Director of Financial Planning & Analysis Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: The Director of Financial Planning & Analysis position at AvidXchange in Charlotte, North Carolina involves overseeing financial planning processes, leading a high-performing team, and guiding financial planning systems strategy. The role requires 10+ years of experience in FP&A, financial modeling skills, and effective communication abilities. AvidXchange offerspetitive benefits and a supportive work environment.
Job Description
Director of Financial Planning & Analysis
Charlotte, North Carolina, United States
Director, FP&A
AvidXchange Financial Planning & Analysis team is seeking an FP&A leader who will oversee a high-performing team responsible for leading financial planning processes for revenue, including monthly close and forecasting, annual budgeting, management and Board reporting. This individual will also play a crucial role in guiding our financial planning systems strategy, roadmap and execution. This role will report directly to the VP, FP&A, collaborating across the entire business. What you’ll do
Establish and enhance best-in-class forecasting and reporting processes. Drive monthly and quarterly financial processes, including analysis of budget vs. actual close results, forecast updates, standard financial and operational reporting, production of exec presentations and Earnings prep
Understand and highlight key performance indicators and drivers of change within the financial results and present results to the senior management team to inform strategic decision making. Develop a thorough understanding of business and key metrics in order to synthesize trends andmunicate risks & opportunities that influence business oues
Be a thought leader and partner cross-functionally to drive strategic initiatives while scaling thepany
Develop analytical and reporting tools to seamlessly track and measure financial results and key operational metrics
Partner with key stakeholders and business leaders across theanization to provide strategic financial insights and rmendations
Lead and mentor FP&A team by providing financial leadership and analytical support
Maintain and improve predictability of financial results through enhancements of internal processes and partnership across theanization
Implement improvements & automation to streamline current processes. Proactively identify areas of opportunity and drive execution What we’re looking for
10+ years of work experience in FP&A, Investor Relations, investment banking, consulting, or private equity
Extensive financial modeling experience
FinTech experience a plus
Excellentmunication skills; ability to distillplex analyses into structured outputs and present to all levels of management
Effective project management skills; highlyanized, independent, and self-motivated
Ability to think creatively and critically, and thrive in a dynamic and often ambiguous work environment
Strong analytical skills including data/trend analysis, with proven ability to summarizeplex data into key takeaways
Experience working with financial systems (Adaptive experience a plus)
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrates intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
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 technologypany, but if you ask anyone who works , 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 w 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 apany 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 solveplex 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 techpany 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,petitive benefits and equity options. At AvidXchange, we are building more than a techpany – we are building an experience. We remainmitted to a culture w 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’vee to the right place.
AvidXers enjoy: 18 days PTO
- 11 Holidays (8pany 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
401k Match up to 4%
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 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 ismitted 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.