Senior Financial Analyst
AvidXchange•Charlotte, NC
•Hybrid
About The Position
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.
Requirements
- 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.
Nice To Haves
- 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.
Responsibilities
- 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.
Benefits
- 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)
- Onsite Health Clinic with Atrium Health
- 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
- Perks at Work: free discount program
- Onsite gym fitness center, yoga studio, and basketball court
- Tuition Reimbursement up to the federal maximum of $5,250
- Hybrid Workplace Flexibility
- Free parking
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What This Job Offers
Job Type
Full-time
Career Level
Senior
