Senior Financial Analyst – R&D

Klaviyo • Boston, MA

2d • Hybrid

About The Position

Klaviyo is seeking an experienced Senior Financial Analyst of R&D who will be a critical resource in driving and efficiently scaling Klaviyo’s innovation engine. This position will be part of a Finance team that supports all functions across Engineering, Product, Design, and GTS. This role will work closely with cross-functional teams to provide financial analysis, reporting, and recommendations that contribute to the overall success of Klaviyo’s R&D organization. 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 FP&A work streams as well as supporting ad-hoc strategic projects.

Requirements

• Bachelor’s degree in Finance, Accounting, or Economics.
• 5+ years of experience in FP&A or Finance at software companies with a subscription or SaaS business model.
• Comfortable working in a fast-paced, high-growth environment.
• Excellent storyteller with deep strategic thinking, analytical, and financial modeling skills.
• Attention to detail with passion for achieving a high degree of accuracy.
• Excellent communication skills, both written and verbal, with the ability to translate financial concepts for non-financial audiences.
• Comfortable working with ambiguity and influencing cross-functional stakeholders.
• Passionate about innovation and scaling technology organizations.
• Highly proficient in Excel and PowerPoint, and/or Google Suite.
• Experience working with financial tools (e.g., Pigment, Adaptive, Planful, NetSuite, ERP/BI integrations).
• You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast.
• You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.

Responsibilities

• Manage annual and quarterly R&D OpEx forecasting, reporting, analytics, and the monthly close and forecasting process.
• Advise Engineering, Product, and GTS leaders on financial implications of strategic decisions, including long-term planning, investment tradeoffs, and resource allocation.
• Build and maintain flexible financial models for R&D headcount planning, capitalized software tracking, scenario planning, and ad-hoc analyses.
• Translate product strategy and roadmap decisions into clear financial implications and actionable insights for business partners.
• Proactively identify risks, opportunities, and cost drivers through data-driven insights across R&D investments.
• Build financial models and business cases for major product initiatives, platform investments, and build vs. buy decisions.
• Analyze cloud spend efficiency and identify infrastructure cost optimization opportunities.
• Partner cross-functionally with Operations, Accounting, People Ops, Talent Acquisition, and Finance stakeholders to support planning, forecasting, and business efficiency.
• Support the implementation and transition of forecasting tools and processes in partnership with Finance stakeholders.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior