Principal Financial Analyst Corporate Planning & G&A

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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.

How You Will Make a Difference

Corporate FP&A 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

G&A FP&A Responsibilities

• 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

Who You Are

• 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.
• Bachelors 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.

Required Experience:

Staff IC