Lead Analyst, Strategic Finance & Analytics

The role

You will build and maintain forecasting models for recognized revenue and cost of goods sold. This role involves connecting product workloads to unit economics and partnering with Finance, Product, and Engineering teams.

What you will do

• Build and maintain forecasting models for recognized revenue and COGS.
• Connect product workloads to unit economics.
• Build forecasts that scale with the business across multiple time horizons.
• Partner with Finance and FP&A to translate planning mechanics into frameworks.
• Monitor model performance, tracking accuracy, bias, and drift.
• Lead variance investigations when actuals diverge from forecast.
• Run scenario and sensitivity analyses for pricing and product decisions.
• Partner with Analytics Engineering on reliable pipelines and dbt models.
• Establish technical standards for forecasting methodology and code quality.
• Communicate modeling decisions to technical and non-technical audiences.

Required qualifications

• 8+ years of experience in data science, analytics engineering, strategic finance, or a related quantitative field.
• Hands-on experience building and deploying forecasting models in production.
• Strong foundations in statistics and time series forecasting.
• Experience applying hierarchical, probabilistic, or machine learning approaches.
• Highly proficient in SQL and Python or R.
• Experience building production-quality analytical solutions.
• Familiarity with dbt and modern analytics engineering practices.
• Experience with cloud data platforms and distributed processing systems.
• Experience with revenue, pricing, usage-based, or subscription data.
• Demonstrated technical leadership by setting direction on complex projects.
• Degree in Statistics, Mathematics, Computer Science, Economics, Finance, Engineering, or another quantitative field, or an advanced degree with a quantitative emphasis.

Nice to have

• Experience forecasting COGS, cloud or infrastructure costs, or other unit-cost drivers.
• Experience with consumption-based or usage-based pricing models.
• Experience supporting FP&A, strategic finance, or investor-facing analysis.
• Experience building self-service dashboards or forecasting tools.
• Experience establishing forecast evaluation frameworks or governance practices.
• Hands-on exposure to time series foundation models, LLMs, or agentic AI for forecasting and decision support.

Benefits

• Annual cash bonus plan
• Variable compensation (OTE) for sales and customer success roles
• Equity
• Sign-on payments
• Health, welfare, and wellbeing benefits

About the company

Klaviyo empowers creators to own their destiny by making first-party data accessible and actionable. The Strategic Finance & Analytics team helps leaders understand, measure, and plan for business performance.