Product Leader, Finance Engineering

About the role

The Product Lead, Finance Systems, will lead the development and execution of Klaviyo’s Finance technology stack, focusing on procure-to-pay, order-to-cash, revenue and billing, record-to-report, and order-to-cash processes. This role will also drive AI-native transformation across Finance, ensuring that Klaviyo’s Finance operations are one of the most automated and insight-driven in the company.

Responsibilities

• Define and maintain the multi-year strategy and roadmap for Klaviyo’s Finance technology stack, aligning with 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.
• Collaborate with application owners, x-functional teams, business systems analysts, administrators, and integration specialists to drive functional design and deliver the agreed-upon roadmap.
• Set clear expectations around timelines, measurable business outcomes with Finance stakeholders.
• Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. Identify and deliver high-value AI use cases across the Finance workflow.
• Partner directly with Klaviyo's AI and data platform teams and Finance Engineering to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company.
• Design and optimize core Finance processes and systems, partnering with Controllership, FP&A, Tax, Treasury, and Procurement leaders to improve 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.
• 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; translating business strategy into clear product technical decisions and trade-offs.

Requirements

• 10+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company.
• 4+ years in product design, responsible for order-to-cash, record-to-report, procure-to-pay, revenue/billing, and financial close systems.
• Solid understanding of practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors.
• 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.
• Partnering with strong engineering team with an AI build-first mentality.
• 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

• Experience in managing complex systems and processes.
• Strong understanding of financial systems and processes.
• Excellent communication and collaboration skills.
• Ability to work independently and manage multiple projects simultaneously.
• Knowledge of AI and automation in Finance.