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, we're redefining what's 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 we're embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2-3 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 You'll 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 We're 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.
• Bachelor's 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 you'll 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 play makers, 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…