Sr. Financial Analyst - Corp Planning & Systems

Klaviyo•Boston, MA

About The Position

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.

Requirements

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

Responsibilities

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