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Full-Time

Principal Finance Analyst

Confirmed live in the last 24 hours

Klaviyo

Klaviyo

1,001-5,000 employees

Marketing automation for e-commerce businesses

Consumer Software
Enterprise Software
Consumer Goods

Compensation Overview

$133.6k - $200.4kAnnually

Senior, Expert

Boston, MA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Communications
SQL
Requirements
  • 5-8 Years of FP&A or Finance experience with SaaS and/or high growth companies; preference given to usage based software models
  • Bachelor's degree required
  • Strong understanding of usage and subscription-based business models and key metrics
  • Excellent analytical and problem-solving skills with a keen attention to detail
  • Advanced proficiency in SQL, Excel, and experience with financial planning software
  • Effective communication skills to present complex financial information clearly and succinctly to non-financial executive stakeholders
  • Ability to work collaboratively in cross-functional teams and adapt to a fast-paced, dynamic environment
  • Proven track record of driving insights from data to influence strategic decisions
Responsibilities
  • Conduct thorough analysis of SMS usage and costs, including trend analysis, variance explanations, and performance metrics to monitor overall business performance
  • Collaborate with cross-functional teams to drive accurate SMS cost forecasts that align with overall company guardrails
  • Build standardized SMS reporting for executive leadership team to provide visibility, drive ownership, and proactively identify risks and opportunities
  • Continuously refine and improve FP&A processes related to analysis, forecasting, and reporting

Klaviyo offers marketing automation and customer data management tools tailored for e-commerce businesses. Their platform enables companies to collect and analyze customer information to create personalized marketing campaigns, including email and SMS outreach. Unlike competitors, Klaviyo focuses on e-commerce and operates on a subscription model that allows businesses to scale their marketing efforts. The goal of Klaviyo is to help e-commerce businesses build stronger customer relationships through data-driven strategies.

Company Stage

IPO

Total Funding

$1.5B

Headquarters

Boston, Massachusetts

Founded

2012

Growth & Insights
Headcount

6 month growth

7%

1 year growth

29%

2 year growth

41%
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Simplify's Take

What believers are saying

  • Klaviyo's successful IPO and substantial funding, including $1.478B, provide strong financial backing for future growth and innovation.
  • The launch of Klaviyo AI and its continuous feature expansion position the company as a leader in AI-driven marketing automation.
  • Strategic partnerships, such as with Nosto and LiftEngine, enhance Klaviyo's ecosystem and offer clients comprehensive solutions for personalized marketing.

What critics are saying

  • The competitive landscape in marketing automation is intense, with rivals like ConvertKit and Amazon's Buy With Prime posing significant threats.
  • Rapid expansion and the integration of new features may lead to operational challenges and potential service disruptions.

What makes Klaviyo unique

  • Klaviyo's deep integration with e-commerce platforms like Shopify and its focus on personalized marketing automation set it apart from broader marketing automation tools.
  • The company's robust AI suite, including features like Flows AI and review sentiment analysis, offers advanced capabilities that many competitors lack.
  • Klaviyo's Partner Programs connect businesses with expert agencies, enhancing the platform's usability and customer satisfaction.