Job Overview:

Join Avid Xchange as a Finance Business Partner II supporting our Operations organization. In this role, you will partner closely with senior operations leaders to drive financial discipline, operational efficiency, and scalable growth across core business functions. You will provide insight into cost drivers, capacity planning, productivity, and margin performance—helping operations teams make informed, data-driven decisions.

This role is ideal for a finance professional who thrives in execution-heavy environments, understands how financial outcomes are driven by operational inputs, and enjoys translating complex data into clear guidance that improves performance at scale.

What You'll Do:

Operations Partnership & Decision Support: Serve as the primary finance partner to senior operations leaders, advising on staffing models, capacity planning, productivity, and cost optimization. Support decisions related to scaling teams, balancing service levels, and improving unit economics.

Planning, Forecasting & Capacity Modeling: Own the annual budget and rolling forecast processes for the Operations organization, incorporating headcount, workload, productivity assumptions, and efficiency initiatives to ensure plans are both financially sound and operationally executable.

Operational Investment & ROI Analysis: Evaluate investments tied to operational improvements, automation, tooling, and process changes. Apply ROI methodologies such as:

Payback Period Analysis:

Net Present Value (NPV)

Internal Rate of Return (IRR)

Return on Invested Capital (ROIC)

Cost of Ownership vs.

Operational Value Delivered:

Cost Structure & Efficiency Management: Analyze cost drivers across operations, identifying opportunities to improve margins, reduce friction, and increase throughput without sacrificing service quality.

Performance Insights & Reporting: Translate operational KPIs—such as volume, cycle time, utilization, and productivity—into actionable financial insights using Tableau, Power BI, and SQL. Deliver clear narratives that connect operational performance to financial outcomes.

Corporate & Long-Range Modeling: Support the evolution of Avid Xchange’s long-range planning model by integrating operational metrics, scaling assumptions, and cost frameworks that reflect how the business grows and operates over time.

What We're Looking For:

**Experience:**7+ years in FP&A or Finance Business Partnering, with a strong background in technology or payments industries.

Allocations Modeling: Experience with allocations modeling tied to SEC reporting categories and Technology Cost of Ownership frameworks.

Analytical Skills: Advanced financial modeling skills with experience building full P&Ls and scenario analyses.

Communication: Exceptional ability to synthesize complex financial data and present insights to senior executives and cross-functional stakeholders.

Tools & Systems: Proficiency in Adaptive Insights (preferred), Anaplan, Workday, Tableau, Power BI, and SQL.

Leadership: Proven ability to influence decision-making and drive strategic initiatives in a fast-paced, high-growth environment.

Mindset: Strategic thinker, intellectually curious, detail-oriented, and results-driven.

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.