Sr. Financial Analyst - Corp Planning & Systems

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At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.

About the Role

The Senior Analyst, FP&A and Systems is a hands-on role within Corporate FP&A responsible for supporting the final phase of implementation, transition to steady-state operations, and ongoing optimization of the company’s planning & forecasting tool (Pigment).

This role sits at the intersection of FP&A, Systems, and Data, combining ownership of FP&A systems with core FP&A responsibilities, including management reporting, forecasting, and ad-hoc financial analysis. The Senior Analyst partners closely across FP&A, Accounting, People, and Data teams to deliver accurate reporting, scalable planning processes, and increasing automation and AI-enabled workflows.

This role plays a key part in Klaviyo’s finance transformation, helping standardize planning processes, improve data reliability, and enable self-service insights across a rapidly scaling SaaS business.

How You’ll Make a Difference

• 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

Who You Are

• 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

We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

Please see the independent bias audit report covering our use of Covey here

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Massachusetts Applicants:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.

In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.

Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.

Base Pay Range For US Locations:

$96,000—$144,000 USD

Get to Know Klaviyo

We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.

AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.

By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.

Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.

IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.

By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice.  If you do not wish for Klaviyo to process your Personal Data, please do not submit an application.You can find our Job Applicant Privacy Noticehere and here (FR).