Juniper Square - Finance Director

• Business Partnership • 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. • Budgeting & Forecasting • 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. • Reporting & Variance Analysis • 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. • Build and maintain dashboards and reporting packages that give department leaders real-time visibility into their financial performance. • Revenue & Margin Analysis • Contribute to company-wide GAAP revenue forecasting, with a focus on modeling customer-level revenue, retention, expansion, and churn dynamics. • Perform gross margin and contribution margin analysis 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 in partnership with Revenue and GTM teams. • Support quarterly and annual revenue planning processes, including ARR bridge builds, cohort analysis, and net revenue retention modeling. • Systems & Process • Systems & Process • Maintain and continuously improve department-level models within Pigment. • Collaborate with the broader FP&A team on cross-functional initiatives, including board reporting preparation, investor materials, and company-wide operating reviews. • Support the ongoing buildout of FP&A infrastructure. • Identify opportunities to streamline recurring processes.