Job Overview:

Join Avid Xchange as a Sr. Finance Analyst where your expertise in credit financing, and 3-statement financial modeling will be the cornerstone of strategic decision-making. In this capacity, you’ll collaborate directly with cross-functional teams to build and refine comprehensive financial models that integrate income statement, balance sheet, and cash flow forecasts for Avid Xchange’s credit products. Your insights will empower operational leaders and executive decision-makers to optimize supplier credit financing and product strategies; structure pricing; and manage operational expenses. By transforming complex data into clear, actionable financial narratives, you’ll drive process improvements and support long-term strategic growth. This is your opportunity to shape both the future of credit financing and product at Avid Xchange and the robustness of its financial framework through rigorous 3-statement modeling.

What you'll do:

• Build and manage driver-based financial models driving key product profitability metrics

• Support budgeting and annual planning cycles, ensuring alignment with strategic goals

• Lead monthly financial reviews and monitor performance analytics for Operational Teams

• Create executive profitability reporting, including presentations and data storytelling

• Integrate key performance indicators into our financial systems to support driver-based modeling across the FP&A across the organization.

• Develop / manage financial models related to Credit Products for Avid Xchange

What we're looking for:

• Experience: Minimum 3-5 years in FP&A, Banking / SaaS / Lending or Credit experience

• Modeling Expertise: Proven track record building complete P&L and 3-statement models

• Communication: Strong ability to synthesize and present complex financial insights to all levels, including executives

• Technology Proficiency: Hands-on experience with tools such as Adaptive Insights (preferred), Anaplan, Workday, Tableau, Power BI, and SQL

• Business Acumen: Strategic thinker with deep understanding of financial drivers and planning best practices

• Personality Traits: Intellectually curious, detail-oriented, results-driven, and comfortable delivering under pressure

About Avid Xchange:

Avid Xchange 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. At Avid Xchange, 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 1,500 teammates working across the U.S., or remotely. Avid Xchange 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 Avid Xchange 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. Avid Xchange exists to help solve complex problems for our customers so we can all realize our potential.

What you’ll get:

Avid Xchange teammates (we call them Avid Xers) get the perks and prestige of a growing tech company paired with the flexibility of a founder-led startup. We help our Avid Xers develop as professionals and as human beings, providing work/life balance, development programs, and competitive benefits. At Avid Xchange, 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.

Avid Xers 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% Avid Xchange paid Dental Base Plan 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) - 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: 100% match on the first 3% of your salary, plus 50% match on the next 2%

• Parental Leave: 8 weeks 100% paid by Avid Xchange

• Discounts on Pet, Home, and Auto insurance

• Wee Care 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:

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. 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.