Senior Financial Analyst
Apply NowCompany: AvidXchange
Location: Charlotte, NC 28269
Description:
As a Senior Financial Analyst this individual will provide meaningful analysis to support decision making. This could include Project Assessments, normal business operations or External engagements. You will work across the business to apply analytical skills to provide deep and objective assessments to be used for critical business decisions.
JOB RESPONSIBILITIES
Prepare monthly financial reporting packages for Executive management team, department heads & outside interested parties.
Coordinate with corporate accounting and FP&A teams on accounting, systems and planning matters.
Support the routine forecasting and annual budgeting process for FP&A teams.
Find opportunities and execute centralization of data in budgeting and planning system for distributive use.
Develop into subject matter expert for budgeting and planning system and support business in reporting and analysis requirements.
Drive analysis for business case evaluations.
Perform other ad hoc business analysis and modeling as needed.
EXPERIENCE, QUALIFICATIONS & SKILLS
Required Experience, Qualifications, and Skills
A minimum of three (3) years of financial analysis experience, preferably in $500M+ software business (preferably including Software-as-a-Service and transactional revenue models)
Bachelor's degree with a major in Accounting or Finance
Must have demonstrated the highest levels of mastery of Microsoft Excel
Knowledge of accounting, reporting, forecasting/business intelligence systems
Intermediate database skills, as well as familiarity with other Microsoft Office products and corporate ERP systems
Ability to perform effectively in a fast-paced, demanding environment
Unquestioned professional integrity
Preferred Experience, Qualifications, and Skills
Typically requires a University Degree or equivalent experience and minimum 5 years of prior relevant experience.
Strong business understanding and judgment, across multiple lines of business / functional areas more likely a business background than technology background
Identifies problems, develops and evaluates options, and implements solutions
Applies management science, statistics, and computer technology to solve problems
Understands organizational strengths and corporate vision and identifies points within programs or projects to drive integration between the two
Manages competing demands and adapts to frequent change, delays, and unexpected results.
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:
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:
*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.
JOB RESPONSIBILITIES
Prepare monthly financial reporting packages for Executive management team, department heads & outside interested parties.
Coordinate with corporate accounting and FP&A teams on accounting, systems and planning matters.
Support the routine forecasting and annual budgeting process for FP&A teams.
Find opportunities and execute centralization of data in budgeting and planning system for distributive use.
Develop into subject matter expert for budgeting and planning system and support business in reporting and analysis requirements.
Drive analysis for business case evaluations.
Perform other ad hoc business analysis and modeling as needed.
EXPERIENCE, QUALIFICATIONS & SKILLS
Required Experience, Qualifications, and Skills
A minimum of three (3) years of financial analysis experience, preferably in $500M+ software business (preferably including Software-as-a-Service and transactional revenue models)
Bachelor's degree with a major in Accounting or Finance
Must have demonstrated the highest levels of mastery of Microsoft Excel
Knowledge of accounting, reporting, forecasting/business intelligence systems
Intermediate database skills, as well as familiarity with other Microsoft Office products and corporate ERP systems
Ability to perform effectively in a fast-paced, demanding environment
Unquestioned professional integrity
Preferred Experience, Qualifications, and Skills
Typically requires a University Degree or equivalent experience and minimum 5 years of prior relevant experience.
Strong business understanding and judgment, across multiple lines of business / functional areas more likely a business background than technology background
Identifies problems, develops and evaluates options, and implements solutions
Applies management science, statistics, and computer technology to solve problems
Understands organizational strengths and corporate vision and identifies points within programs or projects to drive integration between the two
Manages competing demands and adapts to frequent change, delays, and unexpected results.
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
- 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.