Back to jobs

FP&A Manager

New York, NY; San Francisco, CA

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 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 131,120 to 163,900 USD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

About Affinity

With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.

We use E-Verify

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

Create a Job Alert

Interested in building your career at Affinity.co? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Select...

Please let us know where you reside so we can ensure it’s a location where we can hire talent, as Affinity is registered to employ in certain U.S. states. For this role, we're embracing a hub-hybrid model and are only considering candidates located within commuting distance of NYC or San Francisco. Thanks!

Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Affinity.co’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.