Senior Financial Analyst - R&D

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 Position

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.

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.

How You Will Make a Difference

• 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.
• Advise Engineering, Product, and GTS leaders on financial implications of strategic decisions, including long-term planning, investment tradeoffs, and resource allocation.
• Build and maintain flexible financial models for R&D headcount planning, capitalized software tracking, scenario planning, and ad-hoc analyses.
• Translate product strategy and roadmap decisions into clear financial implications and actionable insights for business partners.
• Proactively identify risks, opportunities, and cost drivers through data-driven insights across R&D investments.
• Build financial models and business cases for major product initiatives, platform investments, and build vs. buy decisions.
• Analyze cloud spend efficiency and identify infrastructure cost optimization opportunities.
• Partner cross-functionally with Operations, Accounting, People Ops, Talent Acquisition, and Finance stakeholders to support planning, forecasting, and business efficiency.
• Support the implementation and transition of forecasting tools and processes in partnership with Finance stakeholders.

Who You Are

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