Principal Strategic Finance Analyst
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 careers.klaviyo.com to see how we empower creators to own their own destiny.
Klaviyo is seeking a highly motivated Principal Strategic Finance Analyst (Boston Hub Based) to join the FP&A team. This person will play a critical role in helping guide investment and capital allocation decisions for the business. The individual will partner cross-functionally across departments to analyze projects and provide a clear view on return on investment. Example projects include: maintaining and updating our long range plan, analyzing potential product launches to determine ROI, and supporting corporate development initiatives. This is a fantastic opportunity for a candidate that wants to be part of a dynamic finance organization that is helping Klaviyo continue to efficiently scale for the future.
The ideal candidate will have a strong background in financial analysis, strategic planning, and an understanding of SQL. This candidate will have a strong foundation in corporate finance, analyzing business or investment performance, and collaborating cross-functionally in a high-growth environment.
How You Will Make a Difference
- Building and maintaining financial models to analyze investment decisions across product, engineering, and go-to-market.
- Evaluating and setting hurdle rate targets for investments across the company.
- Partnering with business stakeholders to model and analyze investment analyses.
- Proactively identify risks and opportunities, leveraging data-driven analysis to provide a range of outcomes to influence business decisions.
Who You Are
- Role requires 3 days per week in the Boston office.
- 5-8 years of FP&A, Finance, Investment Banking, PE / VC or Equity Research experience, particularly in SaaS or high-growth companies.
- Bachelor’s degree required.
- Expert in building financial models with solid understanding of corporate financial principles
- Strong understanding of ARR metrics and understanding of usage and subscription-based business models.
- Ability to derive insights from data to drive strategic business decisions.
- Proficiency in SQL (Snowflake experience preferred)
- Excellent analytical and problem-solving skills, with a sharp attention to detail.
- Effective communicator, able to present complex financial data clearly to non-financial executives.
- Collaborative, adaptable, and thrives in fast-paced environments.
- Experience with Snowflake, Thoughtspot, Tableau, and NetSuite preferred.
The pay range for this role is listed below. Sales roles are also eligible for variable compensation and hourly non-exempt roles are eligible for overtime in accordance with applicable law. This role is eligible for benefits, including: medical, dental and vision coverage, health savings accounts, flexible spending accounts, 401(k), flexible paid time off and company-paid holidays and a culture of learning that includes a learning allowance and access to a professional coaching service for all employees.
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.
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.
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Klaviyo is on the lookout for a talented Principal Strategic Finance Analyst to join our FP&A team in the vibrant city of Boston, MA! In this exciting position, you’ll play a significant role in shaping investment and capital allocation strategies essential for our company's growth. As a Klaviyo, you'll collaborate across various departments to analyze different projects and present clear insights on their return on investment. Your expertise will be crucial in maintaining our long-range plan, evaluating potential product launches, and supporting corporate development initiatives. If you've got a strong background in financial analysis, strategic planning, and can navigate SQL fluently, this is the perfect place for you! You'll be building and refining financial models, partnering with stakeholders to assess investment opportunities, and proactively identifying risks that may affect our financial objectives. We’re searching for someone with 5-8 years of relevant experience in FP&A, finance, or investment sectors, preferably within SaaS or high-growth environments. A Bachelor's degree is a must, along with strong financial modeling skills and a knack for making complex data accessible to everyone. At Klaviyo, we believe in empowering creators and enhancing everyone's journey, and we offer exceptional benefits that support your personal and professional growth. Join us, and let’s make waves in the tech landscape together!
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Klaviyo is a global technology company committed to providing a marketing automation platform, used primarily for email marketing and SMS marketing by approximately 143,000 e-commerce merchants.
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