Financial Planning & Analysis Manager – Client Experience Business Partner

🕒 August 21

🇺🇸 United States – Remote

💵 $124k - $155k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🏆 Customer Success

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Alkami Technology

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

💼 Consulting

📣 Marketing

🏦 Banking

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

Consulting • Marketing • Banking

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 and lead enterprise-wide revenue forecasting processes • Develop scalable forecasting processes and build stakeholder relationships • Deliver defensible financial projections aligned with strategic priorities • Advise stakeholders on forecasts, results, and related KPIs • Prepare executive-level reporting materials and deliver insights for senior leadership and board discussions • Conduct scenario analysis and model potential outcomes to support strategic decisions • Collaborate with accounting and finance teams to align forecasts, actuals, and reporting • Analyze complex financial and operational data to identify trends, risks, and opportunities • Monitor performance across customer cohorts, third-party partner revenue, and key market segments • Provide financial insights, challenge assumptions, and influence strategic decisions • Validate financial data inputs, reconcile systems, and identify risks • Develop and enhance advanced financial models through automation, scalability, and predictive capabilities • Evaluate and improve FP&A processes by implementing scalable solutions • Lead development of AI-led processes to drive efficiencies

🎯 Requirements

• 8+ years of experience in financial planning and analysis, corporate finance, or related roles • 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 • Experience in SaaS or financial technology environments (desired) • Experience modeling and forecasting revenue and related KPIs (ARR, NRR, etc.) (desired) • Strong attention to detail and proficiency in managing and synthesizing large, complex data sets • Experience improving processes through automation or system enhancements • Must be eligible to work in the US for full-time employment • No employment sponsorship available

🏖️ Benefits

• Remote-first environment • Unlimited paid time off • 401(k) with employer match • Diverse and inclusive environment • FUN culture