Finance Engineer

About the company

Juniper Square provides a connected private markets platform for GPs and LPs, offering fund administration, reporting, investor relations, treasury, compliance, and AI-enabled system-of-record and workflow automation.

About this role

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,