Director, Finance Technology Systems (San Francisco)
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 to see how we empower creators to own their own destiny.HYBRID in San FranciscoAt Klaviyo, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.About the teamKlaviyo went public in 2023 and is scaling fast. This is a rare chance to architect the Finance systems foundation for a company at this inflection point.The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale.The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure‑to‑pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.This role reports to the Senior Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.What You'll DoAs the Director, Finance Technology Systems, you will be the accountable technology leader for Klaviyo’s Finance application landscape and core financial workflows. You will define and execute the multi‑year vision for our Finance systems, lead a high‑performing team, and partner with senior Finance and GTS leaders to deliver automation, control, and insight across our procure‑to‑pay, record‑to‑report, and order‑to‑cash processes.Own the Finance systems vision and roadmapDefine and maintain the multi‑year strategy and roadmap for Klaviyo’s Finance technology stack (ERP, procure‑to‑pay, revenue and billing, treasury, close and reconciliation tooling), aligned to the CFO’s agenda and the company’s financial plan.Translate Finance, Accounting, Tax, and FP&A objectives into clear systems investments and sequencing, balancing foundational platform work with high‑impact automation and analytics use cases.Lead and develop the Finance Technology teamManage and grow a team of application owners, business systems analysts, administrators, and integration specialists who collectively own the Finance systems portfolio and its integrations.Set clear expectations around domain ownership, service reliability, partnership with Finance stakeholders, and measurable business outcomes; build strong succession and leadership bench strength within the team.Drive AI-native transformation across Finance Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the Finance workflow. You'll partner directly with Klaviyo's AI and data platform teams to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it.Design and optimize core Finance processes and systemsPartner with Controllership, FP&A, Tax, Treasury, and Procurement leaders to design and continuously refine end‑to‑end Finance workflows across procure‑to‑pay, record‑to‑report, and order‑to‑cash, ensuring systems and processes are tightly aligned.Ensure our ERP and Finance applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high‑quality financial data that downstream teams can trust.Own SOX, controls, and audit readiness for Finance systemsOwn the design, implementation, and operation of IT General Controls (ITGCs) and other key controls across Finance applications, in partnership with Internal Audit, Security, and external auditors.Continually simplify and automate controls and evidence collection so audits are reliable and predictable, with fewer deficiencies and lower friction for Finance and GTS teams.Manage the Finance systems portfolio and vendorsOwn the Finance systems portfolio budget (applications, services, and related programs), including vendor selection, contract evaluation, and ROI analysis for major investments.Rationalize overlapping tools, simplify the application landscape, and ensure Finance systems integrate cleanly with G&A, GTM, and data platforms.Act as a strategic partner and communicatorServe as the primary technology partner for the CFO, Controller, and Finance leadership team on systems, data, and process topics; translate business strategy into clear technical decisions and trade‑offs.Represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring Finance needs are anticipated and built into wider GTS and company roadmaps.Who You AreYou've spent your career at the intersection of Finance and technology and you've moved beyond just keeping systems running. You think in roadmaps, outcomes, and partnerships. You know what a well-run Finance technology function looks like, and you know how to build one.You've led teams through real complexity: ERP transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you. Additionally, you use AI tools to accelerate exploration, shorten iteration cycles, and bring sharper ideas to the table.Specifically, you likely bring:15 years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company4 years leading teams, including managers, responsible for ERP, procure-to-pay, revenue/billing, and financial close systemsDeep, practical SOX ITGC experience and a clean track record working with Internal Audit and external auditorsFluency in ERP and Finance application architecture (NetSuite/Oracle, Coupa, or similar), integration patterns, and how Finance data flows across a modern tech stackA reputation as a trusted partner to Finance leadership; someone who translates complexity into clear decisions and earns credibility with CFOs, Controllers, and auditors alikeYou'll especially thrive here if you've:Led Finance technology through an IPO, public-company readiness program, or major transformationBuilt or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn'tCome up through Finance or Accounting earlier in your career and still enjoy going deep on the details when it mattersWe use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.Please see the independent bias audit report covering our use of Covey hereMassachusetts 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:$184,000—$276,000 USDGet to Know KlaviyoWe’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 th
