Klaviyo · 11 hours ago
Sr. Financial Analyst - Corp Planning & Systems
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$96K/yr - $144K/yr
5+ years expKlaviyo is a company that empowers creators to own their destiny by making first-party data accessible and actionable. The Senior Financial Analyst will support the implementation and optimization of the company's planning and forecasting tool, partnering with various teams to enhance reporting and planning processes.
AdvertisingAnalyticsE-CommerceMarketing AutomationSoftware
Responsibilities
Support go-live readiness and the transition of Pigment into steady-state operations
Administer, optimize, and serve as a primary owner of Pigment, supporting budgeting, forecasting, scenario planning, and reporting
Partner with BI and Finance Systems to manage integrations, data quality, and reconciliation across financial and operational systems
Own and support core FP&A deliverables, including:
Monthly management reporting and variance analysis
Forecasting cycles (monthly forecast, rolling forecast, budget)
Executive, board, and leadership reporting support
Ad-hoc financial analysis and business partnership requests
Build and maintain scalable planning templates, dashboards, and reporting solutions
Identify and automate manual FP&A workflows, reducing spreadsheet dependency and improving efficiency as Klaviyo scales
Act as an FP&A AI champion, piloting and scaling AI-enabled use cases such as:
Forecast variance explanations and narrative commentary
Automated reporting summaries and insights
Trend identification and anomaly detection
Maintain system documentation, model standards, and planning governance
Support user training and enablement as Pigment adoption expands
Qualification
Required
5+ years of experience in FP&A, FP&A Systems, or Operations roles within a SaaS or technology company
Strong grounding in system integrations, data flows, and financial planning processes (forecasting, budgeting, headcount planning, reporting, ad-hoc analysis)
Hands-on experience with FP&A planning tools (Pigment preferred; Planful, OneStream, Anaplan, or Adaptive also relevant)
Comfortable working with integrated financial and operational data
Analytical, detail-oriented, and systems-minded
Able to manage multiple priorities in a fast-paced environment
Curious and proactive about automation and AI in FP&A
Clear communicator who can bridge business, systems, and data teams
Benefits
Participation in the company’s annual cash bonus plan
Variable compensation (OTE) for sales and customer success roles
Equity
Sign-on payments
A 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