Principal Financial Analyst - Corp Planning & G&A
About the position
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.
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
• 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
Requirements
• 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.
Apply tot his job
Apply To this Job
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.
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
• 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
Requirements
• 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.
Apply tot his job
Apply To this Job