Associate, Finance & Business Operations

The Associate, Finance & Business Operations at Kajabi will play a crucial role in driving the company's growth and market position in the Knowledge Economy. They will be responsible for analyzing data to develop business and growth strategies, refine market understanding, and drive key strategic and operational projects. With exceptional analytical skills and an entrepreneurial mindset, the Associate will shape the future of the company by better understanding customers and products. This role will report to the Senior Manager, Finance & Business Operations and will have a significant impact on Kajabi's performance and success.

• Help drive company-level strategic and operational initiatives that accelerate Kajabi's growth, performance, and market position in the Knowledge Economy through data analysis
• Align Kajabi's execution to its strategic vision by partnering with leaders across the company to develop business and growth strategies
• Refine Kajabi's understanding of market trends and opportunities
• Drive key strategic and operational projects
• Be the financial reporting "source of truth" for customer and revenue analytics
• Develop a deep understanding of the key growth drivers of the business and the roles of Kajabi's functional teams in executing growth initiatives
• Define critical KPIs, dashboards, and operating rhythms to help functional teams manage performance and establish operational rigor
• Drive financial budgeting, planning, and forecasting processes
• Lead modeling of customer-level data and revenue projections
• Serve as a point person for the Executive Team in understanding metrics, movements, and trends in the business
• Work with senior leaders across Product, Engineering, Customer Support, and Marketing to define strategic priorities and goals
• Manage and track forecasts and other "top level" metrics that inform company-wide planning and goal-setting
• Partner with leaders throughout Kajabi to build business cases for new initiatives and ensure smooth execution
• Support the Finance & Business Operations team in reporting and communication with external stakeholders
• Develop monthly, quarterly, and annual financial performance summary presentations
• Execute and enable financial analysis to improve the company's financial performance
• Tackle ambiguous strategic questions facing the business
• Have 3-5 years of experience in financial, strategic, analytical, and operational roles
• Have 2+ years of direct technology/SaaS experience at a fast-growing company
• Have 2+ years in consulting, venture capital, investment banking, or private equity
• Have experience in BI, consulting, investing, analytics, growth, and/or product management
• Be proficient in creating, managing, and presenting complex financial models
• Be comfortable analyzing large sets of customer data and related industry metrics
• Have the ability to query, interpret, and analyze data to drive actionable insights
• Possess structured problem-solving ability that balances quick wins and long-term solutions
• Be comfortable with operational details and seamless partnership with analytical, data, product, and engineering teams
• Have an entrepreneurial disposition and be a self-starter capable of independently seeking information and delivering results
• Be willing to "roll up your sleeves" and execute a self-designed process starting from analytics through the final report.

• 3-5 years of experience in a variety of financial, strategic, analytical, and operational roles
• 2+ years of direct technology/SaaS experience at a fast-growing company
• 2+ years in consulting, venture capital, investment banking, or private equity
• BI, consulting, investing, analytics, growth, and/or product management experience
• Dexterity with creation, management, and presentation of complex financial models
• Comfort analyzing large sets of customer data and related industry metrics, including churn, retention, and pricing
• Ability to operate "full stack" and to query data, interpret and analyze data, and make clear, compelling insights that drive action
• Structured "systems" problem-solving ability that balances quick wins and actionability with long-term, scaled solutions through repeatable systems and processes
• Comfort with operational details such that partnership with analytical, data, product, and engineering teams is seamless and execution-focused
• Entrepreneurial disposition and a self-starter capable of independently seeking information, corralling resources, and delivering results
• Ability to "roll up your sleeves" to execute a self-designed process starting from analytics through the final rep

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