Principal Financial Analyst - Corp Planning & G&A

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.

About the Role

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.

How You Will Make a DifferenceCorporate FP&A Responsibilities

• 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

G&A FP&A Responsibilities

• 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

Who You Are

• 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.

We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

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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