Senior Financial Analyst
Job Overview:
We’re looking for a Senior Financial Analyst to own forecasting and performance analytics for Buyer Revenue, including software subscription/ARR, platform & implementation fees, and buyer‑funded payment programs and rebates. You’ll 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 you'll 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 Product to 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 cross‑functional leaders.
- Advance our finance systems and tooling: help evolve Workday Financials and Workday Adaptive Planning models, inputs, and reporting (including OfficeConnect/Power BI) to improve accuracy, speed, and self‑service.
- Continuously improve processes: standardize inputs, automate data flows, and tighten handoffs with Accounting and RevOps to shorten close‑to‑forecast cycles.
What we're looking for:
- 4–7+ years in FP&A, Corporate Finance, or Revenue Analytics with hands‑on financial modeling experience 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.
- Proven cross‑functional partnership with 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 with Workday Financials and Workday 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, they’ll tell you our people are at the core of who we are. 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 1,500 teammates working 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 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 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
- 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
- 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
**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.