Sr. Financial Analyst - Corp Planning & Systems

The Senior Analyst, FP&A and Systems is a hands-on role within Corporate FP&A responsible for supporting the final phase of implementation, transition to steady-state operations, and ongoing optimization of the company’s planning & forecasting tool (Pigment).

This role sits at the intersection of FP&A, Systems, and Data, combining ownership of FP&A systems with core FP&A responsibilities, including management reporting, forecasting, and ad-hoc financial analysis. The Senior Analyst partners closely across FP&A, Accounting, People, and Data teams to deliver accurate reporting, scalable planning processes, and increasing automation and AI-enabled workflows.

This role plays a key part in Klaviyo’s finance transformation, helping standardize planning processes, improve data reliability, and enable self-service insights across a rapidly scaling SaaS business.

• Support go-live readiness and the transition of Pigment into steady-state operations
• Administer, optimize, and serve as a primary owner of Pigment, supporting budgeting, forecasting, scenario planning, and reporting
• Partner with BI and Finance Systems to manage integrations, data quality, and reconciliation across financial and operational systems
• Own and support core FP&A deliverables, including:
• Monthly management reporting and variance analysis
• Forecasting cycles (monthly forecast, rolling forecast, budget)
• Executive, board, and leadership reporting support
• Ad-hoc financial analysis and business partnership requests
• Build and maintain scalable planning templates, dashboards, and reporting solutions
• Identify and automate manual FP&A workflows, reducing spreadsheet dependency and improving efficiency as Klaviyo scales
• Act as an FP&A AI champion, piloting and scaling AI-enabled use cases such as:
• Forecast variance explanations and narrative commentary
• Automated reporting summaries and insights
• Trend identification and anomaly detection
• Maintain system documentation, model standards, and planning governance
• Support user training and enablement as Pigment adoption expands

• 5+ years of experience in FP&A, FP&A Systems, or Operations roles within a SaaS or technology company
• Strong grounding in system integrations, data flows, and financial planning processes (forecasting, budgeting, headcount planning, reporting, ad-hoc analysis)
• Hands-on experience with FP&A planning tools (Pigment preferred; Planful, OneStream, Anaplan, or Adaptive also relevant)
• Comfortable working with integrated financial and operational data
• Analytical, detail-oriented, and systems-minded
• Able to manage multiple priorities in a fast-paced environment
• Curious and proactive about automation and AI in FP&A
• Clear communicator who can bridge business, systems, and data teams

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. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

Please see the independent bias audit report covering our use of Covey here

#LI-HYRBID

#LI-ABBEY