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Principal Finance Business Partner
AvidXchange, Inc.Principal Finance Business Partner responsible for shaping AvidXchange's financial strategy and executive partnerships. Leading financial modeling, analysis, and corporate performance management.
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Serve as a trusted finance advisor to senior executives, influencing strategic decisions and long-term business planning
- Provide independent financial perspective on key initiatives, investments, and enterprise priorities
- Partner with executive leadership to shape AvidXchange’s long-range financial strategy and performance targets
- Lead development and evolution of the company’s integrated long-range financial model and enterprise forecasting frameworks
- Build and maintain complex driver-based financial models that support strategic planning, investment decisions, and capital allocation
- Evaluate strategic initiatives through scenario analysis, pro-forma modeling, and financial impact assessments
- Lead corporate financial performance analysis and KPI monitoring across the organization
- Provide forward-looking insights on business performance, risks, and opportunities
- Translate financial data into executive-level insights that guide operational and strategic decisions
- Develop and deliver executive and board-ready financial reporting and presentations
- Communicate complex financial concepts clearly to senior leaders and non-financial stakeholders
- Help shape the company’s financial narrative for leadership discussions and strategic reviews
- Provide leadership in the annual planning and budgeting process, ensuring alignment with enterprise strategy
- Evaluate internal business drivers and external macroeconomic factors impacting financial performance
- Drive continuous improvement in financial planning processes, reporting automation, and data quality
- Influence cross-functional leaders through data-driven insights and financial expertise
- Act as a thought partner on strategic initiatives including new products, investments, partnerships, and operational changes
- Champion best practices in financial planning, modeling, and decision support across the FP&A function
Requirements
What you’ll need- 15+ years of experience in FP&A, investment banking, private equity, corporate development, or strategic finance
- Proven experience partnering directly with senior executive leaders on strategic financial decisions
- Deep expertise in building integrated financial models and enterprise forecasting frameworks
- Strong understanding of financial drivers within high-growth, technology, or fintech environments
- Exceptional ability to synthesize complex financial analysis into clear insights for executive and board audiences
- Proven ability to influence decision-making at senior leadership levels
- Strong strategic mindset with the ability to connect financial insights to operational and market dynamics
- Advanced experience with financial planning and analytics platforms such as Adaptive Insights, Anaplan, Workday, NetSuite, Power BI, and SQL
- Ability to operate independently, prioritize competing initiatives, and drive outcomes across cross-functional teams
- Demonstrated ability to lead through influence without direct authority
Benefits
Comp & perks- 18 days PTO*
- 11 Holidays (8 company recognized & 3 floating holidays)
- 16 hours per year of paid Volunteer Time Off (VTO)
- Competitive Healthcare
- 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
- Tuition Reimbursement up to the federal maximum of $5,250***
- Hybrid Workplace Flexibility
- Free parking
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingenterprise forecastingscenario analysispro-forma modelingfinancial impact assessmentsKPI monitoringfinancial reportingbudgetingdata analysisfinancial planning
Soft Skills
influencingcommunicationstrategic thinkingleadershipsynthesis of complex informationindependenceprioritizationcross-functional collaborationdecision-makingthought partnership