Senior Capacity Planning Analyst

AvidXchange, Inc.; Charlotte (NC); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Hybrid Workplace Flexibility

Onsite Health Clinic

401(k) Match

Parental Leave

Tuition Reimbursement

Volunteer Time Off

Life Insurance

Long-Term Disability

Employee Assistance Program (EAP)

Job summary

AvidXchange in Charlotte, NC is seeking a Senior Process Capacity Planning Analyst to partner with Finance, Data Analytics, HR and Operations. You will develop mature capacity and business planning models, provide actionable insights, and guide resource decisions across multiple lines of business in a remote-friendly setup.

The role emphasizes building capacity models, defining KPIs, improving forecasting methods, and supporting critical executive decisions.

Qualifications

• Bachelor’s degree in a related field.
• 5+ years of experience in capacity planning, including transactional and call center environments.
• Strong project management and analytical skills.
• Ability to use sound business judgment to drive optimal outcomes.
• Experience designing and managing cross-functional processes to align execution with strategic planning.
• Ability to define, monitor, and analyze metrics to track program success and proactively identify issues.
• Advanced proficiency in Microsoft Excel; moderate proficiency in SQL.
• Highly experienced in identifying drivers of process capacity across multiple business functions.
• Advanced critical thinking and problem-solving skills.
• Six Sigma or Lean certification (Yellow or Green Belt) preferred.

Responsibilities

• Develop and maintain comprehensive business scenario models to support cost reduction, efficiency, quality, and revenue objectives.
• Identify opportunities and create business plans to achieve financial, customer, and risk goals.
• Build and maintain capacity models, partnering with Operations, HR, and Finance leadership to guide critical business decisions.
• Contribute to monthly operating reviews for senior leadership to ensure awareness of capacity and performance across Indexing, Intake, and Utility Operations.
• Serve as a primary partner with Operations Leaders to define KPIs and metrics for key business functions.
• Continuously improve forecasting methodologies in collaboration with Operations and Finance teams.
• Establish subject matter expertise in processes and data flows related to AvidInvoice, Strongroom, and AvidUtility products.
• Conduct ad-hoc root cause analyses to resolve operating incidents as needed.
• Collaborate with Workforce Management to enhance resource planning accuracy and alignment to operational plans.
• Maintain operating rhythms and reporting, ensuring stakeholders are informed on planning accuracy and opportunities.
• Extract, validate, and analyze data from source systems to support models, forecasts, and decision-making.

Skills

Capacity planning

Project management

Analytical skills

Business judgment

Cross-functional processes

Metrics analysis

Critical thinking

Education

Bachelor’s degree

Tools

Microsoft Excel

SQL

Job description

Charlotte, North Carolina, United States; Virtual

Overview

We’re seeking a strategic and analytical Senior Process Capacity Planning Analyst to partner with Financial Planning & Analysis, Data Analytics, Workforce Management, HR, and Operations Leaders. In this role, you will develop mature capacity and business planning models, provide actionable insights, and help ensure optimal resource levels across multiple lines of business. You will work collaboratively in a multi-disciplinary Center of Excellence and support critical operational and strategic decision-making.

What You’ll Do

Develop and maintain comprehensive business scenario models to support cost reduction, efficiency, quality, and revenue objectives.

Identify opportunities and create business plans to achieve financial, customer, and risk goals.

Build and maintain capacity models, partnering with Operations, HR, and Finance leadership to guide critical business decisions.

Contribute to monthly operating reviews for senior leadership to ensure awareness of capacity and performance across Indexing, Intake, and Utility Operations.

Serve as a primary partner with Operations Leaders to define KPIs and metrics for key business functions.

Continuously improve forecasting methodologies in collaboration with Operations and Finance teams.

Establish subject matter expertise in processes and data flows related to AvidInvoice, Strongroom, and AvidUtility products.

Conduct ad-hoc root cause analyses to resolve operating incidents as needed.

Collaborate with Workforce Management to enhance resource planning accuracy and alignment to operational plans.

Maintain operating rhythms and reporting, ensuring stakeholders are informed on planning accuracy and opportunities.

Extract, validate, and analyze data from source systems to support models, forecasts, and decision-making.

What We’re Looking For

Bachelor’s degree in a related field.

5+ years of experience in capacity planning, including transactional and call center environments.

Strong project management and analytical skills.

Ability to use sound business judgment to drive optimal outcomes.

Experience designing and managing cross-functional processes to align execution with strategic planning.

Ability to define, monitor, and analyze metrics to track program success and proactively identify issues.

Advanced proficiency in Microsoft Excel; moderate proficiency in SQL.

Highly experienced in identifying drivers of process capacity across multiple business functions.

Advanced critical thinking and problem-solving skills.

Six Sigma or Lean certification (Yellow or Green Belt) preferred.

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 technology company, but if you ask anyone who works here, they’ll tell you our people are at the core of who we are. At AvidXchange,mindset is everything. We are Connected as People, Growth Minded, and Customer Obsessed. Thesethree mindsets represent our culture – who weare, who we’ve always been, and they guide usto improve every day.Since our founding in 2000 in Charlotte, NC, we’ve created a company of over 1,300 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 meansyou arenot afraid of taking risks,winning bigorfacing the unknown.
• Someone who understands that business ispeople centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
• Focused onmaking a difference for our customers. AvidXchange exists to help solve complex 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 growing tech company 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, and competitive benefits. At AvidXchange, we are building more than a tech company – we are building an experience. We remain committed to a culture where 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’ve come to the right place.

• 18 days PTO*
• 11 Holidays (8companyrecognized & 3floatingholidays)
• 16 hours per year ofpaid Volunteer Time Off (VTO)
• High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage
• 100% AvidXchange paid Life Insurance
• 100% AvidXchange paid Long-Term Disability
• 100% AvidXchange paid Short-Term Disability
• Employee Assistance Program (EAP) - Providescounseling 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**
• Eldercare Leave: 8 weeks at 100% pay to care for a qualifying family member***
• Discounts on Pet, Home, and Auto insurance
• Onsite gym fitness center, yoga studio, and basketball court
• Gym reimbursements for remote teammates up to $28/month
• 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

AvidXchange is an equal opportunity employer. AvidXchange is committed 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.