We are seeking a highly skilled and experienced Senior Financial Analyst (Data and Systems) to join our dynamic Revenue FP&A team. The ideal candidate will have a strong background in financial planning and analysis, data analysis, data visualization, and machine learning. This role will be responsible for managing and analyzing large datasets related to customer transactions and behavior to drive accurate revenue forecasts, developing and maintaining dashboards and reports in Power BI, and driving continuous improvement and automation of forecasting models and processes. As part of the Revenue FP&A team, you will play a crucial role in enhancing our revenue forecasting capabilities and providing actionable insights to drive strategic decision-making.
What You'll Do:
- Manage and analyze large datasets related to customer transactions and behavior.
- Identify trends and anomalies in transaction data to improve forecasting accuracy.
- Develop and maintain dashboards and reports in Power BI to provide actionable insights.
- Support the implementation of predictive, machine-driven modeling for transaction volume and revenue forecasting.
- Collaborate with business partners to understand key drivers of volume and revenue performance and provide recommendations for improvement.
- Support month-end and year-end close processes, ensuring accuracy and completeness of financial data.
- Participate in regular team meetings to share insights, discuss challenges, and ensure alignment across all revenue streams.
- Stay up-to-date with industry trends and best practices in data analysis and financial forecasting.
What We're Looking For:
- Strong data analysis skills, including SQL and large-scale data processing techniques.
- Strong financial planning and forecasting skills, with the ability to interpret complex financial data and provide actionable insights.
- Expertise in Power BI and other data visualization tools.
- Excellent communication and presentation skills, with the ability to effectively convey financial information to non-financial stakeholders.
- Proficiency in financial modeling and forecasting techniques.
- Advanced knowledge of Microsoft Excel and financial planning software (e.g., Adaptive Insights, Anaplan).
- Knowledge of machine learning, predictive modeling and statistical analysis is a plus.
- Strong attention to detail and ability to work under tight deadlines.
- Proven ability to collaborate effectively with cross-functional teams and build strong working relationships.
- Ability to work independently and as part of a team in a fast-paced environment.
- Detail-oriented with a focus on accuracy and quality.
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 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
**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.
Top Skills
AvidXchange Charlotte, North Carolina, USA Office
1210 AvidXChange Lane, Charlotte, NC, United States, 28206
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