Klaviyo · 6 hours ago
Principal Financial Analyst - Corp Planning & G&A
Boston, MA
Full-time
Onsite
Senior Level, Lead/Staff
$132K/yr - $198K/yr
8+ years expKlaviyo is a company that empowers creators to own their destiny by making first-party data accessible and actionable. They are seeking a motivated Principal Financial Analyst to join the FP&A team, supporting Corporate and G&A functions while driving corporate-level planning, forecasting, and decision support.
AdvertisingAnalyticsE-CommerceMarketing AutomationSoftware
Responsibilities
Own and evolve company-wide FP&A processes and operating cadence, including forecasting, variance analysis, reporting, and month-end close support, ensuring accuracy, scalability, and relevance for executive decision-making
Serve as a core contributor to quarterly and annual earnings processes, partnering with Accounting and Finance leadership on scenario modeling, drafting earnings narratives, and rigorous QA of financial results and supporting analyses
Act as a thought partner to Finance leadership, proactively identifying risks, opportunities, and trade-offs that inform corporate strategy and operating decisions
Lead end-to-end financial planning and forecasting for G&A functions (People, IT, Legal, Finance, Facilities), translating complex operating plans into clear financial implications and actionable recommendations
Own annual operating plan, monthly & quarterly forecasts, and long-range planning for assigned cost centers, supported by advanced models for headcount, compensation, benefits, and operating expenses
Provide executive-level decision support through concise reporting, dashboards, and scenario analysis, proactively surfacing insights to influence leadership priorities and resource allocation, and investment decisions
Qualification
Required
8+ years of FP&A years of experience in FP&A, Corporate Finance, or related fields, with strong preference for SaaS or high-growth environments
Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced degree or certification (MBA, CFA, CPA) a plus
Deep expertise in budgeting, forecasting, long-range planning, and financial modeling for cost centers and operational functions
Experience working with financial tools (e.g., Pigment, Adaptive, Planful, NetSuite, ERP/BI integrations) to enhance forecast accuracy and process efficiency
Exceptional analytical and problem-solving skills, with the ability to synthesize complex data into clear, actionable insights
Strong executive communication skills, capable of influencing senior stakeholders and driving alignment in a fast-paced, dynamic environment
Benefits
Participation in the company’s annual cash bonus plan
Variable compensation (OTE) for sales and customer success roles
Equity
Sign-on payments
Comprehensive range of health, welfare, and wellbeing benefits based on eligibility
Company
Klaviyo
Klaviyo is an automation and email platform designed to help grow businesses.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.35BKey Investors
ShopifySands Capital VenturesAccel
2025-08-13Post Ipo Secondary· $195.06M
2025-05-14Post Ipo Secondary· $372.95M
2023-09-20IPO
Leadership Team
Andrew Bialecki
CEO
Ed Hallen
Co-Founder, Chief Strategy Officer, Board Member
Recent News
Investing.com
2026-01-03
2025-12-17
Company data provided by crunchbase