Senior Finance Analyst

Role Overview

• Work as a member of the FP&A team in delivering accurate, reliable forecasts and analysis across multiple functional areas, with a strong focus on data integrity and consistent execution.
• Assist with budgeting, forecasting, and planning processes, working closely with leadership to incorporate inputs from functional teams and meet planning timelines and deliverables.
• Support monthly close and forecast update cycles by validating actuals, updating forecasts, and ensuring alignment between Accounting and FP&A views.
• Prepare Budget vs. Actual (BvA) analysis and variance commentary, helping leadership clearly explain results, trends, and key drivers.
• Build, maintain, and update financial models to support departmental planning needs, including headcount scenarios, ROI analyses, software and vendor forecasts, and other ad hoc analyses.
• Maintain and manage inputs within FP&A systems and tools (e.g., Pigment, TeamOhana, and related tools), ensuring data accuracy and consistency across forecasts, budgets, and reporting.
• Work closely with the People team to maintain accurate headcount data and forecasts, ensuring hiring plans, attrition assumptions, and timing are accurately reflected in FP&A models and planning cycles.
• Execute analyses and deliverables based on priorities set by FP&A leadership, managing multiple workstreams while meeting planning and reporting deadlines.
• Serve as a reliable finance resource for internal teams, responding to finance-related questions and helping clarify data, assumptions, and outputs.
• Help scale FP&A processes and capabilities by supporting improvements to models, templates, reporting, and documentation as the organization grows.
• Document models, assumptions, and processes to support consistency, knowledge sharing, and long-term scalability.
• Grow into increased ownership over time, with the opportunity to eventually support end-to-end analysis and partnership for specific departments or planning areas.

Requirements

• Advanced academic or professional standing, such as a Master’s in Finance or Chartered Accountant (CA) designation, demonstrating a deep mastery of financial principles
• 4–6+ years of experience in FP&A, Corporate Finance, or related analytical roles, preferably within a high-growth SaaS or technology company.
• Strong understanding of core FP&A processes, including budgeting, forecasting, headcount planning, and variance analysis.
• Advanced Excel or Google Sheets skills, including complex formulas, structured models, scenario and sensitivity analysis.
• Hands-on experience working with FP&A and planning tools (e.g., Pigment, Anaplan, or similar), with the ability to maintain models and accurately manage inputs.
• Experience supporting planning cycles and recurring forecasts, ensuring data accuracy, consistency, and timely delivery.
• Solid financial and accounting fundamentals, with the ability to understand and work with P&L, balance sheet, and cash flow concepts in an FP&A context.
• Demonstrated ability to work independently with ambiguity, while taking direction and prioritization from FP&A leadership.
• High attention to detail, strong organizational skills, and a track record of delivering accurate, well-structured work.
• Collaborative mindset with the ability to work effectively as part of a team and support cross-functional partners.

Benefits

• 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.
• Physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.