FP&A Manager

Affinity is the relationship intelligence CRM trusted by private equity venture capital and investment banking professionals to manage their most valuable asset: relationships. Our platform transforms how deal teams source opportunities manage pipelines and accelerate deal flow by automatically capturing and organizing relationship data. With our 72-hour implementation and AI-powered insights were redefining whats possible in private capital markets.

Affinity is seeking a highly analytical and strategic Financial Planning & Analysis (FP&A) Manager to join our Finance team reporting to the VP of FP&A. This role will be instrumental in driving financial discipline strategic decision-making and performance visibility across the organization. The FP&A Manager will own the planning forecasting and reporting processes providing executive leadership and department heads with the insights needed to manage growth optimize spending and allocate resources effectively. This role requires a strong understanding of SaaS metrics a proactive approach to financial modeling and the ability to translate complex financial data into clear actionable business strategies.

Location: New York or San Francisco

For this role were embracing a hub-hybrid model designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 23 days per week typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect create and build momentum as a team.

What Youll Own

• Financial Planning & Forecasting: Lead and manage the annual planning process long-range plan and rolling forecast processes. Ensure accuracy and alignment with strategic objectives.
• SaaS Metric Analysis & Reporting: Develop track and report on key SaaS financial and operational metrics (e.g. ARR CAC LTV churn gross margin) to provide leadership with a clear view of business health and performance.
• Budgeting & Departmental Partnership: Own the detailed operating expense budgeting process. Partner closely with department heads to manage their budgets understand variance drivers and identify opportunities for optimization and efficiency.
• Financial Modeling & Deep Dives: Design maintain and continuously improve complex financial models (e.g. capacity planning scenario analysis) to support decision-making.
• Board & Investor Reporting: Prepare and present high-quality financial reports analysis and materials for the Board of Directors executive team and potential investors.
• Process & System Improvement: Drive improvements in the planning forecasting and reporting infrastructure leveraging financial planning systems (e.g. Pigment) to increase efficiency and accuracy.

What Were Looking For

• 3-5 years of experience in Strategic Finance FP&A and/or a fast-paced environments like Investment Banking PE/VC or Consulting.
• Expertise in SaaS financial and operational metrics (ARR LTV:CAC Churn Gross Margin analysis etc.).
• Advanced financial modeling skills and proficiency in Excel/Google Sheets; ability to build complex driver-based models from scratch.
• Exceptional analytical and problem-solving abilities with a meticulous attention to detail and a commitment to data integrity.
• Proven ability to communicate complex financial concepts clearly to non-financial stakeholders department heads and executive leadership.
• Strong business partnership orientation and the ability to influence decisions and drive accountability across the organization.
• Bachelors degree in Finance Accounting Economics or a related quantitative field.

Nice to Have:

• Familiarity with Pigment or other forms of financial planning software.
• Previous experience in a high-growth B2B SaaS environment.

What youll enjoy at Affinity:

• We live our values:As owners we take pride in everything we do. We embrace a growth mindset engage in respectful candor act as playmakers and taste the soup by diving deep into experiences to create the best outcomes for our colleagues and clients.
• Health Benefits:We cover your medical dental and vision insurance premiums with comprehensive PPO HDHP and HMO options (in CA) and offer flexible personal & sick days to support your well-being.
• Retirement Planning:We offer a 401(k) plan to help you plan for your future.
• Learning & Development:We provide an annual education budget and a comprehensive L&D program.
• Wellness Support:We reimburse monthly for things like home internet meals and wellness memberships/equipment to support your overall health and happiness.
• Team Connection:Virtual team-building activities and socials to keep our team connected because building strong relationships is key to success.

Please note that the role compensation details below reflect the base salary only and do not include any equity or benefits. This represents the salary range that Affinity believes in good faith at the time of this posting that it will pay for the posted job.

A reasonable estimate of the current range is 131120to 163900USD. Within the range individual pay depends on various factors including geographical location and review of experience knowledge skills abilities of the applicant.