Edtech.com's Summary

Kajabi is hiring a Finance Director to lead financial planning and analysis functions, ensuring financial clarity and strategic partnership with senior leadership. The role involves managing budgeting, forecasting, financial reporting, and investor communications, while driving improvements in financial systems and SaaS performance metrics.

Highlights

Lead FP&A functions including weekly, monthly, and quarterly reporting, budget vs. actual analysis, and annual forecasting
Manage Board and Executive financial reporting processes and prepare data-rich materials
Collaborate with department leaders to provide financial insights supporting decision-making
Build and automate financial models and reporting tools to improve accuracy and efficiency
Maintain financial systems and data integrity, working closely with the Accounting team
Mentor and scale a small FP&A team aligned with business growth
Leverage SaaS metrics (ARR, MRR, NRR, churn, CAC, LTV) for performance insights
Required skills include expertise in Excel/Google Sheets and financial planning tools like Abacum, Planful, or Pigment; knowledge of business intelligence tools such as Looker or Hex is a plus
Qualifications: 7+ years in FP&A with minimum 3 years in SaaS, experience preparing Board materials, strong SaaS financial modeling skills, Bachelor’s degree in Finance or related field (MBA or CPA preferred)
Compensation ranges from $155,000 to $204,000 plus equity and bonus, with comprehensive company-paid benefits including health insurance, 401(k) match, wellness perks, and flexible vacation policy

Finance Director Full Description

About Us

Founded in 2010, and Headquartered in Newport Beach, California, Kajabi is the leading creator commerce platform, helping creators turn their knowledge, experience, and expertise into sustainable online businesses. With Kajabi's integrated platform, creators have a single ecosystem to build and market their digital products, including online courses, communities, live coaching, and more. Tens of thousands of creators and entrepreneurs rely on Kajabi as the backbone of their business and have collectively earned over $9 billion from more than 85 million customers. Learn more at kajabi.com.

Director of Finance

We are seeking an experienced and detail-oriented Director of Finance to lead core FP&A functions and drive financial clarity across the organization. Reporting to the VP of Finance, this role will be a key strategic partner to senior leadership and will play a critical role in financial planning, business performance analysis, and investor communications.

This is a high-impact role for a hands-on finance leader with a deep understanding of SaaS business models, performance metrics, and operational execution.

Key Responsibilities

Own all core FP&A processes including: weekly, monthly, and quarterly reporting packages and dashboards; Budget vs. Actual (BvA) reporting, variance analysis, and cost center reviews; annual planning, forecasting, and scenario modeling
Lead the end-to-end Board and Executive reporting process, including the creation of clear, compelling, and data-rich Board materials
Partner cross-functionally with department leaders to provide financial insights and support decision-making
Build, automate, and continuously improve financial models and internal reporting tools
Drive forecast accuracy and ensure alignment with company OKRs and strategic priorities
Maintain and improve financial systems and data integrity; collaborate with the Accounting team on monthly close and reconciliations
Mentor a small but high-performing FP&A team as the business scales
Leverage SaaS analytics tools and benchmarks (e.g., SaaS KPIs, retention, CAC, LTV, NRR) to drive insights
Drive continuous improvement of financial systems, tools, and reporting processes.
Champion a data-driven culture within the organization by collaborating with cross-functional teams and translating data into actionable insights

Qualifications

7+ years of progressive experience in FP&A, including at least 3+ years in SaaS (B2SMB preferred)
Proven ability to own the financial reporting and planning process end-to-end
Strong understanding of SaaS metrics and financial modeling, including experience with cohorted data, ARR, MRR, NRR, Churn and other SaaS metrics
Demonstrated experience preparing Board materials and investor-ready financial decks
Expertise with Excel / Google Sheets and financial planning tools (e.g., Abacum, Planful, Pigment, or similar platforms)
Experience with business intelligence tools (e.g., Looker, Hex) is a plus
Excellent communication skills with the ability to translate complex data into actionable insights
Comfortable working in a fast-paced, high-growth environment
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)

Bonus if you have

Experience working in a growth-focused environment
Familiarity with the creator industry

Kajabi Team Benefits Package

Company paid premiums for medical, dental and vision insurance for self and family.
Company sponsored HSA account.
Company 401K, 100% match up to 6% of employee contributions.
Flexible vacation policy.
Fitness incentives package.
Company funded mental health resources.
Wellness perks.

In-Office Requirement Statement

We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection.

This role will work 2-3 days a week out of our Newport Beach, CA office.

Pay Range

At Kajabi we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.

US based applicants only.

$155,000—$204,000 + equity + bonus

How To Apply

Sound like a good fit for you? Click apply, below!

Kajabi LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, disability, age, veteran status, or any other basis protected by applicable law.

Original Job Description

About Us

Director of Finance

This is a high-impact role for a hands-on finance leader with a deep understanding of SaaS business models, performance metrics, and operational execution.

Key Responsibilities

Own all core FP&A processes including: weekly, monthly, and quarterly reporting packages and dashboards; Budget vs. Actual (BvA) reporting, variance analysis, and cost center reviews; annual planning, forecasting, and scenario modeling
Lead the end-to-end Board and Executive reporting process, including the creation of clear, compelling, and data-rich Board materials
Partner cross-functionally with department leaders to provide financial insights and support decision-making
Build, automate, and continuously improve financial models and internal reporting tools
Drive forecast accuracy and ensure alignment with company OKRs and strategic priorities
Maintain and improve financial systems and data integrity; collaborate with the Accounting team on monthly close and reconciliations
Mentor a small but high-performing FP&A team as the business scales
Leverage SaaS analytics tools and benchmarks (e.g., SaaS KPIs, retention, CAC, LTV, NRR) to drive insights
Drive continuous improvement of financial systems, tools, and reporting processes.
Champion a data-driven culture within the organization by collaborating with cross-functional teams and translating data into actionable insights

Qualifications

7+ years of progressive experience in FP&A, including at least 3+ years in SaaS (B2SMB preferred)
Proven ability to own the financial reporting and planning process end-to-end
Strong understanding of SaaS metrics and financial modeling, including experience with cohorted data, ARR, MRR, NRR, Churn and other SaaS metrics
Demonstrated experience preparing Board materials and investor-ready financial decks
Expertise with Excel / Google Sheets and financial planning tools (e.g., Abacum, Planful, Pigment, or similar platforms)
Experience with business intelligence tools (e.g., Looker, Hex) is a plus
Excellent communication skills with the ability to translate complex data into actionable insights
Comfortable working in a fast-paced, high-growth environment
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)

Bonus if you have

Experience working in a growth-focused environment
Familiarity with the creator industry

Kajabi Team Benefits Package

Company paid premiums for medical, dental and vision insurance for self and family.
Company sponsored HSA account.
Company 401K, 100% match up to 6% of employee contributions.
Flexible vacation policy.
Fitness incentives package.
Company funded mental health resources.
Wellness perks.

In-Office Requirement Statement

We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection.

This role will work 2-3 days a week out of our Newport Beach, CA office.

Pay Range

US based applicants only.

$155,000—$204,000 + equity + bonus

How To Apply

Sound like a good fit for you? Click apply, below!

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Edtech.com's Summary

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