Juniper Square

Product Operations Manager, Financial Modeling

1 week agoSan Francisco, CA / Remote

About Juniper Square

Our mission is to make the world’s private capital markets more efficient, transparent, and accessible. Privately owned assets like commercial real estate make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets and as a result bringing access to millions who don’t currently benefit from one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology—all while contributing as a member of a values-driven organization—we want to hear from you. We’ve doubled our team in each of the past four years while maintaining an excellent culture and staying true to our values. We are well-funded and building for the long-term. We need YOU to help us achieve our mission.

Juniper Square invests in a hybrid workforce and we offer three work modes: full time remote work from your home office, a hybrid of home and office work from one of our office hubs, currently in San Francisco and Austin, or full time work in an office hub. The company headquarters is in the Cloud and we invest in digital-first operations. We have communities of remote employees across the US and Canada, with more substantive local remote working communities in Seattle, Denver, Chicago and New York, but we are open to employees working in several states and provinces. We are happy to share with interested applicants where and how we work.

About your role

As a Product Operations Manager, Financial Modeling, you’ll work directly with our customers to configure and maintain their private equity investment waterfalls.  You will serve as an expert on the translation and implementation of investment waterfall models, operating agreements, and their intersection with Juniper Square’s waterfall feature.  You’ll help build and scale a new, fast-growing, cross-functional team and work closely with colleagues in Account Management, Customer Success, Product, and Investor Services.  This is a high visibility role on a small team with significant opportunities for growth within a Series C company that addresses one of the largest sectors of the U.S. economy.

What you'll do

  • Build knowledge of our evolving software and the real estate industry
  • Coordinate with the customer to receive necessary documents to enable waterfall configuration including operating models, organizational charts, and existing waterfall models
  • Deeply understand the Juniper Square waterfall feature and its capabilities and identify areas for improvement
  • Use Juniper Square software to build waterfalls, or build waterfalls in Excel as needed
  • Maintain waterfall models in Excel and service customer requests regarding them 
  • Identify and flag areas of improvement in our processes and procedures
  • Partner with Product to identify impactful product improvements to our waterfall feature and other tools needed to scale the waterfall configuration process
  • Collaborate with Investor Services and Customer Success to ensure we are delivering a best-in-class offering to our customers


  • 2-4 years of financial modeling experience, ideally with direct experience building waterfalls or earn-out models in investment banking, private equity, venture capital, corporate development or tax accounting
  • Familiarity with private equity distribution waterfalls
  • High level of integrity and desire to consistently do the right thing for our customers and for the business
  • Strong analytical and problem solving skills
  • Strong written and verbal communication skills, including comfort with presenting to senior executives and ability to change communication style based on audience
  • Ability to be a self-starter: you identify problems and take ownership of finding and implementing solutions
  • Highly flexible and adaptable to change; ability to handle multiple projects at once while staying close to the details 
  • You see opportunity in ambiguity; this is the right role for you if you have a vision for building something new and big!


  • Competitive salary and meaningful equity
  • Health, dental, and vision care for you and your family
  • Unlimited vacation policy and paid holidays
  • Generous paid family leave, medical leave, and bereavement leave policies
  • 401k retirement savings plan
  • Healthcare FSA and commuter benefits programs
  • Freedom to customize your work and technology setup as you see fit
  • Professional development stipend 
  • Monthly work from home wellness stipend while we're all remote
  • Mental wellness coverage including live coaching and therapy sessions
  • Home office productivity allowance to help create an ideal work from home setup 



Job ID: 2990556