Order to Cash Track Lead, Finance Engineering

Klaviyo•San Francisco, CA

13d

About The Position

The Order to Cash (O2C) Lead, Finance Systems is the accountable technology leader for Klaviyo’s O2C application landscape and core financial workflows. The role leads Enterprise and International Expansion capabilities intended to support revenue growth, and owns the roadmap, design, implementation, operation, and governance of O2C systems and processes. It reports to the Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo. The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions. It designs, operates, and improves the applications and workflows used to manage money, risk, and financial reporting. The team works with Finance, Accounting, Tax, Treasury, FP&A, Procurement, Internal Audit, and technology teams including Corporate IT, Data, and GTM Systems. Its platforms include ERP and financial systems, procure-to-pay, revenue and billing systems, integrations, and automation. The role executes the O2C roadmap in line with company priorities, translates business requirements into functional and technical designs, and integrates CPQ with NetSuite while delivering scalable Enterprise capabilities. It is responsible for SOX controls and audit readiness across O2C applications, improving control automation and evidence collection, and partnering with audit and security stakeholders. It also leads AI adoption across Finance workflows, working with AI, data, Finance Engineering, and Finance teams to deliver measurable productivity improvements with appropriate guardrails. The position optimizes end-to-end Finance processes and systems to support accurate close, scalable revenue and billing, and trusted financial data, and serves as a strategic technology partner to the Controller and Finance leadership.

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 responsibility for order-to-cash (O2C).
Practical SOX ITGC experience and a strong track record working with Internal Audit and external auditors.
Understanding of enterprise-led growth, international expansion, and the system capabilities needed to support moving upmarket.
Hands-on experience with ERP and Finance application architecture, such as NetSuite or Oracle, and applications such as Avalara or Zuora, or similar.
Understanding of integration patterns and how Finance data flows across a modern technology stack.
Ability to deliver business outcomes by partnering with a strong engineering team and applying 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 ability to discuss what worked and what did not.

Responsibilities

Own and execute the O2C systems roadmap aligned with 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 improvements to support Klaviyo’s future needs.
Ensure high code quality through thorough test-case design and rigorous build and testing practices.
Own the design, implementation, and operation of IT General Controls and other key controls across O2C applications, partnering with Internal Audit, Security, and external auditors.
Simplify and automate controls and evidence collection to make audits reliable and predictable and reduce deficiencies and operational friction.
Identify and deliver valuable AI use cases across O2C workflows, partnering with AI, data platform, Finance Engineering, and Finance teams to embed AI with guardrails and measurable productivity gains.
Partner with Controllership, Tax, and Treasury leaders to improve and refine end-to-end O2C workflows and align systems with processes.
Configure, integrate, and operate ERP and other SaaS O2C applications to support accurate and timely close, scalable revenue and billing, and trusted financial data.
Serve as the primary technology partner to the Controller and Finance leadership on systems, data, and process topics.
Represent Finance Technology Systems in executive forums, planning cycles, and cross-functional initiatives as needed, ensuring O2C requirements are included in broader roadmaps.
Lead the team responsible for Finance Technology Solutions across Klaviyo.