Job description
About Juniper Square
Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have a physical office in San Francisco, New York City, and Bangalore for employees who prefer to work in an office some or all of the time.
About Your Role:
The Finance Systems Manager is a key role responsible for the administration, optimization, and ongoing support and maintenance of FP&A systems. This role partners closely with the FP&A team and other stakeholders to ensure FP&A systems effectively support budgeting, forecasting, reporting, and analysis processes. The ideal candidate will have a strong understanding of FP&A processes, exceptional Excel or Google Sheets skills, and experience with a relevant FP&A software solution (e.g., Pigment, Anaplan, Adaptive Insights, Vena, etc).
What you’ll do:
Own the administration, design, and scaling of our FP&A systems
Assist in building our Financial Systems architecture including business process design, implementations, training, and post-go-live support
Data Management: Administer monthly updates of FP&A data, systems, and models, and lead or collaborate on model architecture. Ensure data integrity and accuracy within the FP&A systems. Collaborate with cross-functional teams to manage data integrations and data quality initiatives.
Project Management: Lead or participate in system implementation projects, upgrades, and enhancements. Develop project plans and manage timelines.
Reporting and Analytics: Develop and maintain reports and dashboards to support FP&A analysis and decision-making. Work with users to understand reporting requirements and translate them into effective solutions.
Systems Optimization: Work with FP&A users to identify opportunities to improve system performance, efficiency, and functionality. Lead initiatives to streamline processes and enhance reporting capabilities.
User Support and Training: Provide training and support to FP&A users on system functionality and best practices.
Support IT compliance requirements, such as SOX, information security, GDPR and others
Work with leadership throughout the accounting and finance organization to translate business requirements into technical requirements.
Define and deliver the vision for onboarding any potential acquisitions. This vision will include integrating or sunsetting the financial systems of the target and overseeing the cleaning of financial data to be loaded into these systems.
Maintain professional knowledge and skills relating to your functional domain to make relevant and impactful recommendations for process and service improvements, and efficiencies
Create supporting documentation of finance systems and processes
Qualifications:
Bachelor’s degree in Finance, Accounting, Computer Science, Information Systems, or equivalent experience.
5+ years of experience in FP&A or Operations, with a focus on FP&A systems management and administration, ideally working at a high growth B2B Enterprise SaaS Company.
Strong understanding of FP&A processes, including budgeting, forecasting, and reporting.
Exceptional Excel or Google Sheets skills.
Experience with a relevant FP&A software solutions (e.g., Anaplan, Adaptive Insights, Pigment, etc.).
Experience in multiple aspects of a full-scale implementation: vendor selection, requirements gathering, architectural design, user acceptance testing, and rollout training
Ideal qualification would include proficiency in SQL around data structures and data modeling, along with familiarity with at least one programming language (Python, JavaScript, Ruby).
Strong financial and accounting understanding so that the data is cleaned and the systems are set up correctly to create the chart of accounts, balance sheet, P&L, etc.
Comfortable working in a fast-paced, agile development environment
Ability to articulate technical issues to a non-technical audience
Proven track record of successful systems implementation and management.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Strong attention to detail and accuracy.
Benefits
Benefits include:
Health, dental, and vision care for you and your family
Life insurance
Mental wellness programs
Meal vouchers
Industry-leading vacation package in addition to national holidays
Paid family leave, medical leave, and bereavement leave policies
Retirement saving plans
Monthly internet reimbursement