Full-Time

Director – FP&a

Confirmed live in the last 24 hours

Affinitiv

Affinitiv

201-500 employees

Data-driven solutions for automotive customer engagement

No salary listed

Senior

Chicago, IL, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in finance and/or accounting
  • Minimum of 5yrs of finance experience with either a large accounting firm, investment bank, or FP&A function at a mid-market size company
  • Advanced excel is a must – pivot tables, IF statements, vlookups, etc.
  • Data Modelling – gathering data sources from various departments and systems, consolidating data, tending outputs over multiple periods, and summarizing key findings. Note that this data modelling will include data beyond traditional financial data such sales orders, payroll, vendor invoices, etc.
  • Data structuring – organizing data into an efficient and flexible input/output model is critical to this position as all analysis and models are subject to change with business needs and this position will need to have foresight into initial structuring to be able to re-use recent work
  • Financial statement aptitude – capable of independently understanding operational drivers impacting financial statements, formulating expectations, and investigating variances
  • Presentation skills – comfortable discuss findings with mid-level and executive management.
  • Must have a strong understanding of GAAP
  • Ability to keep up in a faced paced private equity ownership environment
Responsibilities
  • Perform month-end financial reporting – variance analysis month over month, year over year, and against budget
  • Perform month-end sales reporting – segmented by various internal categories such as major client, product, platform, item, individual customer, internal cohorts, etc. and track against internal initiatives
  • Calculate and monitor gross and net retention across various internal segments noted in the sales reporting section above
  • Maintain and develop a 3-statement financial budget model and a multiyear forecast allowing for flexible changes mid-year
  • Own a budget process including sales by customer and product, COGS and margin trends, payroll by department, major vendor trends, and known investment costs
  • Own working with various department leaders throughout the company to educate them on their budgets and help them elevate their financial aptitude
  • Regularly interpret trending monthly information such as financial P&Ls, contract bookings, and other business trends and monitor their implications to the business’ run-rate revenue and EBITDA and escalate findings to management
  • Translate financial findings into non-financial outputs such as recommendations to other ELT members and vice-versa (i.e. take non-financial input from department leaders and evaluate / quantify their financial implications)
  • Investigate accounting and sales irregularities and understand their impact on budgeted expectations and if there is a multi-period impact
  • Track one-time EBITDA costs for compliance with lender reporting requirements
  • Assist with the compilation of quarterly board decks and monthly operating reviews, and period lender updates
  • Continuously work with both the accounting and sales operations departments to top-grade reporting and update reporting as business needs change over time
  • Tracking and analyzing KPIs, both financial and non-financial to ensure internal accountability and drive ROI across departments including chrun, predicted chrun/red flags, stores visits, etc.
  • Support management business initiatives such as RFPs, hiring plans and pricing strategies
Desired Qualifications
  • Transaction services and/or financial due diligence experience at a major accounting or consulting firm
  • Understanding of private equity and/or private equity backed portfolio companies
  • Experience with companies with multiple revenue models – recurring saas, budget-based delivery quantities, and one-time transactional
  • Experience in investment banking or process driven events such as restructurings, divestitures, exit sales, etc.
  • Knowledge of NetSuite and salesforce.com

Affinitiv offers integrated, data-driven solutions for the automotive industry, focusing on enhancing the customer lifecycle from market engagement to long-term loyalty. They work closely with clients like OEMs and dealerships to create personalized strategies that improve customer engagement and retention. Their software tools help automotive businesses build brand awareness, attract new customers, and drive sales through targeted communications. Affinitiv stands out by providing a consultative approach and seamless integration across all customer interaction points, aiming to enhance customer experiences and drive business growth.

Company Size

201-500

Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Appointment of Andy Byrne as CRO signals strategic focus on revenue growth.
  • Recognition with 2023 AWA 'Rising Star' Award highlights innovation in video technology.
  • Growing EV market offers opportunities for targeted marketing strategies.

What critics are saying

  • Increased competition from companies like Dealer-Pay and Dealertrack in payment solutions.
  • New executive appointments may disrupt existing client relationships or internal processes.
  • Adapting marketing strategies for emerging EV demographics may pose challenges.

What makes Affinitiv unique

  • Affinitiv offers end-to-end solutions for the entire automotive customer lifecycle.
  • The company provides data-driven, integrated solutions tailored specifically for the automotive industry.
  • Affinitiv's Tech Video enhances transparency in service interactions with high-definition video technology.

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Benefits

Work from Here - Our work from here policy allows for remote working and gives team members a choice to collaborate in person as leaders can hold meetings on campus.

Medical, Dental, & Vision Insurance - Health benefits at Affinitiv begin your first day of employment. There is no waiting period. Optional insurance for your furry family members available.

Generous PTO, 9 paid holidays, 8 hours of VTO - Affinitiv offers annual PTO, plus 9 paid holidays, and 8 hours of Volunteer Time Off (VTO).

Professional Development - We believe in growing our organization through our people. Highlights of our growing professional development program include a leadership development training series open to all employees and a true feedback culture.

Flexible Spending Accounts - Company matching HSA plan as well as flexible spending on dependent care. For selected plans Affinitiv provides an annual HSA match of $500 for individuals and $1000 for family plans.

401(k) - Work hard, play hard, plan hard. Affinitiv matches 50% up to 6%. There is no waiting period to get started.

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