Principal Financial Analyst Corporate Planning & G&A
Boston, MA - USA
Job Summary
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 youre a close but not exact match with the description we hope youll still consider applying. Want to learn more about life at Klaviyo Visit see how we empower creators to own their own destiny.
Klaviyo is seeking a motivated Principal Financial Analyst to join the FP&A team supporting Corporate and G&A functions. This role serves as a strategic finance partner to senior leaders across People Legal Finance IT and Facilities while also driving corporate-level planning forecasting and decision support. This role will work closely with cross-functional teams to provide financial analysis reporting and recommendations that contribute to the overall success of Klaviyo. This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is scaling for the future.
The ideal candidate is highly motivated a problem-solver a team player detail-oriented analytical and outstanding at foundational FP&A. This candidate is able to effectively translate financial guardrails and insights into actionable decisions for stakeholders. This candidate will be responsible for both owning core G&A FP&A workstreams as well as supporting corporate FP&A operating rhythm.
- 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
- 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.
- Bachelors 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.
Required Experience:
Staff IC
About Company
Klaviyo unifies AI-powered email marketing and SMS to drive growth, retention, and measurable results. Build personalized, omnichannel experiences across WhatsApp, ecommerce, and more with K:AI Agents.