Principal Financial Analyst - Corporate Planning & G&A

Job Description

Job Description

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 you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to 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.
• Bachelor's 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.

Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location.

In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.

Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.

Base Pay Range For US Locations:

$132,000—$198,000 USD

This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.

Get to Know Klaviyo

We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us.

AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.

By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.

Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.

IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.

By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).