Senior Financial Analyst - R&D

*At the company, we value the unique backgrounds, experiences and perspectives each the company (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.* About The Position the company is seeking an experienced Senior Financial Analyst of R&D who will be a critical resource in driving and efficiently scaling the company’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 the company’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 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, with the ability to translate financial concepts for non-financial audiences. Comfortable working with ambiguity and influencing cross-functional stakeholders. Passionate about innovation and scaling technology organizations. Highly proficient in Excel and PowerPoint, and/or Google Suite. Experience working with financial tools (e.g., Pigment, Adaptive, Planful, NetSuite, ERP/BI integrations). You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast. You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.

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**Massachusetts Applicants:**It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:

$96,000—$144,000 USD

*This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.* Get to Know the company We’re the company (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.

• AI fluency at the company includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.
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