What You'll do
Modeling & Analysis
- Build and maintain financial and operational models to support strategic decision-making across Sales, Marketing, and Post-Sales teams.
- Analyze performance metrics and trends to identify opportunities for improved efficiency and revenue growth.
- Develop detailed forecasts and what-if scenario models in partnership with Finance and Go-to-Market leadership.
- Prepare reports and dashboards that convey financial and operational trends, KPIs, and actionable insights.
- Support the company's budgeting and forecasting processes through data aggregation and cross-functional collaboration.
Sales & Strategic Planning
- Support sales planning processes including forecasting, pipeline modeling, territory analysis, and performance tracking.
- Partner with Finance and Sales to ensure consistent, data-backed approaches to compensation modeling and incentive plan simulations.
- Collaborate across departments to design models and tools that drive operational transparency and alignment.
Operational Support
- Drive continuous improvements in reporting accuracy, timeliness, and relevance.
- Provide ad hoc analysis and reporting to support real-time business decisions.
- Help document and refine data processes and reporting structures as part of ongoing scaling efforts.
About You
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 2+ years of experience in FP&A, business operations, private equity, investment banking, or management consulting.
- Strong Excel modeling skills and comfort working with large datasets.
- Analytical thinker with strong problem-solving skills and attention to detail.
- Excellent written and verbal communication skills to explain complex data in simple terms.
Nice to Have
- Experience with SQL, Salesforce, or business intelligence tools (e.g., Tableau).
- Familiarity with financial systems such as Adaptive Planning or Workday Financials.
- Exposure to sales planning, commission modeling, or go-to-market strategy.
- Experience with Python for financial or data analysis is a plus.
What the Team is Saying
.png)
.png)
8am (Formerly AffiniPay) Compensation & Benefits Highlights
-
Healthcare Strength — Healthcare coverage includes 100% company‑paid employee medical, dental/orthodontic, and vision premiums, with discounted premiums for dependents/domestic partners. Mental‑health support and an EAP are also highlighted.
-
Parental & Family Support — Parental leave provides 16 weeks of paid time for primary or secondary caregivers, with additional family‑building support through Maven. This spans preconception, fertility, pregnancy, adoption, surrogacy, and pediatrics.
-
Leave & Time Off Breadth — Time‑off programs include flexible/unlimited PTO, paid holidays, and a four‑week paid sabbatical after seven years. This mix supports both day‑to‑day flexibility and extended breaks for long‑tenured staff.
8am (Formerly AffiniPay) Insights
Similar Jobs
%20copy.jpg)
What We Do
At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!
Why Work With Us
At 8am, 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.
Gallery
8am (Formerly AffiniPay) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
