Financial Planning & Analysis Manager (Client Experience Business Partner)

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. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

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). 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. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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Alkami is seeking an FP&A Manager to join our team and own revenue modeling and forecasting for our Client Experience Group. This role will be influential in enhancing scalable analysis and forecasting processes to arm the business with valuable insights.
This role synthesizes data and business knowledge to build an accurate, driver-based revenue and related KPI forecast. 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.

Key Responsibilities & Duties:

Own Revenue Forecasting

• 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

• Serve as a subject matter expert by advising stakeholders on forecasts, results and related key performance indicators

• Provide executive-level reporting by preparing materials and delivering insights for senior leadership and board discussions

• 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

Deliver Insights through Data Analysis

• Analyze complex financial and operational data by identifying trends, risks, and opportunities that impact business performance

• 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

• Ensure integrity of financial data by validating inputs, reconciling systems, and proactively identifying risks

Drive Process Improvement

• Develop and enhance advanced financial models through automation, scalability, and predictive capabilities

• Evaluate and improve FP&A processes by identifying inefficiencies and implementing scalable solutions

• Champion and lead development of AI-led processes to drive efficiencies 

Qualifications:

• 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

Desired 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 - $155,000Cool Things to Know

Not Just Any Company: 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.

Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.

Pay Transparency: 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.

The Important Stuff

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. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.

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