Sr. Analyst, Global Client Payments

What You'll Do

Role Summary:

Global Client Payments reconciles and validates the payments Avalara makes on behalf of clients to tax authorities. Payment volume is growing across every line of business, and the team is investing in stronger reconciliation processes and AI-enabled workflows to support that growth.

This role owns an established reconciliation process and the month-end close that runs alongside it. Daily reconciliations, exception resolution, and month-end close all run to fixed deadlines that partner teams and clients rely on. The role exists to raise the accuracy and timeliness of reconciliation and to convert manual reconciliation effort into repeatable, AI-supported process that makes the work faster and more reliable.

How This Role Elevates Avalara:

• Reduces compliance risk by clearing exceptions and unpaid items within published turnaround targets
• Enhances client experience through accurate, timely reconciliation that reduces notices and penalties
• Improves month-end close reliability through complete, on-time delivery
• Prevents errors from reaching clients by catching breaks in peer reconciliations
• Improves decision quality by applying critical thinking across all reconciliation work
• Strengthens the control environment through current procedures and audit-ready evidence
• Increases operational scale by using AI to surface opportunities to improve reconciliation processes
• Raises team capability through documentation, process improvement, and AI best-practice sharing

What Your Responsibilities Will Be

Responsibilities:

• Own daily reconciliations of bank activity against liability records, and clear exceptions within published turnaround targets
• Own month-end reconciliation close and deliver complete, accurate results on deadline
• Own creation and resolution of unpaid items, and keep aging within target
• Review reconciliations completed by other analysts, and catch errors before they impact clients
• Own presented-item and stop-payment decisions, exercising judgment within defined control requirements
• Own standard operating procedure (SOP) documentation, keeping it current and audit-ready
• Identify and implement process and AI-enabled improvements that reduce manual effort or improve accuracy
• Partner cross-functionally on unresolved items, and escalate with a recommendation, not just a problem
• Lead within the team by driving shared work to delivery and keeping peers unblocked
• Raise peer capability through onboarding support, knowledge sharing, and coaching

What You’ll Need To Be Successful

AI Expectations:

This role is built for someone who uses AI to create real leverage in speed, accuracy, insight, and scale.

How you will show up in the role today

• Spot opportunities to use AI to surface mismatches, aging patterns, and unpaid item trends faster, and work with the team to test and validate those approaches before they touch live work
• Build reusable prompts for recurring tasks like drafting exception narratives, summarizing unpaid item aging, and formatting variance explanations, and strengthen them through peer input before they become part of the team’s toolkit
• Use AI to assist with SOP drafting, updates, and version comparisons, reducing the time it takes to keep documentation current after process changes
• Validate every AI-generated output against source data before it informs any reconciliation decision, presented-item judgment, or stop-payment action; AI assists; it does not decide

How this role will evolve as AI matures

• As AI takes on more of the routine matching work, this role will shift toward owning the exception logic itself, defining the rules, thresholds, and escalation criteria that AI workflows operate within
• The analyst will increasingly serve as a quality control layer over AI outputs, spotting drift, validating edge cases, and flagging where AI confidence should not be trusted
• Process improvement will evolve from one-off efficiency gains to identifying where AI can be consistently embedded in recurring reconciliation tasks
• Documentation and knowledge transfer will carry more weight, as well-structured process knowledge enables more consistent execution across the team and makes AI assistance more accurate

Candidates who can demonstrate this mindset, using AI confidently today while thinking clearly about where the role is heading, will stand out.

Bar Raiser

This role exists to raise the bar for the team, not just maintain current state or restore capacity. The right candidate doesn’t just do the job well; they introduce new practices, make the people around them better, and leave the process more capable than they found it.

What bar-raising looks like in this role

• Structured thinking that makes complex problems legible. This person doesn’t just resolve exceptions; they diagnose why the exception occurred, whether it signals a broader pattern, and what process change would prevent recurrence. When they escalate, they bring a clear problem statement, the relevant data, and a recommended path forward. When they document a process, someone else can follow it without asking a follow-up question.
• Introduces new practices, not just better execution of old ones. They don’t wait to be asked to improve something. They see a manual step in month-end close, assess the control risk, and come with a proposal. They identify an AI workflow that eliminates a recurring data-prep task and pilot it with sign-off. They set a new standard for what “good” looks like in reconciliation.
• Raises the floor of the team, not just their own ceiling. Their onboarding support, knowledge sharing, and documentation make junior analysts measurably more independent. Peers escalate less to the manager because this person is a reliable first resource. The team’s collective output improves because of how they show up.
• Drives better decisions through better information. They surface insights from reconciliation data that inform business decisions upstream — patterns in unpaid items, jurisdictions with recurring exceptions, or trends that signal a process control failure before it becomes a customer issue.

Qualifications:

Required

• Bachelor’s degree in Accounting, Finance, or a related field
• 4+ years of experience in treasury, finance, or accounting
• Demonstrated experience in data analysis, independent problem-solving, and reconciliation
• Advanced Microsoft Excel proficiency, including the ability to translate technical detail into business terms
• Experience working within an enterprise resource planning (ERP) system
• Strong written and verbal communication skills with internal and external partners
• Proven ability to deliver results under pressure and against tight deadlines
• High quality-control standards and strong attention to detail
• Understanding of both accounting guidance and the mechanics of execution
• Collaborative working style with the ability to adapt as business priorities shift

Preferred

• MBA with a concentration in Finance
• Demonstrated hands-on AI use that produced measurable, documented improvement
• Experience with payment processing, bank reconciliation, or tax remittance workflows
• Experience with NetSuite
• Familiarity with building or refining process documentation and SOPs
• Experience coaching or mentoring junior analysts in a finance or accounting context

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.