Senior Financial Analyst
Charlotte, NC - USA
Job Summary
Overview:
Were looking for a Senior Financial Analyst to own forecasting and performance analytics for Buyer Revenue including software subscription/ARR platform & implementation fees and buyerfunded payment programs and rebates. Youll partner closely with Sales Product and RevOps to translate customer behavior and buyer-side monetization levers into accurate models and clear narratives for the business.
What youll do:
- Build and maintain forecasting models for Software Revenue(ARR new bookings churn & downgrades expansions pricing changes etc.) including scenario and sensitivity analyses.
- Collaborate with Sales and Productto incorporate pipeline win rates cohort dynamics and pricing strategy into the revenue plan; quantify impacts of new partnerships promos and product launches.
- Publish monthly revenue performance(vs. forecast plan and prior year) explain drivers in business terms and present recommendations to Finance and crossfunctional leaders.
- Advance our finance systems and tooling: help evolveWorkday FinancialsandWorkday Adaptive Planningmodels inputs and reporting (including OfficeConnect/Power BI) to improve accuracy speed and selfservice.
- Continuously improve processes: standardize inputs automate data flows and tighten handoffs with Accounting and RevOps to shorten closetoforecast cycles.
What were looking for:
- 47 years in FP&A Corporate Finance or Revenue Analytics withhandson financial modelingexperience for SaaS businesses (ARR/MRR cohort analysis LTV CAC/payback).
- Expert Excel/Sheets (modeling scenarios) strong data literacy and experience turning analysis into clear business stories.
- Provencrossfunctional partnershipwith Sales/Product; comfortable influencing without authority.
- BA/BS in Finance Accounting Economics or related field.
- Revenue modeling at a payments fintech or B2B SaaS company.
- Familiarity with transactional/consumption-based revenue models bookings-to-revenue mechanics and renewal/expansion motions.
- Experience withWorkday FinancialsandWorkday Adaptive Planning(or similar EPM) and business intelligence tools (e.g. Power BI/Tableau).
- Familiarity with Salesforce data or other similar CRM.
About AvidXchange
AvidXchange is a leading provider of accounts payable (AP) automation software and payment solutions for middle-market businesses and their suppliers. By trade we are a technology company but if you ask anyone who works here theyll tell you our people are at the core of who we are. At AvidXchangemindset is everything. We are Connected as People Growth Minded and Customer Obsessed. Thesethree mindsets represent our culture who weare who weve always been and they guide usto improve every our founding in 2000 in Charlotte NC weve created a company of over 1500 teammates working across the U.S. or remotely. AvidXchange is proud to be Certified as aGreat Place to Work. The prestigious recognition is based on anonymous data from our teammates and makes official what our teammates have known for years that AvidXchange is a Great Place to Work.
Who you are:
- A go-getter with an entrepreneurial mindset that meansyou arenot afraid of taking riskswinning bigorfacing the unknown.
- Someone who understands that business ispeople centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
- Focused onmaking a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.
What youll get:
AvidXchange teammates (we call them AvidXers) get the perks and prestige of a growing tech company paired with the flexibility of a founder-led startup. We help our AvidXers develop as professionals and as human beings providing work/life balance development programs and competitive benefits. At AvidXchange we are building more than a tech company we are building an experience. We remain committed to a culture where you can fully be you connected with others chasing big goals and making a meaningful impact. If you want to help us grow while realizing your potential and creating stories youll tell for years youve come to the right place.
AvidXers enjoy:
- 18 days PTO*
- 11 Holidays (8companyrecognized & 3floatingholidays)
- 16 hours per year ofpaid Volunteer Time Off (VTO)
- Competitive Healthcare
- High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage
- 100% AvidXchange paid Dental Base Plan Coverage
- 100% AvidXchange paid Life Insurance
- 100% AvidXchange paid Long-Term Disability
- 100% AvidXchange paid Short-Term Disability
- Employee Assistance Program (EAP) - Providescounseling services legal and financial consultations and health advocacy for Teammates and their eligible dependents
- Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
- 401(k) Match: 100% match on the first 3% of your salary plus 50% match on the next 2%
- Parental Leave: 8 weeks 100% paid by AvidXchange**
- Discounts on Pet Home and Auto insurance
- WeeCareChildcare Service:helps teammates find affordable daycarechildcareandtutors 40%less expensivethan traditional daycarecenters
- Perks at Work:free discount program that provides teammates the opportunity to save on items fromelectronics movie tickets car buying vacationsandmore
- Onsite gym fitness center yoga studio and basketball court
- Tuition Reimbursement up to the federal maximum of $5250***
- Hybrid Workplace Flexibility
- Free parking
*Fully granted from beginning of year pro-rated if hired mid-year
**Must be full-time for at least 3 months
***Must be full-time for at least one year
Equal Employment Opportunity
AvidXchange is an equal opportunity employer. AvidXchange is committed to equal employment opportunity in accordance with applicable federal state and local laws. AvidXchange will not discriminate against applicants for employment on any legally recognized basis. This includes but is not limited to veteran status race color religion sex sexual orientation gender identity gender expression national origin age and physical or mental disability.
Required Experience:
Senior IC
About Company
AvidXchange accounts payable automation software helps middle-market businesses and suppliers boost efficiency, accuracy and speed.