

Nice to have

• Experience supporting Fund Administration, Professional Services or Customer Success organizations
• Experience with modern FP&A platforms such as Pigment, Adaptive or Anaplan
• Familiarity with headcount planning tools such as TeamOhana, Workday or HiBob
• 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

Benefits

• Health, dental and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off plus company-paid holidays
• Paid family leave, medical leave and bereavement leave
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend
• Equity

Before you apply

• Recruiter can provide additional details about compensation and benefits

About the company

Juniper Square is an Operations Partner for private markets, serving 2,300+ GPs with fund administration and a unified platform. The company has 1,000+ employees and is founder-led since 2014.