Avalara · 15 hours ago
Senior Manager, Financial Insights
United States
Full-time
Remote
Senior Level, Lead/Staff
$136K/yr - $225K/yr
8+ years expAvalara is an AI-first company that specializes in tax compliance technology. The Senior Manager of Financial Insights will deliver data-driven financial insights to inform strategic decision-making, partnering with various departments to analyze performance and develop forecasts.
Artificial Intelligence (AI)ComplianceFinancial ServicesSoftwareTax Preparation
Responsibilities
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
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
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
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
Qualification
Required
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
Preferred
Experience using AI and AI-related technologies
Benefits
Paid time off
Paid parental leave
Private medical, life, and disability insurance
Company
Avalara
Avalara is a cloud-based platform that provides tax compliance software and automated solutions.
5001-10000 employees
H1B Sponsorship
Avalara has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (34)
2023 (36)
2022 (37)
2021 (39)
2020 (26)
Funding
Current Stage
Public CompanyTotal Funding
$841.01MKey Investors
BlackRockSusquehanna Growth EquityWarburg Pincus
2025-11-11Private Equity· $500M
2023-01-01Private Equity
2022-10-19Post Ipo Debt· $0.04M
Leadership Team
Scott McFarlane
CEO
Megan Higgins Knislis
Senior Vice President, Global Partners
Recent News
2026-01-09
2025-12-09
Company data provided by crunchbase