Senior Manager, R&d Fp&a

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

This role is for a Senior Manager of R&D Finance at Klaviyo, responsible for financial planning, investment analysis, and operational support for the R&D organization. The role involves partnering with Engineering, Product, and GTS leadership, translating product strategy into financial implications, leading planning and forecasting, building business cases for initiatives, and improving financial visibility into engineering productivity. The ideal candidate has 10+ years of finance experience, including FP&A at software companies, and at least 2 years of people leadership. While not directly building AI, the role requires an understanding of AI tools and workflows to make work smarter and more efficient.

What you'd actually do

  1. Serve as a key finance partner to Engineering, Product, and GTS leadership.
  2. Lead annual planning and quarterly forecasting for R&D headcount and expenses.
  3. Build business cases for major product initiatives and platform investments.
  4. Improve financial visibility into engineering productivity and cost efficiency.
  5. Lead, mentor, and develop finance team members supporting R&D.

Skills

Required

  • 10+ years of experience in Finance roles (investment banking, venture capital, FP&A)
  • At least 2+ years of experience being a people leader
  • Proficient with Microsoft Office Suite, Pigment, and Netsuite
  • Experience in software companies with SaaS business model

Nice to have

  • You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast.
  • You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.

What the JD emphasized

  • partnering with technical stakeholders
  • translate financial concepts for non-financial audiences
  • analyze cloud spend efficiency and infrastructure cost optimization