Principal Finance Business Partner

Role Overview

• 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

• 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

Tech Stack

• SQL

Benefits

• 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