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Senior Financial Analyst – R&D

Boston💼 Full-time💰 $96,000–$96,000🗓 2026-05-26 → 2026-07-31

Core

Senior Financial Analyst driving R&D OpEx forecasting, resource allocation, and financial modeling for Klaviyo's innovation engine.

Role type

Senior IC financial analyst (R&D)

Builds

Flexible financial models for R&D headcount, capitalized software, and build vs. buy decisions

Domain

SaaS / Ecommerce / R&D Finance

Deliverable

production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work

Required skills

Financial modeling, forecasting, scenario planning, cloud spend analysis, strategic tradeoff analysis, cross-functional partnership, data-driven risk identification, Excel/Google Suite proficiency, ERP/BI tool experience

Preferred skills

AI tool experimentation, storytelling for non-financial audiences, experience with Pigment/Adaptive/Planful/NetSuite

Responsibilities

Manage annual/quarterly R&D OpEx forecasting and monthly close; Advise Engineering/Product/GTS leaders on financial implications of strategic decisions; Build financial models for product initiatives and infrastructure investments; Analyze cloud spend efficiency; Partner cross-functionally on planning and forecasting; Support implementation of forecasting tools

Seniority

Senior, hands-on IC

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