Sr. Financial Analyst - Corp Planning & Systems

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 The Senior Analyst, FPA and Systems is a hands-on role within Corporate FPA 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 FPA, Systems, and Data, combining ownership of FPA systems with core FPA responsibilities, including management reporting, forecasting, and ad-hoc financial analysis. The Senior Analyst partners closely across FPA, 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. How You’ll Make a Difference 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 FPA 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 FPA workflows, reducing spreadsheet dependency and improving efficiency as Klaviyo scales Act as an FPA 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 Who You Are 5+ years of experience in FPA, FPA 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 FPA 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 FPA Clear communicator who can bridge business, systems, and data teams 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. Please see the independent bias audit report covering our use of Covey here #LI-HYRBID #LI-ABBEY 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 liabili ... (truncated, view full listing at source)