Finance Director, R&D

Juniper Square•,

3d•$175,000 - $220,000

About The Position

Juniper Square is seeking a Finance Director to serve as a strategic FP&A business partner for Fund Administration and Customer Success. This high-visibility role sits at the intersection of finance and operations and owns the full planning cycle for these departments, from annual budgeting through monthly forecasting. The director will strengthen analytical rigor and business partnership, helping department leaders make confident, data-driven decisions, and will contribute to company-wide revenue forecasting, margin analysis, and development of the FP&A platform, Pigment. The role partners with department leaders on financial guidance, headcount and operating expense planning, performance analysis, and decisions about hiring, vendor spend, tooling, and other operational investments. It also contributes to revenue and margin analysis, reporting, board and investor materials, and ongoing improvements to FP&A infrastructure and processes.

Requirements

10 or more years of progressive FP&A experience, including 5 or more years in a business partner capacity.
Experience in a Fund Administration business or a 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, including ARR, NRR, GRR, CAC, LTV, payback period, gross margin, and contribution margin.
Team leadership and coaching experience.
Experience partnering directly with non-Finance department leaders, such as Operations, Customer Success, or 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.

Nice To Haves

Experience supporting Fund Administration, Professional Services, or Customer Success organizations.
Experience with modern FP&A platforms such as Pigment, Adaptive, Anaplan, or similar.
Familiarity with headcount planning tools such as TeamOhana, Workday, HiBob, or similar.
CPA or CFA credentials, an MBA, or a 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.

Responsibilities

Serve as the dedicated FP&A business partner for Fund Administration and Customer Success, building trusted relationships with department leaders and their teams.
Provide financial guidance and insights on cost drivers, headcount trends, and performance against targets.
Translate financial data into actionable narratives supporting decisions about hiring, vendor spend, tooling, and operational investments.
Partner with department leaders on headcount planning, including scenario modeling for team growth, restructuring, and role changes.
Lead annual budgeting for Fund Administration and Customer Success, coordinating bottoms-up plans aligned with company targets.
Own monthly forecast updates for the departments, incorporating actuals, business context, and updated assumptions.
Maintain accurate departmental headcount forecasts and manage OpEx planning.
Own monthly Budget vs. Actual processes in Pigment, analyze variances, and deliver trend commentary and insights to senior leadership.
Review and validate monthly actuals in coordination with Accounting.
Investigate variances, explain their business implications, and collaborate with department leaders on corrective actions.
Build and maintain dashboards and reporting packages that provide department leaders visibility into financial performance.
Contribute to company-wide GAAP revenue forecasting, including customer-level revenue, retention, expansion, and churn modeling.
Analyze gross margin and contribution margin 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 with Revenue and GTM teams.
Support quarterly and annual revenue planning, including ARR bridges, cohort analysis, and net revenue retention modeling.
Maintain and improve department-level models in Pigment.
Collaborate with FP&A on cross-functional initiatives, including board reporting, investor materials, and company-wide operating reviews.
Support the buildout of FP&A infrastructure and identify opportunities to streamline recurring processes.