About the Role
The Senior Manager of Financial Insights is a role within Avalara's Global Analytics and Insights organization. You will deliver accurate, data-driven financial insights that inform strategic decision-making across the company. Partnering with the CFO, Finance, and department leaders, you will analyze our performance, model financial impacts, and develop defensible forecasts that guide operational and investment decisions.
You will serve as the organization's financial insights expert — connecting business drivers to financial outcomes, interpreting the implications of strategic choices, and enabling a deeper understanding of how decisions translate to revenue, margin, and profitability. You will report directly to the Sr Director of Value Creation Insights.
(#LI-Remote)
What Your Responsibilities Will Be
Responsibilities
Financial Analysis & Forecasting
- Manage accurate, transparent financial models and forecasts that inform short- and long-term business planning.
- Evaluate the financial impact of strategic and operational decisions, providing applicable insights to the CFO and business leaders.
- Conduct scenario analysis and sensitivity modeling to assess potential risks and outcomes.
- Translate projects into costs and track results against projections.
- Be a trusted advisor for financial performance management and forecasting processes.
Strategic Decision Support
- Partner with leaders including General Managers (GM's), Accounting, Financial Planning and Analysis, Sales, Marketing, Product, and Operations to assess costs of business strategies.
- Deliver clear, data-backed recommendations that align with Avalara's growth and profitability goals.
- Support strategic planning, investment evaluations, and cost optimization plans with detailed financial insights.
- Communicate complex financial concepts and trends in a clear, narrative-driven format tailored for executive audiences.
Performance Measurement and Reporting
- Maintain standard reporting and KPI frameworks to measure important financial and operational performance metrics.
- Provide regular performance updates and variance analyses to senior leadership with proposed actions to mitigate risk moving forward.
- Improve financial data accuracy, reporting processes, and business intelligence assets.
- Create scalable reporting mechanisms that improve transparency and reduce dependency on ad hoc analyses.
Operational Partnership & Enablement
- Collaborate with business and finance partners to define financial success metrics and performance drivers.
- Identify trends and opportunities to improve forecasting accuracy and business efficiency.
- Ensure data integrity across systems, leading structured validation and transformation projects.
- Mentor analysts and peers on financial modeling, data interpretation, and insight generation best practices.
What You'll Need to be Successful
What You Need to Succeed
- 8+ years of experience in financial planning and analysis, business insights, or strategic finance roles (or 5+ years with a Master's).
- Demonstrated expertise in financial modeling, forecasting, and performance measurement.
- Proficiency with BI and analytical tools such as Power BI, Tableau, or similar platforms.
- Advanced SQL skills with experience in financial data modeling and validation.
- Connect analytics to operational and strategic outcomes.
- Experience improving financial visibility and ensuring data-driven decision-making.
- Experience in a SaaS, B2B, or technology-driven organization.
- Prior exposure to working with or supporting a CFO or Finance leadership team.
- Familiarity with revenue forecasting, cost modeling, and business case development.
- Experience leading or partnering with FP&A or strategic finance teams.
Avalara is an AI-first Company
AI is embedded in our workflows, decision-making, and products. Success here requires embracing AI as an essential capability.
You’ll bring experience using AI and AI-related technologies, ready to thrive here.
You’ll apply AI every day to business challenges - improving efficiency, contributing solutions, and driving results for your team, our company, and our customers.
You’ll grow with AI by staying curious about new trends and best practices, and by sharing what you learn so others can benefit too.
How We'll Take Care of You
Total Rewards
In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses.
Health & Wellness
Benefits vary by location but generally include private medical, life, and disability insurance.
Inclusive culture and diversity
Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship.
What You Need To Know About Avalara
We’re defining the relationship between tax and tech.
We’ve already built an industry-leading cloud compliance platform, processing over 54 billion customer API calls and over 6.6 million tax returns a year. Our growth is real - we're a billion dollar business - and we’re not slowing down until we’ve achieved our mission - to be part of every transaction in the world.
We’re bright, innovative, and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. We’ve been different from day one. Join us, and your career will be too.
We’re An Equal Opportunity Employer
Supporting diversity and inclusion is a cornerstone of our company — we don’t want people to fit into our culture, but to enrich it. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. If you require any reasonable adjustments during the recruitment process, please let us know.