---
title: 'Finance Engineer at Juniper Square'
canonical: 'https://feeny.ai/job/finance-engineer-juniper-square-united-states-5w5pyk40wx29'
type: 'job'
last_seen: '2026-09-05'
---

# Finance Engineer at Juniper Square 

- **Company:** Juniper Square 
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-19
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/junipersquare/bb98c692-431f-4481-8a71-5f2af8a4db3f

## Job description

## ABOUT JUNIPER SQUARE

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.

Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!

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 https://blog.junipersquare.com/juniper-square-ponders-future-of-office-with-digital-first-hybrid-workplace-strategy/ operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have 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.

## ABOUT YOUR ROLE

The Finance Engineer redesigns how the CFO organization works, and builds the systems that make it happen.

The mandate covers every process we run: contract to cash, payables and procurement, reconciliations, and the monthly close. In each one you will sit with the person who owns the process, redesign it, build the automation, and stand it up where the team can actually use it. You will work across Accounting, Finance, Revenue and Billing, Deal Desk, Legal, Procurement, and Corporate Development.

The first focus area is contract to cash: a quote in Salesforce CPQ, through Deal Desk approval and a signed contract, into NetSuite and Zone Advanced Billing, out as an invoice, and back as collected cash. It runs across several systems and several teams, which is exactly where the leverage is. The close, reconciliations, and payables come next, and the same approach applies to each.

You will own our NetSuite OneWorld environment: configuration, workflows, and the role and permission design behind who can see, do, and approve what. Salesforce sits with another team, and the underlying platform, integration, and security layers sit with Business Technology. You will work with those teams where their systems meet NetSuite, which is where most of the interesting problems live.

This is a finance person who ships. Someone who knows why the close slips and where order-to-cash breaks, and who has taught themselves to build the fix rather than file a ticket for it. The output of this role is running software and changed process. Not recommendations, not slide decks, and not prototypes that only work on one laptop.

## WHAT YOU’LL DO

Own contract to cash end to end

- Map the full path from quote to collected cash across Salesforce CPQ, Deal Desk approvals, the contract stack, NetSuite, Zone Advanced Billing, and collections, and find the highest-leverage places to automate
- Work with the Salesforce and Business Technology owners to tighten the flow between Salesforce and NetSuite so bookings, orders, and billing data move straight through
- Partner with the process owner to redesign deal structuring, approval routing, order booking, invoicing, and collections workflows, then build the automation that runs them
- Partner with Deal Desk on quote-to-cash process and with Legal on contract workflow, so terms land in the systems downstream the way they were negotiated
- Build reporting and controls into the path so revenue, billing, and AR data are trustworthy by construction

Automate the close, payables, and procurement

- Work with Accounting and Revenue and Billing to compress the close: reconciliations, accruals, revenue recognition support, and the reporting package
- Drive the same process work through procure-to-pay: purchasing, vendor onboarding, invoice capture and matching, expense, and spend categorization. We are implementing Zip to replace Bill.com http://Bill.com, and you will help land it
- Design AI workflows that draft, check, and flag rather than silently decide, with a human in the loop where the risk warrants it
- Be the quality gate on AI output. Know how to tell whether what a model produces is right before it reaches a finance stakeholder, and build the checks that keep it that way

Own the finance systems stack

- Own the health of the NetSuite OneWorld environment: configuration, workflows, saved searches, and core order-to-cash, including Zone Advanced Billing and Avalara
- Design and maintain the NetSuite role catalog: what a revenue accountant, a billing specialist, or a deal desk analyst can see, do, and approve, by role and by entity across our US, India, Canada, and Luxembourg subsidiaries
- Own NetSuite user provisioning and access against that catalog, inside our change process, with access independently reviewed on a regular cycle
- Serve as the go-to expert on the finance side of the stack: Zone Advanced Billing, Avalara, Brex, Bill.com http://Bill.com, the contract stack, and procurement tooling
- Understand deeply how data moves between these systems, from Salesforce into NetSuite and from NetSuite into Pigment, our planning platform, and partner with the teams who own each one on the integration work that makes it move
- Balance short-term and long-term tradeoffs between sophistication and speed, and surface cross-functional process and system impacts before they become fire drills
- Own a solution roadmap across these functions, sequence it, and manage delivery against it

Build like an engineer

- Stand up internal applications other people actually use: authenticated, hosted, shared, and durable after you move on
- Work fluently in Claude and agentic coding tooling, with version control, and know when a problem calls for something lighter
- Write, read, and debug code rather than trusting what a model hands you
- Everything you build runs on company infrastructure, in company repositories, under company credentials, documented well enough that someone else could pick it up

Bring the team with you

- Raise the build capability of the people already here. Several members of our team are building with Claude today, and that number should grow because of this role
- Contribute training content and clear documentation, and teach non-technical finance and operations users to build for themselves
- Partner effectively with stakeholders at every level, from analysts to the CFO

## QUALIFICATIONS

Required

- Deep working knowledge of how a quote-to-cash or contract-to-cash process runs end to end across a CRM and an ERP, including the touchpoints between upstream systems and the ERP and where they typically break
- 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 of how CRM data flows into an ERP. You will not own or administer Salesforce, but you do need to be credible on both sides of that handoff
- 8+ years across finance, accounting, or finance systems, including at least three years in-house inside a finance organization rather than consulting to one. You have owned a process end to end and lived with the consequences when it broke
- A track record of automating finance and operations work through scripting, integrations, reporting pipelines, or workflow automation
- A proven track record designing and deploying LLM-powered workflows or agentic systems that other people depend on. We will judge this on what you have built and how recently, not on years claimed. Expect to walk us through two or three of them in detail
- Demonstrated ability to build and deploy applications other people use. Not a prototype on your laptop. Bring a URL
- Code literacy: SuiteScript or JavaScript, SQL, and comfort working in a terminal with version control. You do not need to have shipped production software for a living, but you do need to read and debug what you build
- Working knowledge of accounting principles, GL structure, and the financial close, and fluency in how a billing cycle and collections actually run. You do not need to be an accountant, but you do need to understand what you are automating and why the controls exist
- Experience designing and administering roles, permissions, and entity-level restrictions in a financial system, and comfort operating inside an access review and audit process
- Strong program and project management: able to formulate a solution roadmap across several functions and manage delivery against it
- Able to take a loosely defined problem, set your own priorities, and drive it to completion
- Able to teach. You will make other people better at this, not just do it yourself

## Preferred

- Claude Code, MCP, and agent or skill patterns specifically
- Python
- Familiarity with integration platforms such as Boomi or Workato
- Familiarity with a planning platform such as Pigment, Anaplan, or Adaptive, and how ERP data feeds it
- NetSuite Fixed Assets
- Experience with a billing, AP, or procure-to-pay platform implementation, or a quote-to-cash build
- NetSuite certifications: SuiteFoundation, Administrator, SuiteCloud Developer, or ERP Consultant
- Exposure to SOX, IT general controls, external audit, or public-company readiness
- Private markets, fintech, fund administration, or another business combining software and services

## COMPENSATION

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $190,000 - $240,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skill set, and location, and local minimum pay requirements as applicable.

Benefits include:

- 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

Your recruiter can provide additional details about compensation and benefits.

## #RL-LI

## About Juniper Square 

## Company Overview
- **One-liner**: Juniper Square provides a unified fund operating system and fund administration services that power operations for private market general partners (GPs).
- **Entity Type**: Private (Venture-backed; Total Funding $371M across 6 rounds)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2014
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Financial Services – specifically private markets technology and fund administration
- **Target customers**: B2B – general partners (GPs) in private equity, venture capital, real estate, private debt, fund of funds, and wealth advisors; limited partners (LPs)
- **Mission or purpose statement**: *“Our vision is to create a world with radically expanded opportunities for participation in the private markets.”* — Juniper Square

## Products & Services
- **Juniper Square Platform (Fund Operating System)**: A connected software and data platform that centralizes fund operations – including fundraising, investor onboarding, fund accounting, treasury, compliance, reporting, and business intelligence. Serves 2,300+ GPs and 750,000+ LPs managing over $1 trillion in investor equity.
- **JunieAI / GPX Agents**: AI-powered agents embedded in the platform that accelerate period-close, generate PCAPs, analyze GL variances, run continuous compliance checks, and flag exceptions. Designed for the “agentic era.”
- **Headless GPX**: The same fund data model and workflow library exposed via MCP (Model Context Protocol), allowing AI tools like Claude, Microsoft Copilot, and ChatGPT to securely query fund data with full permissions and audit trail.
- **Fund Administration Services**: Expert-led services for fund accounting, investor services, and treasury – offered alongside the software for firms that want a full-service operations partner.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Total Funding – $371M (as of latest round)
- **Notable Investors/Partners**: Not publicly available in search results
- **Growth Signals**:
  - Annual Revenue: $94.2M (LinkedIn estimate)
  - Headcount: 776 employees (+43.8% YoY, +289 people)
  - Operates in 8 countries (US, Canada, India, UK, France, Luxembourg, etc.)
  - Over 2,300 GPs and 750,000 LPs on the platform managing $1T+ in investor equity
  - Recognized as Forbes’ Best Startup Employer, Inc. 5000 Fastest-Growing Company, and Deloitte Tech Fast 500

## Competitive Advantages
- **Single source of truth** for all fund data – funds, assets, investors, and positions – eliminating silos.
- **Workflow library** covering every stage from first close to final distribution, built over 12 years of encoding private markets operations.
- **JunieAI & Headless GPX**: First-mover in enabling compliant, auditable AI access to private market data across any AI tool.
- **SOC-1 and SOC-2 compliance** for security and access control.
- **Unified software + services model**: Not just technology but a full fund operations partner, handling complexity at scale.

## Strategic Focus
- **AI-first platform**: Extending the fund operating system into the “agentic era” with AI agents and headless APIs.
- **Scaling fund administration**: Growing services alongside software to handle increasing complexity for GPs with large, diverse portfolios.
- **Global expansion**: Already in 8 countries, likely to deepen presence in Europe and Asia.
- **Product innovation**: Continued investment in data model, automation, and compliance workflows.

## Why Work Here
- **Culture & Values**: Juniper Square emphasizes “solve hard problems,” “think like an owner,” “better together,” and “sweat the details.” Employees are called “Junies.”
- **Remote-First with Options**: Default mode is cloud-based remote work. Physical office in San Francisco for those who prefer hybrid; strong employee communities in New York, Seattle, Toronto, Salt Lake City, San Diego, Denver, Chicago, and Los Angeles.
- **Benefits**: Competitive salaries and equity, professional development stipends, learning & training programs, employee resource groups (ERGs), and periodic in-person gatherings.
- **Growth Environment**: High headcount growth (+43.8% YoY) signals scaling opportunities. Internships and entry-level roles available in Engineering and Fund Administration.
- **Awards**: Forbes’ Best Startup Employers, Inc. 5000, Deloitte Tech Fast 500 – indicators of strong employer brand.

## Sources
1. [junipersquare.com](https://www.junipersquare.com/)
2. [junipersquare.com/company](https://www.junipersquare.com/company)
3. [junipersquare.com/company/careers](https://www.junipersquare.com/company/careers)
4. [junipersquare.com/company/careers/life-at-jsq](https://www.junipersquare.com/company/careers/life-at-jsq)
5. [linkedin.com/company/juniper-square](https://www.linkedin.com/company/juniper-square)

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