Bassam Afif Profile Picture

Bassam Afif, CFA

Operating Expert

Bassam Afif is a strategic finance executive with more than two decades of experience at the intersection of finance, data, product analytics, and revenue operations. He has worked across leading organizations including Adobe, SAP, Johnson & Johnson, Workday, and J.P. Morgan, bringing a rare mix of FP&A, financial modeling, SaaS product management, and growth-stage advisory experience.

Bassam is the founder of BUILD Financial Labs, where he helps B2B SaaS founders connect product usage data to the financial decisions that drive scale. His work includes revenue modeling, forecasting, scenario planning, pricing and packaging analysis, unit economics, board reporting, fundraising support, budget management, variance analysis, and finance tech stack implementation.

At Xpertegic, Bassam supports CFO integration for PE-backed companies by helping finance teams improve financial visibility, reporting, forecasting, KPI tracking, and decision support after close. His background is especially valuable when portfolio companies need to connect finance, product data, revenue operations, and board-level reporting to the deal thesis.

He is a CFA charterholder and holds an MBA from Santa Clara University. Outside of work, Bassam enjoys building practical financial tools, including personal finance web apps that turn spreadsheet logic into simple, easy-to-use digital tools.