Senior Financial Analyst

About the role

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.

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.

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.
• 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
• 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:
• 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
• 401(k) Match

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