Senior Financial Analyst

Senior Financial Analyst

As a Senior Financial Analyst overseeing revenue at AvidXchange (Avid) you will have responsibility to oversee the systems & processes necessary to ensure we can support and accurately forecast Avid's growth. This person will take ownership of and improve the planning, forecasting, and reporting program for company revenues. Avid is a rapidly growing and dynamic company. This role will be highly engaged with stakeholders across the organization guiding them to accurately forecast and then deliver on company goals. Ideal candidates will have excellent revenue and expense model skills, experience leading cross-functional projects, and should enjoy researching and problems solving.

What you'll do:

• Develop a deep understanding of Avid's business to become the revenue expert, keeping a pulse on customers, internal operations, and macroeconomic trends that will impact revenue.
• Derve as an FP&A business partner to revenue generating org's within Avid. Work collaboratively to execute high confidence revenue planning processes including monthly forecasting, budgeting, and strategic planning.
• Maintain and improve efficient communication routines to provide data driven recommendations to supplement regular planning processes. Activities will include distributing reporting and KPI packages, managing Risk & Opportunity schedules, and developing ad-hoc analyses as necessary.
• Collaborate with peers in finance, controllership, billing, and data intelligence to ensure data is consistently maintained accurately to allow for in-depth analyses in areas such as vertical, customer, and product lines.
• Anticipate the current and future needs of our Revenue FP&A team as Avid grows in scale and complexity. Proactively implement and oversee the systems, processes, and infrastructure necessary to ensure we can support Avid's growth.

What sets you apart:

• Master level understanding of payments business model as well as common software revenue business models including transactional, subscription, perpetual license, & professional services models.
• Self-directed and proactive style, taking ownership of your work and continuously looking for ways to improve our processes.
• Strong organizational and prioritization skills. Able to plan your workload accurately, communicate target completion timelines, and execute as planned.
• Cool under pressure with high emotional maturity. Able to maintain organization of your work and execute in an environment that is rapidly growing and evolving.
• Ability to study and evaluate opportunities and risks, focusing leadership on metrics and trends that matter, and producing increasingly accurate & reliable forecasts.
• Strong verbal and written communication skills are a must. Able to communicate complex business information in consumable executive summary narratives and actionable insights.
• Must have demonstrated the highest level of mastery of Microsoft Excel modeling.
• A penchant for nurturing trusted cross functional relationships, influencing decisions at the highest levels, and driving alignment on financial targets. Seen as a trusted and objective advisor.

What we're looking for:

• 3-5+ years of relevant revenue management experience in Sales Finance, FP&A, Strategic Finance, or investment banking.
• Revenue modeling & forecasting experience in payments or technology business, with understanding of how to use both internal and macroeconomic data drivers.
• Revenue modeling experience, with history of tying drivers and investment plans to revenue forecasts.
• Successful business partner relationships, demonstrating a track record of working collaboratively with business managers and using financial analysis to influence decisions and guide execution.
• High growth public technology company experience preferred.
• Bachelor's degree with a major in Accounting, Finance, Economics, or a related field.
• Experience designing and improving financial processes, systems, and controls to match the needs of a high growth business.

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, they'll tell you our people are at the core of who we are. We focus on creating a culture of Diversity, Inclusion & Belonging, and are proud to be a safe place where teammates can bring their whole selves to work. At AvidXchange, mindset is everything. We are Connected as People, Growth Minded, and Customer Obsessed. These three mindsets represent our culture - who we are, who we've always been, and they guide us to improve every day. Since our founding in 2000 in Charlotte, NC, we've created a company of over 1,600 teammates working in one of our 5 offices across the U.S., or remotely. AvidXchange is proud to be Certified™ as a Great 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 means you are not afraid of taking risks, winning big or facing the unknown.
• Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
• Focused on making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.

What you'll get:

AvidXchange teammates (we call them AvidXers) get the perks and prestige of a publicly traded 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, competitive benefits and equity options. 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 you'll tell for years, you've come to the right place.

AvidXers enjoy:

• 18 days PTO*
• 11 Holidays (8 company recognized & 3 floating holidays)
• 16 hours per year of paid 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) - Provides counseling 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
• Retirement 401k Match up to 4%
• Parental Leave: 8 weeks 100% paid by AvidXchange***
• Discounts on Pet, Home, and Auto insurance
• BrightDime Financial Wellness Tool, offered free to teammates
• WeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers
• Perks at Work: free discount program that provides teammates the opportunity to save on items from electronics, movie tickets, car buying, vacations, and more
• Onsite gym fitness center, yoga studio, and basketball court****
• Tuition Reimbursement up to the federal maximum of $5,250*****
• Hybrid Workplace Flexibility
• Free parking

*Fully granted from beginning of year, pro-rated if hired mid-year

**Charlotte location only

***Must be full-time for at least 3 months

****Charlotte location only

*****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.

Other details

• Job Family Finance
• Job Function Financial Planning & Analysis
• Pay Type Salary
• Employment Indicator Professional

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