Affinity.co · 1 day ago
FP&A Manager
New York, NY
Full-time
Hybrid
Mid, Senior Level
$131K/yr - $164K/yr
3+ years expAffinity is a relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals. They are seeking a highly analytical and strategic Financial Planning & Analysis (FP&A) Manager to drive financial discipline, strategic decision-making, and performance visibility across the organization.
AnalyticsArtificial Intelligence (AI)Business DevelopmentBusiness IntelligenceContact ManagementCRMEnterprise SoftwareLead Generation
Responsibilities
Lead and manage the annual planning process, long-range plan, and rolling forecast processes. Ensure accuracy and alignment with strategic objectives
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
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
Design, maintain, and continuously improve complex financial models (e.g. capacity planning, scenario analysis) to support decision-making
Prepare and present high-quality financial reports, analysis, and materials for the Board of Directors, executive team, and potential investors
Drive improvements in the planning, forecasting, and reporting infrastructure, leveraging financial planning systems (e.g., Pigment) to increase efficiency and accuracy
Qualification
Required
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
Preferred
Familiarity with Pigment, or other forms of financial planning software
Previous experience in a high-growth B2B SaaS environment
Benefits
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.
Company
Affinity.co
Deals are won through relationships—but most CRMs weren't built to track them.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$120MKey Investors
Menlo Ventures8VCPear VC
2021-09-09Series C· $80M
2019-02-13Series B· $26.5M
2018-03-01Series Unknown
Leadership Team
Ken Fine
Chief Executive Officer
Ray Zhou
Co-Founder, Board Director
Recent News
2025-11-26
Startup Daily
2025-11-03
Company data provided by crunchbase