Manager, Financial Planning – Analysis

🕒 April 15

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Alkami Technology

Alkami Technology

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

• Own Company-Wide Planning Processes • Lead the company’s forecasting, annual planning, and long-range planning processes • Manage planning timelines and coordinate inputs across Finance and business teams • Partner closely with Accounting to ensure alignment between actuals, forecasts, and reporting • Drive consistency, transparency, and alignment across planning outputs • Deliver Executive Reporting & Insights • Consolidate forecasts and actuals across the business into a clear, cohesive view of performance • Develop executive-ready reporting packages with key drivers, variance analysis, and forward-looking insights • Connect the dots across teams to tell a clear story of what’s happening in the business and why • Continuously improve reporting to focus on the metrics and insights that matter most • Lead Corporate Cost Forecasting • Own forecasting and analysis for company-wide cost areas including compensation programs, benefits, and other corporate expenses • Partner with HR and other corporate functions to manage budgets, track performance, and drive accountability to financial targets • Help build scalable processes and frameworks for expense planning, improving visibility and accuracy • Enhance FP&A Systems • Serve as the subject-matter-expert for our FP&A tool, driving enhancements to improve forecasting, reporting, and usability • Identify opportunities to automate processes, improve visibility into assumptions, and enable more driver-based planning • Partner with internal stakeholders and external consultants to implement system improvements and best practices • Build Financial Models & Support Decision-Making • Develop and maintain balance sheet and cash flow forecasts to support decision making • Enhance the company’s long-range financial model and support scenario analysis • Provide analytical support for key business decisions and initiatives • Drive Process Improvement • Identify opportunities to streamline and automate FP&A processes • Help establish scalable planning and reporting cadences across the organization • Support broader Finance transformation initiatives

🎯 Requirements

• 5–8+ years of experience in FP&A or related finance roles • Experience in SaaS, FinTech, or a high-growth environment preferred • Fluent knowledge of the elements and drivers of income statement, balance sheet and statement of cash flows • Outstanding analytical skills with the ability to synthesize information and develop insights and recommendations • Self-motivated, ambitious problem solver with a continuous improvement mindset • Demonstrates a high level of emotional intelligence and self-awareness • Proven ability to build relationships and work cross-functionally • Experience with planning tools such as Adaptive Planning (or similar)

🏖️ Benefits

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

Apply Now

Similar Jobs

🕒 April 14

AlphaSense

1001 - 5000

🤖 Artificial Intelligence

💸 Finance

🏢 Enterprise

Senior Manager in Solutions Marketing at AlphaSense, specializing in financial services. Focus on defining and executing go-to-market strategies for financial clients.

🕒 April 14

SMB Team

51 - 200

🤝 B2B

💸 Finance

📚 Education

Fractional CFO leading financial operations for law firms at SMB Team, enhancing financial performance and client relationships.

🕒 April 14

StartEngine

51 - 200

💸 Finance

💳 Fintech

🏪 Marketplace

Alternative Investments Representative building relationships with investors at StartEngine, the leader in equity crowdfunding. Driving investment opportunities and supporting investor growth in innovative companies.

🕒 April 14

Vannevar Labs

11 - 50

🤖 Artificial Intelligence

🔐 Security

Strategic Finance Lead shaping financial growth and planning for Vannevar, a defense technology company using AI for national security. Partnering with executives to guide investment and resource allocation strategies.

🕒 April 14

AIG

10,000+ employees

💸 Finance

🤝 B2B

Financial Advisor providing personalized retirement and financial planning experience for customers. Join Corebridge Financial Services to improve the lives of community members.