Hi, We’re AffiniPay!
AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice 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 13 years in a row, and as a result, our teams continue to grow as well!
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. 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. 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.
What You’ll Do:
- 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.
About You:
- 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
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 one hundred thousand 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 with our flexible paid time off policy!
- We will help you plan for your future - 401K, or RRSP if in Canada, with a company match
- Competitive compensation packages that include mid-year and end-of-year bonuses and equity options for 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 caregivers
- Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
- We believe it is important to give back with our Matching Gift Program and organized 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, a fully stocked kitchen, and some “sweet” surprises for those afternoon pick-me-ups
Security Advisory
Our hiring teams at AffiniPay are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the AffiniPay domain and will never ask for sensitive/personal data during the 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.
Top Skills
What the Team is Saying
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What We Do
Since 2005, AffiniPay has been transforming the lives of professionals everywhere. What started as a single payment product for trade organizations has transformed into four of the highest-rated financial tools serving more than eight professional services industries. And our progress shows no signs of stopping. The secret to our growth and success is our team. We support each and every team member by continuing to invest in their goals, our culture, and a diverse workplace. Because when you’re happy, focused, and fulfilled with your work — it feels like you’re doing what you’re meant to do.
Why Work With Us
We’ve assembled teams of highly collaborative problem solvers who are eager to create, collaborate and do whatever it takes to get the job done. We know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team’s growth & development, recognize accomplishments and celebrate successes together.
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AffiniPay Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
