Product Leader, Finance Engineering

United States Digital Space LLC; Boston (MA); On-site; USD 190,000 - 280,000; Full time

Job summary

Klaviyos is seeking a strategic Product Lead, Finance Systems, to own the company’s finance application landscape and core workflows. You will define the multi-year vision and partner with Finance and GTS leaders to drive automation, control, and insight across procure-to-pay, record-to-report and order-to-cash.

You will lead AI-driven improvements, align ERP/Finance architecture, and ensure integrations and data quality across the back-office stack in a high-growth, public SaaS business.

Qualifications

• 10+ years in enterprise or business systems with 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
• Understanding of SOX ITGC and working with Internal Audit and external auditors
• Fluency in ERP/Finance application architecture and integration patterns to enable modern finance stack
• Experience building or scaling AI and automation in Finance workflows

Responsibilities

• Own and communicate the Finance systems vision and multi-year roadmap.
• Translate Finance objectives into clear system investments and sequencing.
• Collaborate with owners and analysts to drive design and deliver the roadmap.
• Lead AI-native transformation across Finance and embed AI into core processes with guardrails.
• Design and optimize end-to-end Finance workflows across procure-to-pay, record-to-report, and order-to-cash.
• Partner with CFO and Finance leadership to translate strategy into technical decisions and align with company roadmaps.

Skills

Product design

Finance tech

ERP/Finance architecture

AI in Finance

SOX ITGC

Executive partner

Tools

NetSuite/Oracle

Coupa

Avalara

Zuora

Job description

*At the company, we value the unique backgrounds, experiences and perspectives each the company (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 the company? Visit the company.com/careersto see how we empower creators to own their own destiny.

At the company, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.

About the team

the company went public in 2023 and is scaling fast. This is a rare chance to make a difference in building Finance systems 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 the company 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 Senior Director, G&A Systems and leads the team responsible for Finance Technology Solutions across the company.

What You’ll Do

As the Product Lead, Finance Systems, you will be the accountable technology leader for the company’s Finance application landscape and core financial workflows. You will define and execute the multi‑year vision for our Finance systems, and partner with senior Finance and GTS leaders to deliver automation, control, and insight across our procure‑to‑pay, record‑to‑report, and order‑to‑cash processes.

Own the Finance systems vision and roadmap

• Define and maintain the multi‑year strategy and roadmap for the company’s Finance technology stack ( procure‑to‑pay, order‑to‑cash( revenue and billing,treasury), record‑to‑report( close and reconciliation), aligned to 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.

Deliver on the Roadmap

• Collaborate with application owners, x-functional teams, business systems analysts, administrators, and integration specialists in driving functional design and delivering the agreed upon roadmap

• Set clear expectations around timelines, measurable business outcomes with Finance stakeholders

Drive AI-native transformation across Finance

• Lead the company'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 Finance workflow.

• You'll partner directly with the company'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 product mindset and partner 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

• Serve as the primary technology partner for the CFO, Controller, and Finance leadership team on systems, data, and process topics; translate business strategy into clear product technical decisions and trade‑offs.

• As needed, represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring Finance needs are anticipated and built into wider GTS and company roadmaps.

Who You Are

You've spent your career at the intersection of Product, Finance and Technology and you've moved beyond just keeping systems running. You think in product design, roadmaps, outcomes, and partnerships. You know what a well‑run Finance technology function looks like, and you know how to build one.

You've worked in or led teams through real complexity: ERP and other transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you.

Specifically, you likely bring:

• 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

• Understanding of practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors

• Solid understanding of enterprise-led growth and system features required to enable moving upmarket

• 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 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 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

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 r