Job Overview:
Join AvidXchange as a Finance Business Partner II supporting our SaaS Technology organization. In this high-impact role, you will serve as a strategic advisor to senior technology and product leaders, driving financial performance, operational efficiency, and long-term value creation across our SaaS portfolio. You will lead financial planning, analysis, and decision support for our technology investments, product profitability, and platform innovation initiatives.
This role is ideal for a seasoned finance professional with strong analytical capabilities, deep experience in technology cost modeling, and a passion for partnering with cross-functional teams to drive strategic outcomes.
What You'll Do:
- Strategic Partnership: Act as the primary finance liaison to senior technology and product leaders, providing insights and guidance on investment decisions, resource allocation, and ROI.
- Forecasting & Planning: Lead annual budgeting and rolling forecast processes for the SaaS technology organization, ensuring alignment with corporate strategy and growth objectives.
- R&D Investment Management: Monitor and manage R&D spend across technology initiatives, evaluating cost efficiency and return on investment. Apply ROI methodologies such as:
- Payback Period Analysis
- Net Present Value (NPV)
- Internal Rate of Return (IRR)
- Return on Invested Capital (ROIC)
- Technology Cost of Ownership vs. Value Delivered
- Investment Analysis: Evaluate business cases for new product development, platform enhancements, and strategic technology initiatives.
- Data-Driven Insights: Translate operational and product data into actionable financial insights using tools like Tableau, Power BI, and SQL.
- Corporate Modeling: Contribute to the evolution of AvidXchange’s long-range planning model, integrating SaaS metrics, technology investment scenarios, and Total Cost of Ownership frameworks.
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 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
- 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 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
What We Do
AvidXchange is the accounts payable automation industry leader for mid-market businesses serving more than 5,550 customers & 400,000 suppliers nationwide.
