AvidXchange

Senior Financial Analyst

AvidXchange • $85K — $110K *
Charlotte, NC 28269In-Person
Finance & Insurance
Less than 5 years of experience
3 days ago
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Job Overview by Ladders

Qualifications

  • 4-7+ years in FP&A, Corporate Finance, or Revenue Analytics focusing on SaaS businesses.
  • Hands-on financial modeling experience, particularly in ARR/MRR, cohort analysis, and LTV/CAC metrics.
  • Expertise in Excel/Sheets for complex modeling and strong data literacy.
  • Ability to influence cross-functional teams, specifically in Sales and Product.
  • BA/BS in Finance, Accounting, Economics, or related field.
  • Experience in revenue modeling for fintech, payments, or B2B SaaS companies.
  • Familiarity with Workday Financials and Adaptive Planning, and business intelligence tools.

Responsibilities

  • Build and maintain forecasting models for Software Revenue, including various financial metrics and analyses.
  • Collaborate with Sales and Product teams to integrate pipeline and pricing strategies into revenue planning.
  • Publish monthly revenue performance reporting, detailing key drivers and recommendations to stakeholders.
  • Advance finance systems and tooling, enhancing Workday Financials and Adaptive Planning for better accuracy and efficiency.
  • Continuously improve financial processes, focusing on standardization and automation to streamline workflows.

Benefits

  • Opportunity to significantly impact company growth through data-driven decision making.
  • Work in a collaborative environment with cross-functional teams.
  • Gain exposure to advanced finance tools and methodologies.
  • Potential for professional development and skills enhancement in SaaS finance structure.
  • Access to a vibrant culture that values innovation and analytical thinking.
Full Job Description
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 financial technology company that provides accounts payable and payment automation solutions for midsize companies. The company's products include invoice and payment processing, purchase order management, and payment services. AvidXchange serves customers in various industries, including real estate, healthcare, and construction. The company was founded in 2000 and is headquartered in Charlotte, North Carolina.
Learn more about AvidXchange
Size
1,500 employees
Market Cap
$1.7 billion
Industry
Finance & Insurance
Founded
2000
NASDAQ
AVDX
* Ladders Estimates

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