Financial Planning & Analysis Principal, AffiniPay
+Bonus & Equity
Essential tools for professionals
Posted today
Essential tools for professionals
501-1000 employees
Posted today
+Bonus & Equity
501-1000 employees
Company mission
To empower people to pursue their passion.
Role
Who you are
- This individual contributor position requires a highly analytical and strategic mindset, with the ability to influence business outcomes through data-driven insights and partner with other teams to develop those insights
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. MBA is highly preferred, relevant certification (e.g., CFA, CPA) is highly desirable
- Five+ years of experience in FP&A, strategic finance, or related roles, with a proven track record of delivering impactful financial insights in a strategic capacity
- Investment Banking and/or Transaction Advisory experience preferred
- Strong analytical and quantitative skills with the ability to build complex financial models and perform in-depth analysis
- Experience with data processing/visualization tools and SQL/Python preferred
- Advanced proficiency in Microsoft Excel required
- Experience with Advanced Financial Modeling (circular models, LBOs, etc.) required
- Ability to communicate cross-functionally and distill complex analysis into executive-level insights is a must
- Deep understanding of financial statements, key business drivers, and industry trends. Ability to apply financial insights to real-world business problems and strategies
- Self-starter with the ability to work independently, manage multiple priorities, and deliver high-quality work under tight deadlines
- Preferred to sit in Austin, TX
What the job involves
- The FP&A Principal will work closely with the SVP, FP&A and Corporate Development and play a pivotal role in driving the company’s strategic decision-making
- The role will focus on delivering strategic financial and operational analysis to support the development of long-term financial strategies, enhance the company’s financial performance, and drive enterprise value
- Develop sophisticated financial models that support financial and operational decision making across a variety of business objectives to drive enterprise value
- Partner cross-functionally, especially with Data Science, Business Operations/Sales Operations, and Accounting teams to develop insights
- Provide actionable recommendations to business executives to achieve business goals
- Conduct in-depth financial analysis, including profitability analysis, cost analysis, and return on investment (ROI) calculations
- Perform ad-hoc financial analysis to address emerging business questions, provide insight into critical decisions, and support business initiatives
- Take a heavy analytical role in special projects including mergers & acquisitions (M&A), capital investments, and market expansion
Application process
- All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up
Our take
Many professionals find their time taken up by administrative tasks and operational processes, leaving them fewer hours to focus on the work they love. AffiniPay supplies finance, payments and management software to make these processes swifter and easier, saving users precious time.
The company has a wide range of products including payments and reporting for accountants, legal case management software, and operations assistance for nonprofits. This broad scope allows AffiniPay to serve upwards of 150,000 professionals across legal, accounting, construction, design and association.
Recently, the company secured a significant investment from Genstar Capital that will fuel its next chapter of growth. This includes investing in innovation and the further extension of its suite of solutions.
Steph
Company Specialist
Insights
Few candidates hear
back within 2 weeks
Company
Company benefits
- Robust 401(k) plan
- Bonus programs based on performance and tenure
- Fantastic amount of swag and food
- Happy hours, quarterly events, as well as virtual and in-person team building
- Continuing career development and education programs
- Award program with the chance to go on once-in-a-lifetime annual incentive trips
- Frequent company-wide volunteering events to give back to our communities
- Annual charity contribution matching program for the organization of your choice
- Opportunity to share in the success of the company through our employee option program
Company values
- Always make it count: We see every interaction as a chance to make a difference, and we truly listen — using everything from small-group round tables to all-staff events
- Be surprisingly great: We're continuously working on exceeding your expectations — from educational opportunities and team gatherings to being open about goals and metrics
- Say yes!: We don't create excuses, we create solutions together. That means we're always there to help one another solve challenges no matter what it takes
Company HQ
Davenport Ranch West, Austin, TX
Articles
Leadership
Dru Armstrong
(CEO, not founder)Advisor for Women@Austin and Board Member at YPO. Former CEO of Grace Hill, and co-founded and was CEO at Lily Pod.
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 19 more jobs at AffiniPay