Avalara · 2 days ago
Lead Financial Insights Analyst
United States
Full-time
Remote
Senior Level, Lead/Staff
$126K/yr - $202K/yr
6+ years expAvalara is an AI-first company that is redefining the relationship between tax and tech. The Lead Financial Insights Analyst will play a critical role in advancing the company's financial transformation efforts by generating insights, building analytical frameworks, and partnering with various departments to enhance understanding of financial drivers across the enterprise.
Artificial Intelligence (AI)ComplianceFinancial ServicesSoftwareTax Preparation
Responsibilities
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
Qualification
Required
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
Advanced SQL experience with financial data modeling, validation, and transformation
Experience connecting analytical work to operational and financial outcomes
Experience in a SaaS, B2B, or technology
Familiarity with revenue forecasting, cost modeling, unit economics, and financial business cases
Experience working with DBT
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