Head of Engineering, Finance Systems
About the role
The Head of Engineering, Finance Systems will be responsible for defining and executing the multi-year vision for Klaviyo’s Finance technology stack, aligning with the CFO’s agenda and the company’s financial plan. This role will lead a high-performing team, manage IT General Controls (ITGCs) and other key controls, and partner with senior Finance and GTS leaders to drive automation, control, and insight across procure-to-pay, record-to-report, and order-to-cash processes.
Responsibilities
- Define and maintain the multi-year strategy and roadmap for Klaviyo’s Finance technology stack, 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.
- Manage 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.
- Lead the push to make Finance one of the most automated, insight-driven functions in the company, identifying and delivering high-value AI use cases across the Finance workflow.
- Partner 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 systems, owning 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.
- Own the Finance systems portfolio budget (applications, services, and related programs), including vendor selection, contract evaluation, and ROI analysis for major investments.
- Manage 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 communicator, serving 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.
Requirements
- 15+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company.
- 4+ years leading teams, including managers, responsible for order-to-cash, record-to-report, procure-to-pay, revenue/billing, and financial close systems.
- Deep, practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors.
- Solid understanding of enterprise-led growth and system features required to enable moving upmarket.
- Fluency in ERP and Finance application architecture (NetSuite/Oracle, Coupa, Avalara, Zip, Zuora, or similar), integration patterns, and how Finance data flows across a modern tech stack.
- Led strong engineering team with AI build-first mentality coupled with engineering excellence.
- Personally built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep, and can speak to what worked and what didn't.
- A reputation as a trusted partner to engineering and finance leadership; someone who translates complexity into clear decisions and earns credibility with CFOs, CAOs, Controllers, Revenue Operations, and auditors alike.
Qualifications
- Master’s degree in Finance, Accounting, Information Systems, Computer Science, or a related field.
- Proven track record of successfully leading complex projects and managing cross-functional teams.
- Experience with ERP systems (NetSuite/Oracle) and finance applications (Coupa, Avalara, Zip, Zuora).
- Strong understanding of financial reporting, accounting principles, and regulatory compliance.
- Excellent communication and collaboration skills, with the ability to work effectively with both technical and non-technical stakeholders.
- Ability to prioritize tasks and manage multiple projects simultaneously.
- Experience with project management tools and methodologies (e.g., Agile, Scrum).
Skills
- Enterprise ERP and Finance application architecture (NetSuite/Oracle, Coupa, Avalara, Zip, Zuora, etc.)
- Integration patterns and Finance data flow
- SOX ITGC experience and internal audit working relationships
- Financial reporting and accounting principles
- Project management and Agile methodologies
- Leadership and team management
- Communication and collaboration skills
- Experience with AI and automation in Finance workflows
Benefits
- Comprehensive health, welfare, and wellbeing benefits based on eligibility.
- Annual cash bonus plan and variable compensation (OTE) for sales and customer success roles.
- Equity and sign-on payments.
Pay
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.
Schedule
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.