Sr. Financial Analyst - GTM (Sales & Partnerships)
Klaviyo, San Francisco, CA, United States
Overview
At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Learn more about life at Klaviyo by visiting klaviyo.com/careers to see how we empower creators to own their own destiny. Klaviyo is seeking an experienced Senior Financial Analyst of Go-to-Market who will be a critical resource in driving and efficiently scaling Klaviyo's rapid growth. This role is part of a Finance team supporting all functions in the Chief Revenue Officer’s organization and will work closely with cross-functional teams to provide financial analysis, reporting, and recommendations that contribute to the success of Klaviyo’s go-to-market organization. This is an opportunity 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 FP&A. This candidate can translate financial guardrails and insights into actionable decisions for stakeholders and will own core FP&A work streams while supporting ad-hoc strategic projects. Responsibilities
In partnership with the FP&A Manager and broader FP&A team, manage annual and quarterly OpEx forecasting, reporting, analytics, and the monthly close and forecasting process Advise business leaders on financial implications of strategic decisions, including long-term planning, investment tradeoffs, and resource allocation Build and maintain flexible financial models to assess GTM efficiency, sales productivity, scenario planning, and ad-hoc analyses Proactively identify risks, opportunities, growth levers, and margin drivers through data-driven insights 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 Translate complex financial analysis into clear, actionable insights for business partners Qualifications
Bachelor's degree in Finance, Accounting, or Economics 5+ years of experience in FP&A or Finance at software companies with a subscription or SaaS business model Comfortable working in a fast-paced, high growth environment Excellent storyteller with deep strategic thinking, analytical and financial modeling skills Attention to detail with passion for achieving a high degree of accuracy Excellent communication skills, both written and verbal Highly proficient in Excel and PowerPoint, and/or Google Suite Experience working with financial tools (e.g., Pigment, Adaptive, Planful, NetSuite, ERP/BI integrations) Policies, Compliance & Salary
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. We began using Covey Scout for Inbound on April 3, 2025. See the independent bias audit report covering our use of Covey. See the Job Applicant Privacy Notice for more information on how we process your personal data. Klaviyo is committed to 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, disability, veteran or active military status, marital status, criminal history, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. Our salary range reflects the cost of labor across U.S. locations. The base salary offered is determined by factors including job-related skills, experience, education or training, and location. In addition to base salary, total compensation may include annual bonus, equity, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the salary/OTE range for your location during the hiring process. Base Pay Range For US Locations: $96,000 — $144,000 USD Get to Know Klaviyo: We empower creators to own their destiny by making first-party data accessible and actionable. To reach our goals, we need 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, you’ll be welcomed as your whole self and supported with generous benefits. AI fluency at Klaviyo includes responsible use of AI (privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to 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, gender identity, sexual orientation, disability, veteran status, marital status, or any other characteristic protected by applicable law. Important Notice: We do not ask for payment or financial information as part of the application process. All legitimate job postings are on our official career site. Do not respond to offers from non-company email addresses. By submitting an application, you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. You can view our privacy notices here and here (FR).
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At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Learn more about life at Klaviyo by visiting klaviyo.com/careers to see how we empower creators to own their own destiny. Klaviyo is seeking an experienced Senior Financial Analyst of Go-to-Market who will be a critical resource in driving and efficiently scaling Klaviyo's rapid growth. This role is part of a Finance team supporting all functions in the Chief Revenue Officer’s organization and will work closely with cross-functional teams to provide financial analysis, reporting, and recommendations that contribute to the success of Klaviyo’s go-to-market organization. This is an opportunity 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 FP&A. This candidate can translate financial guardrails and insights into actionable decisions for stakeholders and will own core FP&A work streams while supporting ad-hoc strategic projects. Responsibilities
In partnership with the FP&A Manager and broader FP&A team, manage annual and quarterly OpEx forecasting, reporting, analytics, and the monthly close and forecasting process Advise business leaders on financial implications of strategic decisions, including long-term planning, investment tradeoffs, and resource allocation Build and maintain flexible financial models to assess GTM efficiency, sales productivity, scenario planning, and ad-hoc analyses Proactively identify risks, opportunities, growth levers, and margin drivers through data-driven insights 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 Translate complex financial analysis into clear, actionable insights for business partners Qualifications
Bachelor's degree in Finance, Accounting, or Economics 5+ years of experience in FP&A or Finance at software companies with a subscription or SaaS business model Comfortable working in a fast-paced, high growth environment Excellent storyteller with deep strategic thinking, analytical and financial modeling skills Attention to detail with passion for achieving a high degree of accuracy Excellent communication skills, both written and verbal Highly proficient in Excel and PowerPoint, and/or Google Suite Experience working with financial tools (e.g., Pigment, Adaptive, Planful, NetSuite, ERP/BI integrations) Policies, Compliance & Salary
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. We began using Covey Scout for Inbound on April 3, 2025. See the independent bias audit report covering our use of Covey. See the Job Applicant Privacy Notice for more information on how we process your personal data. Klaviyo is committed to 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, disability, veteran or active military status, marital status, criminal history, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. Our salary range reflects the cost of labor across U.S. locations. The base salary offered is determined by factors including job-related skills, experience, education or training, and location. In addition to base salary, total compensation may include annual bonus, equity, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the salary/OTE range for your location during the hiring process. Base Pay Range For US Locations: $96,000 — $144,000 USD Get to Know Klaviyo: We empower creators to own their destiny by making first-party data accessible and actionable. To reach our goals, we need 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, you’ll be welcomed as your whole self and supported with generous benefits. AI fluency at Klaviyo includes responsible use of AI (privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to 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, gender identity, sexual orientation, disability, veteran status, marital status, or any other characteristic protected by applicable law. Important Notice: We do not ask for payment or financial information as part of the application process. All legitimate job postings are on our official career site. Do not respond to offers from non-company email addresses. By submitting an application, you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. You can view our privacy notices here and here (FR).
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