Senior Financial Analyst

<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Job Overview:&nbsp;</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Join AvidXchange as a Sr. Finance Analyst where your expertise in credit financing, and 3-statement financial modeling will be the cornerstone of strategic decision-making. In this capacity, you’ll collaborate directly with cross-functional teams to build and refine comprehensive financial models that integrate income statement, balance sheet, and cash flow forecasts for AvidXchange’s credit products. Your insights will empower operational leaders and executive decision-makers to optimize supplier credit financing and product strategies; structure pricing; and manage operational expenses. By transforming complex data into clear, actionable financial narratives, you’ll drive process improvements and support long-term strategic growth. This is your opportunity to shape both the future of credit financing and product at AvidXchange and the robustness of its financial framework through rigorous 3-statement modeling.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>What you'll do:</strong>&nbsp;</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Build and manage driver-based financial models driving key product profitability metrics</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Support budgeting and annual planning cycles, ensuring alignment with strategic goals</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Lead monthly financial reviews and monitor performance analytics for Operational Teams</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Create executive profitability reporting, including presentations and data storytelling</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Integrate key performance indicators into our financial systems to support driver-based modeling across the FP&amp;A across the organization.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Develop / manage financial models related to Credit Products for AvidXchange</span></li> </ul> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>What we're looking for:&nbsp;</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience: Minimum 3-5 years in FP&amp;A, Banking / SaaS / Lending or Credit experience</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Modeling Expertise: Proven track record building complete P&amp;L and 3-statement models</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Communication: Strong ability to synthesize and present complex financial insights to all levels, including executives</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Technology Proficiency: Hands-on experience with tools such as Adaptive Insights (preferred), Anaplan, Workday, Tableau, Power BI, and SQL</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Business Acumen: Strategic thinker with deep understanding of financial drivers and planning best practices</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Personality Traits: Intellectually curious, detail-oriented, results-driven, and comfortable delivering under pressure</span></li> </ul> <div> <p>&nbsp;</p> </div><div class="content-conclusion"><p>&nbsp;</p> <p><strong>About AvidXchange<br></strong></p> <p style="line-height: 28px;">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 &amp; Belonging, and are proud to be a safe place where teammates can bring their whole selves to work. At AvidXchange, <strong>mindset is everything</strong>. We are <strong>Connected </strong><strong>as People</strong>, <strong>Growth Minded</strong>, and <strong>Customer Obsessed</strong>. 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 across the U.S., or remotely. AvidXchange is proud to be Certified™ as a <a href="https://www.greatplacetowork.com/certified-company/7007980" target="_blank">Great</a> <a href="https://www.greatplacetowork.com/certified-company/7007980" target="_blank">Place to Work</a>®. 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®.&nbsp;</p> <p><strong>Who you are:</strong>&nbsp;</p> <ul type="disc"> <li style="line-height: 28px;">A go-getter with an entrepreneurial mindset – that means&nbsp;you are&nbsp;not afraid of taking risks,&nbsp;winning big&nbsp;or&nbsp;facing the unknown.&nbsp;</li> <li style="line-height: 28px;">Someone who understands that business is&nbsp;people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.&nbsp;</li> <li style="line-height: 28px;">Focused on&nbsp;making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.&nbsp;</li> </ul> <p><strong>What you’ll get:</strong> &nbsp;</p> <p style="line-height: 28px;">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.</p> <p><strong>AvidXers enjoy:</strong>&nbsp;&nbsp;</p> <ul type="disc"> <li style="line-height: 28px;">18 days PTO*&nbsp;</li> <li style="line-height: 28px;">11 Holidays (8&nbsp;company&nbsp;recognized &amp; 3&nbsp;floating&nbsp;holidays)&nbsp;</li> <li style="line-height: 28px;">16 hours per year of&nbsp;paid Volunteer Time Off (VTO)&nbsp;</li> <li style="line-height: 28px;">Competitive Healthcare&nbsp;</li> <ul type="circle"> <li style="line-height: 28px;">High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage&nbsp;</li> <li style="line-height: 28px;">100% AvidXchange paid Dental Base Plan Coverage</li> <li style="line-height: 28px;">100% AvidXchange paid Life Insurance&nbsp;</li> <li style="line-height: 28px;">100% AvidXchange paid Long-Term Disability&nbsp;</li> <li style="line-height: 28px;">100% AvidXchange paid Short-Term Disability&nbsp;&nbsp;</li> <li style="line-height: 28px;">Employee Assistance Program (EAP) - Provides&nbsp;counseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents</li> <li style="line-height: 28px;">Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents</li> </ul> <li style="line-height: 28px;">401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%</li> <li style="line-height: 28px;">Parental Leave: 8 weeks 100% paid by AvidXchange**&nbsp;</li> <li style="line-height: 28px;">Discounts on Pet, Home, and Auto insurance&nbsp;</li> <li style="line-height: 28px;">WeeCare&nbsp;Childcare Service:&nbsp;helps teammates find affordable daycare,&nbsp;childcare,&nbsp;and&nbsp;tutors 40%&nbsp;less expensive&nbsp;than traditional daycare&nbsp;centers&nbsp;</li> <li style="line-height: 28px;">Perks at Work:&nbsp;free discount program that provides teammates the opportunity to save on items from&nbsp;electronics, movie tickets, car buying, vacations,&nbsp;and&nbsp;more&nbsp;</li> <li style="line-height: 28px;">Onsite gym fitness center, yoga studio, and basketball court</li> <li style="line-height: 28px;">Tuition Reimbursement up to the federal maximum of $5,250***</li> <li style="line-height: 28px;">Hybrid Workplace Flexibility</li> <li style="line-height: 28px;">Free parking</li> </ul> <p><em>*Fully granted from beginning of year, pro-rated if hired mid-year</em>&nbsp;</p> <p><em>**Must be full-time for at least 3 months</em></p> <p><em>***Must be full-time for at least one year&nbsp; </em></p> <p><strong>Equal Employment Opportunity<br></strong></p> <p style="line-height: 28px;">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.&nbsp;</p></div>