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Vice President of Financial Planning & Analysis

avidxchangeinc · Charlotte, North Carolina, United States · Charlotte, North Carolina, United States
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<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Job Overview</strong></span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>What You’ll Do</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Lead the company’s budgeting, forecasting, and long-range planning processes to support business goals.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Prepare and present timely, decision-ready financial materials, forecasts, and performance narratives for the Executive Team and Board of Directors.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Lead financial modeling and business case analysis to support growth initiatives, operational improvements, and capital allocation decisions.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Collaborate with FP&A teams and business leaders to communicate financial trends, forecast performance, and recommend course corrections.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Partner with executive leaders to improve financial performance through revenue growth, profitability improvements, capital planning, and operational efficiency.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Lead the FP&A team through AI transformation, creating efficiency on the team while enhancing business insights.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Modernize FP&A processes, data infrastructure, planning tools, and business intelligence capabilities to improve accuracy, speed, scalability, and self-service insights.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Drive forecasting accuracy, data quality, and operational excellence across FP&A through clear standards, repeatable processes, and continuous improvement.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Lead, coach, and develop the FP&A organization, building a culture of accountability, business partnership, critical thinking, and high-quality execution.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Help AvidXchange prepare for and help lead through future sale of the business</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>What We’re Looking For</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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. </span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Demonstrated experience leading enterprise budgeting, forecasting, long-range planning, executive reporting, and financial performance management.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong financial modeling skills, including experience building integrated three-statement models.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Experience in a private equity-backed company preferred. Experience in technology, SaaS, payments, or fintech is a plus.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Proven ability to serve

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