hero

The Storyboard

Welcome to the Storyboard, a place to explore career adventures at start-ups and companies founded by Claremont alumni and the Claremont community. Choose your next adventure at a company where you’ll have an edge from day one, and leverage our Claremont network to build your career.

Also, make sure to check out our newsletter, StoryHouse Review, to find out more about these companies in the Claremont ecosystem.

Lead Financial Insights Analyst

Avalara

Avalara

Accounting & Finance, IT
United States
USD 126k-244k / year
Posted on Dec 18, 2025

Job Description

What You'll Do

As our Lead Financial Insights Analyst, you will be an individual-contributor within Avalara's Global Analytics and Insights organization. You will play a critical part in advancing Avalara's financial transformation efforts by generating high-quality insights, building analytical frameworks, and ensuring more data-driven strategic and operational decisions. You will illuminate the financial impact of business activities, uncover value-creation opportunities, and guide the evolution of forecasting, reporting, and performance measurement practices. You will partner with Finance, FP&A, Accounting, and department leaders to shape how Avalara understands revenue, margin, profitability, and financial drivers across the enterprise. You will report to the Senior Director, Value Creation Insights. This is a remote position in the United States.

#LI-Remote


What Your Responsibilities Will Be

  • Develop transparent financial models that support forecasting, strategic planning, and financial transformation programs.

  • Analyze performance and identify the costs of operational and strategic decisions.

  • Conduct scenario analysis, sensitivity modeling, and risk assessment to support better decision-making.

  • Partner with leaders including General Managers (GM's), Accounting, Financial Planning and Analysis, Sales, Marketing, Product, and Operations to assess costs of business strategies.

  • Produce clear, data-backed insights that inform investment decisions, resource allocation, and cost optimization.

  • Support strategic planning plans by developing financial analyses that clarify tradeoffs and highlight value-creation levers.

  • Develop standardized dashboards, and KPI frameworks that improve financial and operational performance visibility.

  • Deliver recurring performance reviews and variance analyses, highlighting the drivers of performance and possible effects for future periods


What You'll Need to be Successful

  • 6+ years experience in financial analysis, FP&A, business insights, strategic finance, or a similar analytical role (or 4–6+ years with a Master's).

  • Expertise in financial modeling, forecasting, and performance measurement.

  • Proficiency with BI and analytical tools such as Power BI, Tableau, or similar platforms.

  • You have advanced SQL experience with financial data modeling, validation, and transformation.

  • You have experience connecting analytical work to operational and financial outcomes.

  • Experience in a SaaS, B2B, or technology.

  • You have familiarity with revenue forecasting, cost modeling, unit economics, and financial business cases.

  • You have experience working with DBT.

Pay Range Details


The base pay range(s) below are provided in compliance with state specific laws. Pay ranges may be
different in other locations.


Colorado $126,000-$201,600 (annually)
Washington $139,200-$222,800 (annually)
California $139,200-$244,000(annually)
NYC $152,600-$244,000 (annually)


The pay range above is the general base pay range for a successful candidate in the state listed. The
successful candidate’s actual salary/wage may be based on various factors, such as geographic
location, candidate experience and qualifications, as well as market and business considerations.
This role is eligible for an annual bonus based on individual and company performance, depending on
the terms of the applicable plan and the employee’s role.


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.