Senior Financial Analyst

Charlotte, North Carolina, United States

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 Rev Ops to translate customer behavior and buyer-side monetization levers into accurate models and clear narratives for the business.

• 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 Office Connect/Power BI) to improve accuracy, speed, and self‑service.
• Continuously improve processes: standardize inputs, automate data flows, and tighten handoffs with Accounting and Rev Ops to shorten close‑to‑forecast cycles.

• 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.

Avid Xchange is a leading provider of accounts payable (AP) automation software and payment solutions for middle-market businesses and their suppliers. 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. We are Connected as People, Growth Minded, and Customer Obsessed. Since our founding in 2000 in Charlotte, NC, we’ve grown to over 1,600 teammates across the U.S., including remote work.

Avid Xchange is proud to be Certified as a Great Place to Work.

• A go‑getter with an entrepreneurial mindset who is comfortable taking risks and navigating the unknown.
• Someone who understands that business is people centric and who builds mutually beneficial working relationships.
• Focused on making a difference for our customers and solving complex problems so everyone can realize their potential.

Avid Xchange teammates (we call them Avid Xers) get the perks and prestige of a publicly traded tech company paired with the flexibility of a founder‑led startup. We help our teammates develop as professionals and as people, offering work/life balance, development programs, competitive benefits and equity options. If you want to help us grow while realizing your potential and creating lasting impact, you’ve come to the right place.

• 18 days PTO
• 11 Holidays (8 company‑recognized & 3 floating holidays)
• 16 hours per year of paid Volunteer Time Off (VTO)
• High Deductible Health Plan Option with $0 monthly premium for teammate‑only coverage
• 100% Avid Xchange paid Life Insurance
• 100% Avid Xchange paid Long-Term Disability
• 100% Avid Xchange paid Short-Term Disability
• Employee Assistance Program (EAP) with counseling, legal and financial consultations
• Onsite Health Clinic with Atrium Health for teammates and dependents
• 401(k) Match: 100% match on the first 3% of salary, plus 50% on the next 2%
• Parental Leave: 8 weeks 100% paid by Avid Xchange
• Discounts on Pet, Home, and Auto insurance
• Bright Dime Financial Wellness Tool for teammates
• Perks at Work: free discount program for various savings
• Onsite gym, yoga studio, and basketball court
• Tuition Reimbursement up to the federal maximum
• Hybrid Workplace Flexibility
• Free parking

Avid Xchange is an equal opportunity employer. Avid Xchange is committed to equal employment opportunity in accordance with applicable federal, state, and local laws. Avid Xchange will not discriminate against applicants for employment on any legally recognized basis.