About the team

Klaviyo went public in 2023 and is scaling fast. This is a rare chance to make a difference in building Finance systems foundation for a company at this inflection point. The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale.

The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back-office stack is reliable, well-integrated, compliant, and ready for a public, AI-forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure-to-pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.

This role reports to the Senior Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

What You'll Do

As the Product Lead, Finance Systems, you will be the accountable technology leader for Klaviyo's Finance application landscape and core financial workflows. You will define and execute the multi-year vision for our Finance systems, and partner with senior Finance and GTS leaders to deliver automation, control, and insight across our procure-to-pay, record-to-report, and order-to-cash processes.

Own the Finance systems vision and roadmap

• Define and maintain the multi-year strategy and roadmap for Klaviyo's Finance technology stack ( procure-to-pay, order-to-cash( revenue and billing,treasury), record-to-report( close and reconciliation), aligned to the CFO's agenda and the company's financial plan.
• Translate Finance - Accounting, Tax, and FP&A objectives into clear systems investments and sequencing, balancing foundational platform work with high-impact automation and analytics use cases.

Deliver on the Roadmap

• Collaborate with application owners, x-functional teams, business systems analysts, administrators, and integration specialists in driving functional design and delivering the agreed upon roadmap
• Set clear expectations around timelines, measurable business outcomes with Finance stakeholders

Drive AI-native transformation across Finance

• Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the Finance workflow.
• You'll partner directly with Klaviyo's AI and data platform teams and Finance Engineering to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it from a Product standpoint.

Design and optimize core Finance processes and systems

• Have a product mindset and partner with Controllership, FP&A, Tax, Treasury, and Procurement leaders to improve and continuously refine end-to-end Finance workflows across procure-to-pay, record-to-report, and order-to-cash, ensuring systems and processes are tightly aligned.
• Ensure our ERP and Finance applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high-quality financial data that downstream teams can trust.

Act as a strategic partner and communicator

• Serve as the primary technology partner for the CFO, Controller, and Finance leadership team on systems, data, and process topics; translate business strategy into clear product technical decisions and trade-offs.
• As needed, represent Finance Technology Systems in executive forums, planning cycles, and cross-functional initiatives, ensuring Finance needs are anticipated and built into wider GTS and company roadmaps.

Who You Are

You've spent your career at the intersection of Product, Finance and Technology and you've moved beyond just keeping systems running. You think in product design, roadmaps, outcomes, and partnerships. You know what a well-run Finance technology function looks like, and you know how to build one.

You've worked in or led teams through real complexity: ERP and other transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you.

Specifically, you likely bring:

• 10+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company
• 4+ years in product design, responsible for order-to cash, record-to-report, procure-to-pay, revenue/billing, and financial close systems
• Understanding of practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors
• Solid understanding of enterprise-led growth and system features required to enable moving upmarket
• Fluency in ERP and Finance application architecture (NetSuite/Oracle, Coupa, Avalara, Zip, Zuora, or similar), integration patterns, and how Finance data flows across a modern tech stack
• Partnering with strong engineering team with AI build-first mentality
• Personally built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn't
• A reputation as a trusted partner to engineering and finance leadership; someone who translates complexity into clear decisions and earns credibility with CFOs, CAOs, Controllers, Revenue Operations, and auditors alike

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:

$164,000-$246,000 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.