Lead Financial Analyst

🔥 13 hours ago

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Alkami Technology

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

🏦 Banking

💳 Fintech

☁️ SaaS

💰 $300M Post-IPO Debt - Alkami Technology on 2025-03

Banking • Fintech • SaaS

Alkami Technology is a digital banking software company that provides a cloud-based Digital Sales & Service Platform for banks and credit unions. Its platform combines onboarding and account opening (via MANTL), digital banking, and data & marketing solutions to enable anticipatory, data-driven customer experiences, faster account origination, fraud protection, payment reporting, and personalized marketing. Alkami serves financial institutions (retail and business customers) and offers integrations, developer tools, and implementation support to drive deposit growth, reduce churn, and improve operational efficiency.

📋 Description

• Serve as the trusted finance partner to CXG leaders by maintaining regular, open communication and guiding budget and resource decisions • Connect financial data to CXG strategy by advising on trade-offs across capacity, hiring, and go-live priorities • Coordinate the forecasting of go-lives by partnering with the implementation team, translating capacity, bookings and current backlog into a defensible, time-phased launch forecast • Support executive-level reporting by preparing materials and delivering insights on go-lives, backlog, and ARR for senior leadership and board discussions • Ensure alignment of CXG metrics and data sources across Finance and CXG by establishing shared definitions and a single source of truth • Collaborate with CXG, Accounting and the broader FP&A team by keeping forecasts, actuals, and revenue recognition aligned • Enhance go-live and capacity forecasting by improving automation, scalability, and data integrity across CXG models • Champion and help develop AI-led processes to drive efficiencies and shift focus from manual work toward high-value analysis

🎯 Requirements

• 6+ years of experience in financial planning and analysis, corporate finance, or related roles • Advanced financial modeling and forecasting expertise • Strong proficiency in Excel and financial planning tools such as Adaptive, or other similar tools • Ability to analyze and synthesize large and complex datasets • Strong business acumen and ability to influence strategic decisions • Excellent analytical and problem-solving skills with sound judgment • Effective communication and executive-level presentation skills • Ability to operate independently in complex and ambiguous environments • Strong stakeholder management and cross-functional collaboration skills • Self-motivated, curious, and focused on continuous improvement

🏖️ Benefits

• remote-first environment • unlimited paid time off • 401(k) with employer match