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.