Order to Cash Lead, Financial Systems

SupportFinity™; Boston (MA); On-site; USD 170,000 - 210,000; Full time

Job summary

Klaviyo seeks an O2C Track Lead, Finance Systems, to own the O2C landscape and core financial workflows. You will lead enterprise and international expansion capabilities, aligning requirements with scalable design and ensuring high-quality code through thorough testing.

You will own IT controls, audit readiness, and drive AI-powered enhancements across Finance, partnering with cross-functional teams to deliver measurable impact for a public SaaS company.

Qualifications

• Experience leading ERP/financial systems integrations (NetSuite/Oracle)
• Knowledge of IT General Controls (ITGCs) and audit readiness
• Ability to drive AI-native transformation in Finance

Responsibilities

• Own the Order to Cash (O2C) track and roadmap within Klaviyo’s Finance Systems landscape.
• Own SOX, ITGCs, controls, and audit readiness across O2C applications, coordinating with Internal Audit and external auditors.
• Drive AI-native transformation across Finance by partnering with AI and data platform teams.
• Design and optimize core Finance processes and systems in collaboration with Controllership, Tax, and Treasury.

Job description

Title: Order to Cash Track Lead, Finance | Engineering Company: Klaviyo | Industry: Software | Onsite Expectation: 3 days onsite to start (flex, but most people go in T/W/TH), could change to more days onsite later. Start Date: ASAP | Duration: Direct Hire | Schedule: 40 hours/week, flex with hours | Location: 125 Summer Street, Boston, near South Station, Downtown Crossing

Klaviyo went public in 2023 and is scaling fast. This is a rare chance to lead and build the Order to Cash (O2C) foundation for a company at this inflection point. 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.

What You'll Do

As the Order to Cash (O2C) Lead, Finance Systems, you will be the accountable technology leader for Klaviyo’s O2C application landscape and core financial workflows. You will lead Enterprise and International Expansion capabilities that will provide revenue uplift for Klaviyo.

Own the O2C track

Execute on the roadmap for Klaviyo’s O2C stack aligned to the company priorities by translating business requirements into functional and technical design. Bring first‑principles thinking to your design. Integrate CPQ to NetSuite and ensure that all Enterprise capabilities are delivered with scale. Look at the O2C systems landscape and provide recommendations to set Klaviyo for the future. Ensure we deliver with the highest code quality by thoroughly thinking through test cases and applying rigorous build and test.

Own SOX, controls, and audit readiness for Finance systems

Own the design, implementation, and operation of IT General Controls (ITGCs) and other key controls across O2C applications, in partnership 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

Lead Klaviyo's push to make Finance one of the most automated, insight‑driven functions in the company. You'll identify and deliver high‑value AI use cases across the O2C workflow. You'll 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. This isn't a future‑state vision, it's work already underway, and you'll own it from a Product standpoint.

Design and optimize core Finance processes and systems

Have a leader mindset and partner with Controllership, Tax, Treasury leaders to improve and continuously refine end‑to‑end O2C workflows