---
title: 'Lead Analyst, Strategic Finance & Analytics at Klaviyo'
canonical: 'https://feeny.ai/job/lead-analyst-strategic-finance-analytics-klaviyo-boston-mm23ds36msvx'
type: 'job'
last_seen: '2026-11-12'
---

# Lead Analyst, Strategic Finance & Analytics at Klaviyo

- **Company:** Klaviyo
- **Location:** Boston, MA
- **Compensation:** $148k–$222k
- **Posted:** 2026-11-06
- **Last confirmed live:** 2026-11-12
- **Apply:** https://www.klaviyo.com/careers/jobs/8196940003?gh_jid=8196940003

## Job description

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit [klaviyo.com/careers](http://klaviyo.com/careers) to see how we empower creators to own their own destiny.

## About the Team

Klaviyo's Strategic Finance & Analytics team helps leaders understand, measure, and plan for business performance. We work closely with Product, Engineering, Data Science, Go-to-Market, and Finance partners to turn complex data into financial insight that informs investment decisions, planning, and long-term growth.

As Klaviyo expands its platform and launches new AI-powered products, more of our business is becoming consumption-based. That makes it increasingly important to connect what customers do on our platform to what we earn and what it costs us to deliver.

## About the Role

We're looking for a Lead Analyst to build and maintain the models that forecast Klaviyo's recognized revenue and cost of goods sold (COGS). This role blends data science, finance, and data engineering. You'll build scalable, production-quality forecasting systems, and you'll understand the financial mechanics well enough to make them useful for planning.

The role starts with a focus on recognized revenue forecasting. From there, you'll build out COGS forecasts, beginning with consumption-aligned infrastructure costs such as message sending and LLM usage, and extending to the rest of our cost base. As more of our products move to consumption models, the systems you build will be the foundation for how we plan, price, and understand margin.

You'll report into Strategic Finance & Analytics and partner closely with FP&A, Product, Engineering, Data Science, and Go-to-Market teams. This is a hands-on technical role. You'll own models end to end, set standards for how forecasts are built and evaluated, and help the team grow its capabilities.

## How You'll Make a Difference

- Build and maintain forecasting models for recognized revenue and COGS. Start with overall recognized revenue, then extend to consumption-aligned infrastructure costs (message sending and LLM usage first) and, over time, the full COGS base, including cloud infrastructure, SMS and email carrier and vendor costs, AI inference, and support.
- Connect product workloads to unit economics. Work with Engineering, Product, and Finance to link usage drivers (such as message volume, profile growth, channel mix, and AI feature usage) to both revenue and delivery costs.
- Build forecasts that scale with the business across multiple time horizons and levels of granularity, designed to extend to new consumption-based products as they launch.
- Partner with Finance and FP&A to understand planning mechanics and modeling assumptions, and translate them into robust, well-documented frameworks that feed budgeting, rolling forecasts, and long-range planning.
- Monitor model performance over time, tracking accuracy and bias, detecting drift, and building challenger models to keep forecasts resilient.
- Lead variance investigations when actuals diverge from forecast, separating data issues, model limitations, customer behavior, pricing or product changes, and external factors.
- Run scenario and sensitivity analyses to evaluate pricing changes, product launches, vendor and infrastructure decisions, and cost-efficiency initiatives.
- Partner with Analytics Engineering on reliable pipelines and dbt models that give forecasting a clean, trusted foundation.
- Establish technical standards for forecasting methodology, evaluation, and code quality.
- Communicate clearly to technical and non-technical audiences, from Finance and Product partners to executive leadership, through visualizations, narratives, and presentations.
- Evaluate emerging techniques, including time series foundation models and AI-assisted workflows, where they improve accuracy or speed.

## Who You Are

- You have 8+ years of experience in data science, analytics engineering, strategic finance, or a related quantitative field, with hands-on experience building and deploying forecasting models in production.
- You combine technical depth with finance context. You understand how revenue recognition, usage, pricing, and cost drivers translate into financial outcomes.
- You have strong foundations in statistics and time series forecasting, and experience applying methods such as hierarchical, probabilistic, or machine learning approaches to business problems.
- You're highly proficient in SQL and Python or R, with experience building production-quality analytical solutions, and you're familiar with dbt and modern analytics engineering practices.
- You've worked with cloud data platforms and distributed processing systems.
- You have experience with revenue, pricing, usage-based, or subscription data, ideally in SaaS or a platform business.
- You're comfortable with imperfect data definitions, evolving metrics, and tradeoffs between precision and decision usefulness.
- You can turn ambiguous business questions into well-defined analytical approaches, success metrics, and clear recommendations.
- You've demonstrated technical leadership by setting direction on complex projects and influencing standards across teams.
- You're a clear communicator who can explain modeling decisions and tradeoffs to both technical and non-technical audiences, including senior executives.
- You bring an AI-first mindset and are curious about how LLMs and agentic tools can improve forecasting and analytical workflows.
- You have a degree in Statistics, Mathematics, Computer Science, Economics, Finance, Engineering, or another quantitative field, or an advanced degree with a quantitative emphasis. Equivalent hands-on experience is equally valued.

## Nice to Have

- Experience forecasting COGS, cloud or infrastructure costs, or other unit-cost drivers.
- Experience with consumption-based or usage-based pricing models.
- Experience supporting FP&A, strategic finance, or investor-facing analysis.
- Experience building self-service dashboards or forecasting tools used by Finance and Product partners.
- Experience establishing forecast evaluation frameworks or governance practices.
- Hands-on exposure to time series foundation models, LLMs, or agentic AI for forecasting and decision support.

## Why This Role Matters

Accurate revenue and COGS forecasts are the foundation for how Klaviyo plans investments, prices new products, and manages margin. As our portfolio adds consumption-based products, the ability to connect customer usage to revenue and delivery cost will become one of the most important inputs to our decisions. In this role, you'll build that capability from the ground up and help make forecasting a trusted, repeatable practice across the company. 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: $148,000—$222,000 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.

Get to Know Klaviyo

We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.

AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.

By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our [Guidelines for using AI in the Klaviyo interview Process](https://www.klaviyo.com/careers/ai-guidance). For more information about how we process your personal data, see our [Job Applicant Privacy Notice](https://www.klaviyo.com/legal/job-applicant-privacy-notice).

Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.

IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.

By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice.  If you do not wish for Klaviyo to process your Personal Data, please do not submit an application.  You can find our Job Applicant Privacy Notice [here](https://www.klaviyo.com/legal/job-applicant-privacy-notice) and [here](https://www.klaviyo.com/fr/legal/job-applicant-privacy-notice) (FR).

## About Klaviyo

## Company Overview
- **One-liner**: Klaviyo is an AI-first B2C CRM platform that unifies customer data, marketing automation, and analytics to help brands create personalized, revenue-driving customer experiences.
- **Entity Type**: Public (NYSE: KVYO)
- **Headquarters**: Boston, Massachusetts, USA (Global headquarters; also offices in San Francisco, Denver, London, Dublin, Sydney, Singapore, Paris)
- **Founded**: 2012
- **Founders**: Andrew Bialecki and Ed Hallen

## Core Business
- **Primary industry**: Marketing technology / Customer Data Platform / B2C CRM
- **Target customers**: B2C brands (e.g., ecommerce, retail, consumer goods) – from SMB to enterprise; 193,000+ paying customers in 80+ countries
- **Mission or purpose**: “Empower creators and brands to own their growth” – built to solve the customer data problem and strengthen customer relationships.

## Products & Services
- **Klaviyo B2C CRM**: Unified platform combining customer data platform (CDP), marketing automation, analytics, and customer service into a single AI-first system.
- **Email Marketing**: Core channel for personalized, automated email campaigns.
- **SMS / RCS / WhatsApp / Mobile Push**: Omnichannel messaging with real-time triggers.
- **Klaviyo CDP**: Built-in customer data platform that unifies profiles from 350+ native integrations.
- **Reviews**: Product review and social proof functionality (launched 2023).
- **Marketing Attribution & Analytics**: Optimization and attribution tools (launched 2018).
- **Developer Tools**: APIs, webhooks, SDKs, warehouse syncs, and AI agent integrations (ChatGPT, Claude, MCP).

## Market Standing
- **Valuation/Market Cap**: Public company; latest market cap available from NYSE trading data (not provided in search results).
- **Key Metric**: Public company – refer to latest SEC filings (10-K/10-Q) for revenue and profitability. Private metrics: 193,000+ customers, 2,000+ employees, 7+ billion daily events processed.
- **Notable Investors/Partners**: Co-CEOs Andrew Bialecki and Chano Fernandez; strategic investors include Summit Partners and others (prior to IPO). Key integrations with Shopify, Salesforce, Meta, and 350+ other platforms.
- **Growth Signals**: Appointed Chano Fernández as co-CEO (January 2026); launched unified B2C CRM in 2025; 2,000+ employees worldwide; expanding into new channels (RCS, WhatsApp); strong AI-first positioning.

## Competitive Advantages
- **Data-first architecture**: Built on a flexible customer data platform that unifies data, analytics, and execution – no need for separate CDP or middleware.
- **AI-native**: AI is embedded in the product (AI agents, automated insights, one-click execution) and in the company culture (“AI is in our DNA”).
- **Scale and reliability**: Processes 7+ billion daily events; enterprise-grade security, uptime SLAs, and peak-season support (e.g., Black Friday/Cyber Monday).
- **Integration ecosystem**: 350+ pre-built integrations with major ecommerce, payment, CRM, and analytics tools.
- **Developer-friendly**: Full APIs, webhooks, SDKs, and agentic workflow connectors (MCP, Claude, ChatGPT).

## Strategic Focus
- **Unified B2C CRM**: Consolidating fragmented legacy stacks (CDP, marketing automation, service) into one platform.
- **AI-first product development**: Leveraging AI agents and machine learning to automate personalization and campaign execution.
- **International expansion**: Offices in Europe, Asia-Pacific, and Middle East (Singapore, Paris, Sydney).
- **Enterprise growth**: Targeting large brands with dedicated CSMs, compliance, and advanced security.
- **Talent and culture**: Hiring for “ambitious people” with emphasis on ownership, feedback, and meaningful challenges.

## Why Work Here
- **Culture**: Values-driven with a focus on “put customers first”, “stay hungry, stay humble”, “move fast, no shortcuts”, and “win together”. High agency and autonomy expected.
- **Hybrid/Remote**: Hybrid workspace model (offices in Boston, San Francisco, Denver, London, Dublin, Sydney, Singapore, Paris). Flexible PTO, company-wide Recharge Days, and a fully paid sabbatical every five years.
- **Benefits**: Comprehensive health and wellness, financial benefits (retirement support, stock discounts), family care (parental leave), learning stipends, and mentorship.
- **Engineering culture**: “Be meticulous in your craft” – solving complex problems at scale, AI and ML teams shaping the future of customer connections. Strong emphasis on continuous learning and growth.
- **Diversity and inclusion**: Intentionally woven into team building, customer service, and product creation.

## Sources
1. [klaviyo.com/careers](https://www.klaviyo.com/careers)
2. [klaviyo.com/about](https://www.klaviyo.com/about)
3. [klaviyo.com](https://www.klaviyo.com/)
4. [indeed.com/cmp/Klaviyo/about](https://www.indeed.com/cmp/Klaviyo/about)
5. [builtin.com/company/klaviyo](https://builtin.com/company/klaviyo)

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