Principal Financial Analyst - Corporate Planning & G&a

Klaviyo Klaviyo · Enterprise · Boston, MA · Finance & Accounting

This role is for a Principal Financial Analyst on the FP&A team, supporting Corporate and G&A functions. The analyst will partner with senior leaders, drive corporate-level planning, forecasting, and decision support, and provide financial analysis and reporting. Responsibilities include owning FP&A processes, supporting earnings processes, leading financial planning for G&A functions, and providing executive-level decision support.

What you'd actually do

  1. Own and evolve company-wide FP&A processes and operating cadence, including forecasting, variance analysis, reporting, and month-end close support, ensuring accuracy, scalability, and relevance for executive decision-making
  2. Serve as a core contributor to quarterly and annual earnings processes, partnering with Accounting and Finance leadership on scenario modeling, drafting earnings narratives, and rigorous QA of financial results and supporting analyses
  3. Lead end-to-end financial planning and forecasting for G&A functions (People, IT, Legal, Finance, Facilities), translating complex operating plans into clear financial implications and actionable recommendations
  4. Own annual operating plan, monthly & quarterly forecasts, and long-range planning for assigned cost centers, supported by advanced models for headcount, compensation, benefits, and operating expenses.
  5. Provide executive-level decision support through concise reporting, dashboards, and scenario analysis, proactively surfacing insights to influence leadership priorities and resource allocation, and investment decisions

Skills

Required

  • 8+ years of FP&A years of experience in FP&A, Corporate Finance, or related fields
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • Deep expertise in budgeting, forecasting, long-range planning, and financial modeling for cost centers and operational functions.
  • Experience working with financial tools (e.g., Pigment, Adaptive, Planful, NetSuite, ERP/BI integrations)
  • Exceptional analytical and problem-solving skills
  • Strong executive communication skills

Nice to have

  • SaaS or high-growth environments
  • advanced degree or certification (MBA, CFA, CPA)

What the JD emphasized

  • financial guardrails