Corporate Development and Corporate Strategy Manager

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 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!

AffiniPay is in search of hardworking and versatile manager to join our team! Our managers are highly visible leaders, building bridges across AffiniPay to ensure projects are effectively planned, developed, integrated and delivered with quality and on time delivery. Our managers also coach/mentor teams, act as change agents, generate excitement and raise awareness of critical business initiatives across the company.

Being part of the Corporate Development & Corporate Strategy team, the manager will cross collaborate within the entire organization including the Executive Leadership Team (ELT). Expect to interact with a group of bright, motivated engineers, marketers, support and sales staff passionate about building and delivering the next generation of FinTech products.

What You’ll Do

• Lead operational due diligence workstreams for potential acquisitions, including analysis of target company financials, business models, and operational metrics; collaborate on financial, legal, and other diligence work streams
• Conduct comprehensive market research and competitive analysis to evaluate strategic fit of potential targets
• Prepare materials, including deal rationale, valuation analysis, and risk assessments
• Coordinate cross-functional due diligence teams including legal, tax, technology, product, and HR
• Support deal negotiations by providing analytical insights and maintaining deal documentation
• Manage data rooms, information requests, and diligence trackers throughout the transaction process
• Support post-merger integration planning by developing synergy models and integration roadmaps
• Track and report on integration milestones and synergy realization

Corporate Strategy & Strategic Planning

• Support development of AffiniPay’s annual strategic planning process and long-term growth roadmap
• Conduct market analysis and competitive intelligence to inform strategic decisions
• Assit in in leading strategic initiative deep-dives on new market opportunities, pricing strategy, or product expansion
• Partner with Product and GTM teams on build vs. buy vs. partner analyses
• Develop business cases for strategic investments and new initiatives
• Help support executive offsites and board materials with strategic analyses and recommendations
• Help translate strategic priorities into actionable initiatives with clear success metrics
• Help conduct quarterly strategy reviews and track progress against strategic objectives

Cross-functional Collaboration

• Work closely with Finance, Product, Engineering, and GTM teams to evaluate strategic opportunities
• Support executive leadership with ad-hoc strategic analyses and special projects
• Communicate deal progress and strategic insights to stakeholders through clear, executive-ready presentations
• Build relationships with external advisors, investment banks, and industry contacts

About You

• Bachelor’s degree in Business, Finance, Economics, or related field
• 2-4 years of experience in investment banking, management consulting, private equity, or corporate development
• Strong financial modeling and valuation skills with proficiency in Excel
• Experience conducting due diligence and managing deal processes
• Demonstrated ability to structure and solve ambiguous business problems
• Excellent analytical and problem-solving abilities with attention to detail
• Outstanding written and verbal communication skills with ability to distill complex analyses
• Ability to manage multiple projects simultaneously in a fast-paced environment
• Self-starter mentality with ability to work independently and drive projects forward
• Experience with financial analysis tools and data rooms (e.g., Datasite, Box)

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), and Docketwise (Immigration & Case Management Software). 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.

B enefits 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.