Order to Cash Track Lead, Finance Engineering

About the role

Klaviyo went public in 2023 and is scaling fast. 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 Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

Responsibilities

• Own the O2C track: execute on the roadmap for Klaviyo’s O2C stack aligned to company priorities by translating business requirements into functional and technical design.
• Bring first‑principles thinking to design; integrate CPQ to NetSuite and ensure Enterprise capabilities are delivered at scale.
• Analyze O2C systems landscape and provide recommendations to set Klaviyo for the future.
• Ensure highest code quality by thorough test case thinking and rigorous build and test.
• Own SOX, controls, and audit readiness for finance systems: design, implement, and operate IT General Controls (ITGCs) and other key controls across O2C applications, partnering 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.
• Drive AI‑native transformation across Finance: identify and deliver high‑value AI use cases across the O2C workflow, partnering with AI and data platform teams and Finance Engineering to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and public‑company rigor.
• Design and optimize core Finance processes and systems: partner with Controllership, Tax, Treasury leaders to improve and continuously refine end‑to‑end O2C workflows ensuring systems and processes are tightly aligned.
• Ensure ERP and other SaaS O2C applications are configured, integrated, and operated to support accurate, timely close,