Lead Treasury Analyst
Role summary
Klaviyo is seeking a Lead Treasury Analyst to manage global cash, liquidity, insurance, and FX risk. This role involves daily cash positioning and forecasting, building FX and risk management skills, and partnering with banking, accounting, and FP&A stakeholders. The ideal candidate has a foundation in treasury or corporate finance, strong financial modeling skills, experience with global cash management, and a desire to grow in treasury. Responsibilities include synthesizing data, monitoring FX exposure, supporting hedging strategies, preparing reports, managing bank accounts, and identifying process improvements. The role requires strong communication, analytical, and organizational skills, with advanced Excel proficiency. A Bachelor's degree in Finance, Accounting, or a related field and 8+ years of progressive experience in treasury or corporate finance are required.
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.
About the team and role:
Klaviyo's Treasury team manages the company's global cash, liquidity, insurance and foreign exchange (FX) risk so the business can operate and grow with confidence. As Lead Treasury Analyst, you'll take ownership of day-to-day global cash positioning and forecasting while building the FX, risk-management, and cross-functional skills needed to grow further into a Treasury career. This role is ideal for someone with a foundation in treasury or corporate finance who is eager to take the next step: you already know the fundamentals of cash management and forecasting, have basic exposure to FX concepts, and are ready to own more of the process and partner directly with banking, accounting, and FP&A stakeholders. This is a highly collaborative role — you'll work closely with the Treasury Director and cross-functional partners in an environment where ideas and perspectives are shared constantly, and strong interpersonal skills matter as much as technical ones.
How you'll make a difference:
The essential job duties for this role include:
Who you are:
Education and Experience:
Massachusetts 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.
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.
Get to Know Klaviyo
We’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 the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
