Senior Director of Revenue Accounting & Order To Cash, Juniper Square
$200-250k
+ bonus + equity
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$200-250k
+ bonus + equity
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- 10+ years of progressive combined experience in revenue accounting and billing and collections leadership, including 5+ years of direct people management
- Deep, hands-on ASC 606 expertise. You have personally owned and defended technical revenue recognition positions with external auditors, not only reviewed others’ work. Working knowledge of IFRS 15 and non-U.S. GAAP is a plus
- Experience in both software and tech-enabled services. Private markets, fund administration, fund accounting, asset servicing, or fintech is a strong plus
- Experience billing variable fees at scale: usage, consumption, or fees calculated on a fluctuating asset base, and billing in arrears. Able to efficiently manage high-volume contract modifications
- Proven track record scaling high-volume, complex billing and order to cash operations through rapid, step-change growth, in a multi-entity, multi-currency global environment
- NetSuite required. Zone or an equivalent NetSuite-native billing system strongly preferred. Salesforce familiarity for contract, account, and opportunity detail; experience with a contract lifecycle management system such as Ironclad is valuable
- Direct ownership of collections and accountability for a DSO target, with strong command of AR, cash application, and the metrics that govern them
- Demonstrated use of AI to drive real efficiency across accounting and operations workflows. We are looking for measurable workflow redesign, not tool adoption alone
- Experience leading a distributed team, including offshore
- A track record of rebuilding a process, not only running one that already worked
- Player-coach operating style: high standards, comfort with ambiguity and urgency, and the judgment to know which decisions to own personally and which to delegate
- Bachelor’s degree in Accounting or Finance. CPA strongly preferred. Public accounting foundation, with Big 4 or national firm a plus
- Public company reporting experience, or experience preparing a private company for a transaction, is a plus
What the job involves
- Transaction and invoice volumes have roughly tripled over the last 18 months, and the complexity of how we recognize revenue and run order to cash has grown with them. We are looking for a Senior Director of Revenue Accounting & Order to Cash to own both the technical revenue accounting function and the end-to-end billing and collections operation, and to build the team, systems, and controls that let both scale with precision
- Reporting into senior finance leadership, you will be the company’s authority on revenue recognition across our SaaS, professional services, and fund administration revenue streams, and you will own the full order to cash cycle: billing in Zone, daily cash application, AR, and collections, across our U.S., Canadian, Indian, and Luxembourg entities. You will lead a team across revenue and billing, and partner closely with Deal Desk, FP&A, Fund Administration, and CX
- This is a hands-on leadership role. You will set policy and defend technical positions with our external auditors, while staying close enough to the detail to own the hard judgments yourself
- Revenue Accounting and Technical Ownership
- Own ASC 606 revenue recognition across software subscription, professional services, and fund administration service revenue, including bundled arrangements where components carry different revenue treatment
- Set and maintain revenue policy, the standalone selling price methodology, technical position papers, and the internal controls over revenue
- Serve as our authority on complex and non-standard arrangements: multi-element deals, variable and usage-based fees, tiered and milestone billing, and contract modifications. Partner with Deal Desk, Finance, and Legal to structure deals for clean recognition before they close
- Own the revenue close within a five business day cadence: deferred revenue roll-forwards, contract assets and liabilities, unbilled receivables, capitalized commissions under ASC 340-40, revenue and AR flux and variance analysis, and consolidation across our international entities
- Lead all revenue and AR audit deliverables and personally defend technical positions with our external auditors
- Partner with FP&A on revenue forecasting and the bridge from contracted to recognized revenue
- Support acquisition integration, including purchase accounting for revenue
- Billing, Collections, and Order to Cash
- Own the end-to-end order to cash function: billing operations, daily cash application, AR aging, and collections, across our U.S.and Luxembourg entities
- Partner with Deal Desk, Revenue Operations and Legal to manage billing and rev rec commercial terms for new business, renewals, amendments, expansions, contractions, co-terming, and mid-term contract change. That means the subscription is built correctly, the invoice is right the first time, and the revenue treatment follows what the contract actually says
- Run complex billing at scale: tiered and variable pricing, usage-based charges, caps and overage, true-ups and true-downs, annual uplifts, and multi-year escalators and ramps
- Scale billing operations to keep pace with step-change growth in transaction and invoice volume without losing accuracy or control, including throughput during peak quarterly fund administration billing cycles
- Ensure clean handling of complex and non-standard invoices and credit memos, and review the team’s highest-risk billing before it reaches customers
- Own DSO as a key KPI and manage it to be best in class for the industry. This means monitoring aging, escalating at-risk balances, and partnering with the business so that credit exposure is understood and managed upfront
- Own credit risk and customer account health, including the decision to suspend service for non-payment
- Own the operating metrics for the function: DSO, aging, collection effectiveness, invoice cycle time, billing error rate, cash application match rate, and revenue leakage. Baseline, target, actuals, and trend on each
- AI and Automation
- Treat AI as core to how this function runs, not a side project. We already have production Claude workflows in billing and revenue. Extend them and build the next set
- Redesign the work rather than adopt tools. The measure is workload that no longer requires a person, not software we have licensed
- Find the manual steps and replace them with system-driven ones. This is the single largest opportunity in the role
- Leadership, Systems, and Cross-Functional Partnership
- Lead and develop the revenue and billing team, building technical bench strength beneath you so that revenue recognition judgment is not a single point of failure
- Own the revenue and billing systems roadmap across NetSuite, Zone, Salesforce, and Ironclad. You set requirements, make the design calls, and own prioritization; our systems team owns the build and configuration
- Partner cross-functionally with Deal Desk on contract structuring, Legal on terms that affect recognition, FP&A on forecasting, and Fund Administration and Customer Experience on billing and collections
- Own process improvement and the internal control environment across the full revenue and order to cash lifecycle, building toward a public company standard ahead of when it is required of us
Our take
Juniper Square is an investment management solutions platform that aims to empower LPs (Limited Partners) and GPs (General Partners) to expand opportunities through partnerships and make the world of private equity more transparent, efficient, and accessible. With a suite of tools that focus on CRM, fundraising, investor reporting, and an investor portal, the company has modernised and streamlined private equity management for companies such as Beacon Capital Partners, Bell Partners, and Greystar.
Founded in 2014, Juniper Square were immediately in direct competition with analytical monolith Microsoft Excel, as well as popular equity management apps like Fundwave. However, the platform has exceeded expectations, in part because of its fluid and longer-term focused software solutions that have innovated what was previously archaic and error-ridden under Excel.
Serving more than 2000 GPs, Juniper Square supports tens of thousands of investment partnerships, covering hundreds of billions in LP capital. The company has raised substantial funding, raising it to Unicorn level, which will be used to fuel rapid growth, accelerate innovation, and expand its services.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
2% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jun 2025
$130m
SERIES D
Feb 2023
$133m
LATE VC
Total funding: $371m
Company HQ
Chinatown, San Francisco, CA
Leadership
Alex Robinson
(Co-Founder & CEO)Previously founded GreenDoor where they served as the CEO. They also spent 5 years at Microsoft as Senior Product Manager and 3 years at New Energy Risk as the Founding VP of Business Development.
Yonas Fisseha
(Co-Founder & CTO)Previously the Principal Architect at Fanbase.com and the VP of Engineering at Huddler.com
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 21 more jobs at Juniper Square