---
title: 'Lead Treasury Analyst at Klaviyo'
canonical: 'https://feeny.ai/job/lead-treasury-analyst-klaviyo-boston-8rwk351mc9rf'
type: 'job'
last_seen: '2026-09-10'
---

# Lead Treasury Analyst at Klaviyo

- **Company:** Klaviyo
- **Location:** Boston, MA
- **Compensation:** $128k–$192k
- **Posted:** 2026-09-04
- **Last confirmed live:** 2026-09-10
- **Apply:** https://www.klaviyo.com/careers/jobs/7986742003?gh_jid=7986742003

## 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 and role:

Klaviyo's Treasury team manages the company's global cash, liquidity, insurance and foreign exchange (FX) risk so the business can operate and grow with confidence. As Lead Treasury Analyst, you'll take ownership of day-to-day global cash positioning and forecasting while building the FX, risk-management, and cross-functional skills needed to grow further into a Treasury career. This role is ideal for someone with a foundation in treasury or corporate finance who is eager to take the next step: you already know the fundamentals of cash management and forecasting, have basic exposure to FX concepts, and are ready to own more of the process and partner directly with banking, accounting, and FP&A stakeholders. This is a highly collaborative role — you'll work closely with the Treasury Director and cross-functional partners in an environment where ideas and perspectives are shared constantly, and strong interpersonal skills matter as much as technical ones.

How you'll make a difference:

The essential job duties for this role include:

- Synthesize complex cash, forecasting, and FX data into clear, concise analysis and reporting for the Treasury Director and senior management, with confidence presenting findings and recommendations.
- Monitor the company's FX exposure arising from international receivables, intercompany transactions, and foreign currency balances, and flag emerging risks.
- Support the development and execution of FX hedging strategies in partnership with the Treasury Director, including trade execution and settlement tracking.
- Prepare treasury reporting and KPIs (cash position, forecast accuracy, FX exposure, liquidity metrics) for senior leadership.
- Own daily global cash positioning across multiple entities, currencies, and banking partners, ensuring accurate visibility into consolidated cash balances.
- Build, maintain, and continuously improve sophisticated short- and long-term cash flow forecasting and financial models to support liquidity planning and working capital decisions.
- Initiate and review wire transfers, funds transfers, and intercompany settlements, ensuring appropriate controls and approvals are followed.
- Manage bank account administration, including account opening/closing, signatory updates, KYC documentation, and banking fee analysis.
- Monitor cash and investment balances for compliance with the corporate investment policy, and evaluate short-term investment options for excess cash.
- Partner with Accounting on treasury-related reconciliations, journal entries, and month-end close activities.
- Identify and help implement process improvements and automation opportunities within the Trovata (the Treasury forecast system) and banking platforms.
- Support external audit and bank requests as needed.
- Collaborate closely and continuously with Accounting, FP&A, Tax, and Legal, actively contributing ideas and perspective in a highly collaborative team environment.
- Performs other related duties as assigned.

Who you are:

- Very strong interpersonal and communication skills; genuinely enjoys a collaborative environment built on openly sharing thoughts and ideas.
- Strong financial modeling skills, with the ability to independently build, stress-test, and explain cash flow models.
- Demonstrated ability to manage global, multi-currency cash positions across several banking relationships.
- Basic working knowledge of FX concepts (exposure, hedging, spot/forward transactions) and a genuine eagerness to deepen that expertise.
- Confidence and skill in synthesizing complex data into clear insights, narratives, and recommendations for senior management.
- Excellent analytical and problem-solving skills with strong attention to detail and data accuracy with assistance of AI.
- Excellent organizational and time-management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
- A self-starter mindset with the ambition and readiness to grow into a treasury management role.
- Ability to work independently with minimal supervision while knowing when to escalate.
- Advanced Microsoft Excel/Google Sheets skills; experience with CitiDirect and banking/FX platforms (e.g., FXAll) is a plus.
- High intellectual curiosity and a bias toward improving and simplifying existing processes via AI.

Education and Experience:

- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 8+  years of progressive experience in treasury, corporate finance, or cash management, typically including time as a Treasury Analyst or Senior Treasury Analyst.
- Experience with treasury management systems, ERP systems, and banking portals preferred.
- Certified Treasury Professional (CTP) or progress toward the certification is a plus, but not required.

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: $128,000—$192,000 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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- [Lead Treasury Analyst](https://feeny.ai/job/lead-treasury-analyst-klaviyo-san-francisco-wfsqya9v644z) — San Francisco, CA
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