Senior Financial Analyst – R&D at Klaviyo

<div class="content-intro"><p><em>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 <a class="_ymio1r31 _ypr0glyw _zcxs1o36 _mizu194a _1ah3dkaa _ra3xnqa1 _128mdkaa _1cvmnqa1 _4davt94y _4bfu18uv _1hms8stv _ajmmnqa1 _vchhusvi _kqswh2mm _ect4ttxp _syaz13af _1a3b18uv _4fpr8stv _5goinqa1 _f8pj13af _9oik18uv _1bnxglyw _jf4cnqa1 _30l313af _1nrm18uv _c2waglyw _1iohnqa1 _9h8h12zz _10531ra0 _1ien1ra0 _n0fx1ra0 _1vhv17z1" href="http://klaviyo.com/careers" data-renderer-mark="true">klaviyo.com/careers</a> to see how we empower creators to own their own destiny.</em></p></div><h1><strong>About The Position</strong></h1> <p>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.</p> <p>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.</p> <h1><strong>How You Will Make a Difference</strong></h1> <ul> <li>In partnership with the FP&A Manager and broader FP&A team, manage annual and quarterly R&D OpEx forecasting, reporting, analytics, and the monthly close and forecasting process.</li> <li>Advise Engineering, Product, and GTS leaders on financial implications of strategic decisions, including long-term planning, investment tradeoffs, and resource allocation.</li> <li>Build and maintain flexible financial models for R&D headcount planning, capitalized software tracking, scenario planning, and ad-hoc analyses.</li> <li>Translate product strategy and roadmap decisions into clear financial implications and actionable insights for business partners.</li> <li>Proactively identify risks, opportunities, and cost drivers through data-driven insights across R&D investments.</li> <li>Build financial models and business cases for major product initiatives, platform investments, and build vs. buy decisions.</li> <li>Analyze cloud spend efficiency and identify infrastructure cost optimization opportunities.</li> <li>Partner cross-functionally with Operations, Accounting, People Ops, Talent Acquisition, and Finance stakeholders to support planning, forecasting, and business efficiency.</li> <li>Support the implementation and transition of forecasting tools and processes in partnership with Finance stakeholders.</li> </ul> <h1><strong>Who You Are</strong></h1> <ul> <li>Bachelor’s degree in Finance, Accounting, or Economics.</li> <li>5+ years of experience in FP&A or Finance at software companies with a subscription or SaaS business model.</li> <li>Comfortable working in a fast-paced, high-growth environment.</li> <li>Excellent storyteller with deep strategic thinking, analytical, and financial modeling skills.</li> <li>Attention to detail with passion for achieving a high degree of accuracy.</li> <li>Excellent communication skills, both written and verbal, with the ability to translate financial concepts for non-financial audiences.</li> <li>Comfortable working with ambiguity and influencing cross-functional stakeholders.</li> <li>Passionate about innovation and scaling technology organizations.</li> <li>Highly proficient in Excel and PowerPoint, and/or Google Suite.</li> <li>Experience working with financial tools (e.g., Pigment, Adaptive, Planful, NetSuite, ERP/BI integrations).</li> <li>You’ve already experimented with AI in work or personal projects,

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