In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed finance’s power to align teams, influence decisions, and shape business outcomes—ultimately convincing her to pursue finance leadership as her long-term path.
Now Watch our Complete Episode Featuring CFO Amanda Whalen of Kaviyo
Amanda Whalen’s finance journey began with a bold career pivot—from strategy to CFO—when a business leader recognized her strength as a transformative operator. At Klaviyo, she’s applied that same mindset to help scale the company through rapid growth, margin expansion, and a successful IPO. Her finance leadership centers on real-time data, disciplined capital allocation, and cross-functional enablement. She builds finance teams that think like operators, empowers FP&A as business partners, and invests in automation and AI to unlock strategic capacity. Whalen believes finance should lead with insight, act with speed, and always plan for the business two years ahead.
| CFO’s Strategy Playbook |
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| • Build for scale, not today |
| • Align finance with operations |
| • Make data actionable daily |