Alkami
Financial Planning & Analysis Manager
US Remote · Full-time
Work authorization required$124k-$155kDetected 14 days ago
Data AnalysisFinancial ModelingAccountingForecastingExcelFP&AProcess ImprovementLeadershipCommunicationProblem Solving
About the role
- This role will be influential in enhancing scalable analysis and forecasting processes to arm the business with valuable insights.
- This includes partnering with leadership to align financial plans with strategic objectives, driving accountability across functions, and enhancing forecasting methodologies.
- This position requires conceptual thinking, cross-functional influence, and accountability for outcomes that impact the broader finance function and business.
Responsibilities
- Own and lead enterprise-wide revenue forecasting processes by developing scalable processes, building relationships with stakeholders, and delivering defensible financial projections
- Drive accurate forecasting by developing models, validating assumptions, and ensuring alignment with strategic priorities
- Support strategic decision-making by conducting scenario analysis and modeling potential outcomes
- Collaborate with accounting and finance teams by ensuring alignment between forecasts, actuals, and reporting
- Analyze and monitor performance trends across customer cohorts, third-party partner revenue, and key market segments to uncover growth opportunities
- Partner with leadership by providing financial insights, challenging assumptions, and influencing strategic decisions
- Develop and enhance advanced financial models through automation, scalability, and predictive capabilities
- Champion and lead development of AI-led processes to drive efficiencies
- As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.
- We're building a culture where each Alkamist can perform to their highest potential, and we're always on the lookout for the best and brightest minds.
Requirements
- 8+ years of experience in financial planning and analysis, corporate finance, or related roles with demonstrated expertise in enterprise forecasting and strategic financial analysis.
- Advanced expertise in financial modeling, forecasting, and planning processes
- Deep expertise in Excel and FP&A tools such as Adaptive, or other similar tools
- Ability to synthesize complex financial and operational data into strategic insights
- Strong business acumen and ability to influence senior stakeholders
- Experience leading planning and forecasting processes
- Excellent analytical and problem-solving skills with conceptual thinking
- Effective executive-level communication and presentation skills
- Ability to operate independently and drive cross-functional alignment
- Self-motivated, curious, and focused on continuous improvement
Skills
- Experience in SaaS or financial technology environments
- Experience modeling and forecasting revenue and related KPIs (ARR, NRR, etc.)
- Strong attention to detail and proficiency in managing and synthesizing large, complex data sets.
- Experience improving processes through automation or system enhancements
- The salary range for this position is: $124,000 - $155,000
- Cool Things to Know
- Not Just Any
Compensation
- As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
- $124,000 - $155,000
Company info
- Alkami has an awesome diverse and inclusive environment.
- We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
- We are not looking for outside recruiting firms to help us in this search.
- Thank you for understanding.
- Alkami is the digital sales and service platform provider for U.S. banks and credit unions.
- Our unified Platform integrates onboarding, digital banking, and data and marketing-each solution can stand alone, but together they deliver more-to help institutions onboard, engage, and grow relationships.
- Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably's Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others).
Equal opportunity
- Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.
Visa & Work Authorization
- We cannot offer employment sponsorship at this time.
This listing is sourced directly from Alkami's careers page and normalized into a canonical job model.