Vice President of Financial Planning & Analysis
- Compensation
- Not disclosed
- Location
- Charlotte, North Carolina, United States
- Work setup
- Not specified
- Seniority
- C level
- Employment
- Full time
- Experience
- 12+ years
- Category
- Not specified
- Posted
Skills
Must have
- 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, i
- 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.
- 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.
Full description
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.