Order to Cash Track Lead, Finance Engineering

Klaviyo•Boston, MA

13d

About The Position

Klaviyo is hiring an Order to Cash (O2C) Lead, Finance Systems, to own the company’s O2C application landscape and core financial workflows. The role leads Enterprise and International Expansion capabilities intended to support revenue growth, and is responsible for executing the O2C technology roadmap in line with company priorities. This includes translating business requirements into functional and technical designs, integrating CPQ with NetSuite, delivering scalable Enterprise capabilities, recommending future O2C systems direction, and ensuring rigorous build and test quality. The O2C Lead owns the design, implementation, and operation of IT General Controls and other key controls across O2C applications, partnering with Internal Audit, Security, and external auditors. The role is also expected to simplify and automate controls and evidence collection to make audits reliable and predictable. The role will drive AI-native transformation across Finance by identifying and delivering valuable AI use cases across O2C workflows, partnering with AI and data platform teams, and embedding AI into core Finance processes with appropriate guardrails and measurable productivity gains. The position also works with Controllership, Tax, and Treasury leaders to improve end-to-end O2C workflows and ensure ERP and other SaaS applications support accurate, timely close, scalable revenue and billing, and trustworthy financial data. As a strategic technology partner to the Controller and Finance leadership team, the O2C Lead advises on systems, data, and processes and may represent Finance Technology Systems in executive forums, planning cycles, and cross-functional initiatives. The role reports to the Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

Requirements

10+ years of experience in enterprise or business systems, with meaningful ownership of Finance technology at a technology or SaaS company.
4+ years of experience in order-to-cash, with responsibility for O2C.
Practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors.
Solid understanding of enterprise-led growth, international expansion, and the system features required to support moving upmarket.
Hands-on experience with ERP and Finance application architecture, such as NetSuite/Oracle, Avalara, Zuora, or similar.
Understanding of integration patterns and how Finance data flows across a modern technology stack.
Experience delivering business outcomes in partnership with a strong engineering team with an AI build-first mentality.
Experience personally building or scaling AI and automation in Finance workflows, such as reconciliations, invoice processing, or forecasting preparation, and being able to discuss what worked and what did not.

Responsibilities

Own the O2C application landscape and core financial workflows.
Lead Enterprise and International Expansion capabilities supporting revenue growth.
Execute the O2C technology roadmap aligned to company priorities, translating business requirements into functional and technical designs.
Integrate CPQ with NetSuite and deliver scalable Enterprise capabilities.
Assess the O2C systems landscape and recommend future-state improvements.
Ensure high code quality through thorough test-case design and rigorous build and testing.
Own the design, implementation, and operation of IT General Controls and other key controls across O2C applications.
Partner with Internal Audit, Security, and external auditors on controls and audit readiness.
Simplify and automate controls and evidence collection to make audits more predictable and reduce deficiencies and friction.
Identify and deliver high-value AI use cases across O2C workflows, partnering with AI and data platform teams to embed AI into Finance processes with clear guardrails and measurable productivity gains.
Partner with Controllership, Tax, and Treasury leaders to improve and continuously refine end-to-end O2C workflows.
Ensure ERP and other SaaS O2C applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high-quality financial data.
Serve as the primary technology partner to the Controller and Finance leadership team on systems, data, and process topics.
Represent Finance Technology Systems in executive forums, planning cycles, and cross-functional initiatives as needed.
Lead the team responsible for Finance Technology Solutions across Klaviyo.