
201 - 500 employees
đ¸ Finance
đ Real Estate
âď¸ SaaS
đ° $75M Series C on 2019-11
Finance ⢠Real Estate ⢠SaaS
Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.
đĽ 0 minutes ago
đşđ¸ United States â Remote
đľ $190k - $240k / year
â° Full Time
đ Senior
đ´ Lead
đ¸ Financial Planning and Analysis (FP&A)
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201 - 500 employees
đ¸ Finance
đ Real Estate
âď¸ SaaS
đ° $75M Series C on 2019-11
Finance ⢠Real Estate ⢠SaaS
Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.
⢠Redesign finance processes and build systems that operationalize them ⢠Own contract-to-cash from Salesforce CPQ and Deal Desk approval through contracts, NetSuite, Zone Advanced Billing, invoicing, and collections ⢠Map quote-to-cash workflows and identify high-leverage automation opportunities ⢠Improve Salesforce-to-NetSuite flows for bookings, orders, and billing data ⢠Redesign deal structuring, approval routing, order booking, invoicing, and collections workflows ⢠Partner with Deal Desk and Legal to ensure negotiated terms flow correctly into downstream systems ⢠Build reporting and controls for trustworthy revenue, billing, and accounts receivable data ⢠Automate close activities including reconciliations, accruals, revenue recognition support, and reporting ⢠Improve procure-to-pay processes including purchasing, vendor onboarding, invoice capture and matching, expenses, and spend categorization ⢠Help implement Zip to replace Bill.com ⢠Design human-in-the-loop AI workflows and quality controls for AI output ⢠Own NetSuite OneWorld configuration, workflows, saved searches, order-to-cash, Zone Advanced Billing, and Avalara ⢠Design and maintain NetSuite roles, permissions, entity restrictions, user provisioning, and access reviews across subsidiaries ⢠Serve as finance-side expert for Zone Advanced Billing, Avalara, Brex, Bill.com, contract, and procurement tooling ⢠Partner on integrations between Salesforce, NetSuite, Pigment, and other systems ⢠Own the solution roadmap and manage delivery across functions ⢠Build authenticated, hosted, shared, durable internal applications on company infrastructure and repositories ⢠Use Claude and agentic coding tools with version control; write, read, and debug code ⢠Train finance and operations users, create documentation, and improve team build capability ⢠Partner with stakeholders from analysts to the CFO
⢠Deep working knowledge of end-to-end quote-to-cash or contract-to-cash processes across a CRM and ERP ⢠7+ years hands-on with NetSuite OneWorld, including configuration, workflows, saved searches, Advanced Revenue Management (ARM), and order-to-cash in a multi-subsidiary environment ⢠Working knowledge of Salesforce, ideally CPQ, and CRM-to-ERP data flows ⢠8+ years across finance, accounting, or finance systems, including at least three years in-house inside a finance organization ⢠Track record automating finance and operations work through scripting, integrations, reporting pipelines, or workflow automation ⢠Proven track record designing and deploying LLM-powered workflows or agentic systems used by others ⢠Demonstrated ability to build and deploy applications used by other people; bring a URL ⢠Code literacy in SuiteScript or JavaScript, SQL, terminal usage, and version control ⢠Working knowledge of accounting principles, GL structure, financial close, billing cycles, and collections ⢠Experience designing and administering roles, permissions, and entity-level restrictions in a financial system ⢠Strong program and project management skills ⢠Ability to formulate a solution roadmap and manage delivery ⢠Ability to take loosely defined problems through completion ⢠Ability to teach and develop others ⢠Preferred: Claude Code, MCP, agent or skill patterns; Python; Boomi or Workato; Pigment, Anaplan, or Adaptive; NetSuite Fixed Assets; billing, AP, procure-to-pay, or quote-to-cash platform implementation; relevant NetSuite certifications; SOX, IT general controls, external audit, or public-company readiness; private markets, fintech, or fund administration experience
⢠Health, dental, and vision care for you and your family ⢠Life insurance ⢠Mental wellness coverage ⢠Fertility and growing family support ⢠Flex Time Off in addition to company-paid holidays ⢠Paid family leave, medical leave, and bereavement leave policies ⢠Retirement saving plans ⢠Allowance to customize your work and technology setup at home ⢠Annual professional development stipend ⢠Equity
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