Vice President of Financial Planning & Analysis
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What you'll do
- Lead the company’s budgeting, forecasting, and long-range planning processes to support business goals.
- Prepare and present timely, decision-ready financial materials, forecasts, and performance narratives for the Executive Team and Board of Directors.
- Lead financial modeling and business case analysis to support growth initiatives, operational improvements, and capital allocation decisions.
- Collaborate with FP&A teams and business leaders to communicate financial trends, forecast performance, and recommend course corrections.
- Partner with executive leaders to improve financial performance through revenue growth, profitability improvements, capital planning, and operational efficiency.
- Lead the FP&A team through AI transformation, creating efficiency on the team while enhancing business insights.
- Modernize FP&A processes, data infrastructure, planning tools, and business intelligence capabilities to improve accuracy, speed, scalability, and self-service insights.
- Drive forecasting accuracy, data quality, and operational excellence across FP&A through clear standards, repeatable processes, and continuous improvement.
- Lead, coach, and develop the FP&A organization, building a culture of accountability, business partnership, critical thinking, and high-quality execution.
- Help AvidXchange prepare for and help lead through future sale of the business
What they're looking for
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required
- Typically requires 12+ years of progressive experience in FP&A, strategic finance, investment banking, private equity, corporate development, or a related field.
- Demonstrated experience leading enterprise budgeting, forecasting, long-range planning, executive reporting, and financial performance management.
- Strong financial modeling skills, including experience building integrated three-statement models.
- Proven ability to serve as a strategic finance partner to executive and cross-functional leaders, connecting operational decisions to financial outcomes.
- Advanced financial modeling skills.
- Exceptional organizational judgment and ability to balance recurring planning cadences with multiple high-priority and ad hoc analyses under tight deadlines.
- Exceptional executive presence and written, verbal, and presentation skills, including experience communicating financial forecasts and recommendations to senior executives and Boards.
- Proven ability to influence decisions, challenge assumptions constructively, and build alignment across all organizational levels.
- High professional integrity, intellectual curiosity, attention to detail, and effectiveness in a fast-paced, dynamic environment.
- Demonstrated success leading and developing high-performing FP&A teams that deliver accurate, timely, and decision-ready financial insights.
Nice to have
- MBA or advanced degree preferred.
- Experience in a private equity-backed company preferred.
- Experience in technology, SaaS, payments, or fintech is a plus.
- Experience with planning, ERP, and business intelligence tools is preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Job Overview
The Vice President of FP&A will play a critical role in shaping the financial strategy and decision-making at AvidXchange. This position leads financial planning, analysis, and reporting while partnering closely with senior leadership. The VP of FP&A connects operational and strategic initiatives to the financial forecast, supports business decision-making through actionable insights, and ensures alignment across functional areas. Leading a high-performing FP&A team, this role combines strategic vision with hands-on execution to drive company growth and enhance organizational performance.
What You’ll Do
- Lead the company’s budgeting, forecasting, and long-range planning processes to support business goals.
- Prepare and present timely, decision-ready financial materials, forecasts, and performance narratives for the Executive Team and Board of Directors.
- Lead financial modeling and business case analysis to support growth initiatives, operational improvements, and capital allocation decisions.
- Collaborate with FP&A teams and business leaders to communicate financial trends, forecast performance, and recommend course corrections.
- Partner with executive leaders to improve financial performance through revenue growth, profitability improvements, capital planning, and operational efficiency.
- Lead the FP&A team through AI transformation, creating efficiency on the team while enhancing business insights.
- Modernize FP&A processes, data infrastructure, planning tools, and business intelligence capabilities to improve accuracy, speed, scalability, and self-service insights.
- Drive forecasting accuracy, data quality, and operational excellence across FP&A through clear standards, repeatable processes, and continuous improvement.
- Lead, coach, and develop the FP&A organization, building a culture of accountability, business partnership, critical thinking, and high-quality execution.
- Help AvidXchange prepare for and help lead through future sale of the business
What We’re Looking For
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or advanced degree preferred. Typically requires 12+ years of progressive experience in FP&A, strategic finance, investment banking, private equity, corporate development, or a related field.
- Demonstrated experience leading enterprise budgeting, forecasting, long-range planning, executive reporting, and financial performance management.
- Strong financial modeling skills, including experience building integrated three-statement models.
- Experience in a private equity-backed company preferred. Experience in technology, SaaS, payments, or fintech is a plus.
- Proven ability to serve as a strategic finance partner to executive and cross-functional leaders, connecting operational decisions to financial outcomes.
- Advanced financial modeling skills. Experience with planning, ERP, and business intelligence tools is preferred.
- Exceptional organizational judgment and ability to balance recurring planning cadences with multiple high-priority and ad hoc analyses under tight deadlines.
- Exceptional executive presence and written, verbal, and presentation skills, including experience communicating financial forecasts and recommendations to senior executives and Boards.
- Proven ability to influence decisions, challenge assumptions constructively, and build alignment across all organizational levels.
- High professional integrity, intellectual curiosity, attention to detail, and effectiveness in a fast-paced, dynamic environment.
- Demonstrated success leading and developing high-performing FP&A teams that deliver accurate, timely, and decision-ready financial insights.
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. 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 1,500 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 growing 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, and competitive benefits. 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
- 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.
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