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Financial Planning & Analysis Manager

đź•’ July 9

🇺🇸 United States – Remote

đź’µ $124k - $155k / year

⏰ Full Time

đźź  Senior

đź”´ Lead

đź’¸ Financial Planning and Analysis (FP&A)

đź‘» Ghost score 1%

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Logo of Alkami Technology

Alkami Technology

501 - 1000 employees

Founded 2009

đź’Ľ Consulting

📣 Marketing

🏦 Banking

đź’° $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.

đź“‹ Description

• 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 • 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 • 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

🎯 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

🏖️ Benefits

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

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