Klaviyo is looking for a Senior Financial Analyst who will be a key contributor to the Corporate FP&A team. Reporting to the Manager of FP&A, the Senior Analyst will help with all aspects of the annual budget, monthly/quarterly reporting, forecasting, system enhancements and business partnering.
The role will interact with senior leadership as well as other key stakeholders to provide support and guidance on financial performance and to deliver financial results. In addition to regular reporting, the analyst will work on various projects to help better understand the financial impact of key initiatives and support decision making. The analyst will work closely with members of all departments at Klaviyo to help track progress against budget and forecast and to understand the respective department’s future spend/hiring. The ideal analyst will also have experience working with and enhancing financial planning tools to help the team better position to scale reporting and analytics.
- Prepare monthly and quarterly deliverables including management reporting packages, board presentations and financial summaries.
- Be a true partner - become the go-to person for all financial and analytical support, thinking and going beyond budget variance and expense management to help the business achieve operational goals.
- Collaborate with key stakeholders to review financial performance and to understand changes in the business that impact the forecast.
- Gather information and data to build financial models that generate meaningful insights
- Assist in the preparation of the annual budget
- Require a BA/BS degree in Finance, Accounting or related major.
- Must have 3 - 5 years of experience in an FP&A or related role.
- Ideal candidate will have had experience in a business partnership role
- Advanced Excel skills and experience with financial planning tools (Adaptive Insights experience preferred).
- The ability to manage multiple priorities and complete tasks with minimum supervision.
- Strong problem-solving abilities and ownership mindset.
- Must have the ability to analyze and visualize financial data and prepare concise reports and strong communication skills to assist management in understanding financial performance and KPIs.
- Knowledge of SaaS industry
Get to know Klaviyo
Klaviyo is the world’s leading owned marketing platform known for accelerating revenue for online businesses using the channels they own like email, web, and mobile. Enabling companies to leverage these owned marketing channels, Klaviyo makes it easy to store, access, analyze and use transactional and behavioral data to power highly-targeted customer and prospect communications. And unlike other marketing platforms, Klaviyo doesn’t force companies to compromise between advanced functionality or ease of use - so companies of all sizes are able to maximize their sales quickly. That’s why over 30,000+ innovative companies like Unilever, Custom Ink, and Eventbrite sell more with Klaviyo.