Financial Planning & Analysis Manager

AffiniPay · Remote

Company

AffiniPay

Location

Remote

Type

Full Time

Job Description

Hi, We’re AffiniPay! 

AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and project management software, AffiniPay’s tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest growing companies in the U.S. for 11 years in a row, and as a result, our teams continue to grow as well! 

AffiniPay is looking for a Financial Planning & Analysis Manager to oversee planning, forecasting, financial reporting, and analysis. This person will be an individual contributor that is also an integral thought leader within the Finance organization, reporting to the Vice President of Financial Planning & Analysis in Austin.

Your ability to communicate, both verbally and in writing, will be critical as you provide regular, timely and accurate financial reporting with appropriate context to leadership. You have a very strong aptitude for learning, can quickly grasp complex concepts and data and summarize for relevant key messages, and are comfortable driving change within a high-growth business. The analytical, complex modeling, reporting and business planning expertise you have gained over the last 5+ years of your career will enable you to provide insightful conclusions as you drive decisions that fuel the growth of the company. 


What You’ll Do

  • Consolidate and lead a best-in-class FP&A process to ensure forecasting accuracy and spend discipline
  • Refine and manage a month-end close process that includes developing BOD materials
  • Manage day-to-day details and analytics and then synthesize them into a concise executive message for leadership
  • Partner with business and budget owners (C-suite, SVP/VPs) to serve as a critical team member supporting strategic programs, analysis, and other priorities
  • Analyze and report on financial matters to inform/influence financial and KPI reporting changes

About You

  • Bachelor’s degree in Finance, Accounting, or Economics
  • 5-7 years of experience in Financial Planning & Analysis at a complex enterprise with multiple brands/products and $200m+ revenue
  • Strong analytical skills, including superior financial modeling in Excel
  • Ability to build and maintain detailed, integrated (three financial statements) models
  • Experience with ERP, business planning / business intelligence, and CRM systems (specific experience in Workday Financials and Adaptive preferred; experience with Tableau and Salesforce is a plus)
  • Strong project management, planning, and organization skills, including ability to handle multiple projects simultaneously in a fast-paced environment
  • Excellent verbal/written communication, influencing, and interpersonal relationship skills
  • Commitment to excellence and continuous improvement
  • Proactive and results-oriented, comfortable independently solving problems despite ambiguity
  • A thoughtful leader who earns trust and builds strong working relationships across departments
  • Experience with M&A is a plus
  • This position is based in Austin, TX

Our Story

Founded in 2005, AffiniPay’s mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay’s products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), Docketwise (Immigration & Case Management Software), (Soluno (Legal Accounting), and Woodpecker (Legal Document Automation). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay’s products serve over 100,000 users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential. 


Diversity, Equity & Inclusion at AffiniPay

At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. 


Benefits that Benefit You! 

As a people first culture, we believe it is important that our teammates are happy, healthy, and productive.  In order to best support that, AffiniPay provides award-winning benefits that can make a difference in your life - right now and for the future.

  • All employees receive fully covered medical, dental and vision coverage - Choose from our 2 available health plans based on what fits you and/or your family!
  • Have some fur babies? - We offer them insurance too!
  • RELAX and enjoy your time away!
    • Flexible paid time off that starts on your first day
    • 11+ paid company holidays
    • Paid Sabbatical Leave Program
  • We will help you plan for your future - 401K, or RRSP if in Canada, with a company match up to 5%
  • Competitive compensation packages that include:
    • Mid-year and end-of-year bonus plan that increases with select anniversaries
    • Equity options that are granted to all full-time employees
  • Health Wellness Program that includes nutrition consultations, mental health apps, and access to discounted memberships
  • Have plans to grow your family? - Parental resources, including 16 weeks of paid time off for primary and secondary caregivers
  • Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
  • We believe it is important to give back:
    • Matching Gift Program for qualified charities up to $1,000 per employee per year
    • We also offer a $5,000 quarterly donation to a charity voted on by staff members
    • Our AffiniCares team organizes activities focused on donations, volunteerism and supporting the local communities throughout the country
  • D&I initiatives provide educational opportunities regarding multicultural issues, tolerance, and celebrating diversity among our entire staff
  • An incredible, in-office experience at our headquarters in Austin and San Diego including free lunch delivery 3 days/week, a fully stocked kitchen, and some “sweet”surprises for those afternoon pick-me-ups
  • Work Hard/Play Hard - We have an Experience Team focused on team and company events and activities throughout the year including summer photo contests, pumpkin patches, Thanksgiving potlucks, holiday celebrations, and more!
Apply Now

Date Posted

04/01/2023

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